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Universal Display

399 hedge funds and large institutions have $5.25B invested in Universal Display in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 129 increasing their positions, 136 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $128M | Put options by funds: $76.8M

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

2% more funds holding

Funds holding: 390399 (+9)

1.03% more ownership

Funds ownership: 75.89%76.92% (+1%)

5% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 136

5% less capital invested

Capital invested by funds: $5.56B → $5.25B (-$302M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
54
Increased
129
Reduced
136
Closed
44
Calls
$128M
Puts
$76.8M
Net Calls
+$51.4M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
326
National Bank of Canada
Quebec, Canada
$69K
Lazard Asset Management
327
Lazard Asset Management
New York
$68K -$24.2K -169 -26%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$65K -$4.16K -29 -6%
WT
329
Washington Trust
Rhode Island
$60.2K
FMB
330
Field & Main Bank
Kentucky
$57.7K
EAM
331
Erste Asset Management
Austria
$56.9K
FHA
332
First Horizon Advisors
Tennessee
$51.2K
S
333
SignatureFD
Georgia
$50.9K +$10.5K +73 +26%
TSWM
334
Tyler-Stone Wealth Management
Ohio
$43K +$43K +300 New
CFGS
335
Concourse Financial Group Securities
Alabama
$40.8K -$4.58K -32 -10%
BWM
336
Baystate Wealth Management
Massachusetts
$40.7K +$143 +1 +0.4%
QCG
337
Quadrant Capital Group
Ohio
$39.1K -$5.16K -36 -12%
CNBTD
338
Citizens National Bank Trust Department
Mississippi
$36K
LSA
339
Leonteq Securities AG
Switzerland
$31.6K +$6.02K +42 +24%
PFG
340
Piershale Financial Group
Illinois
$28.8K
UB
341
UMB Bank
Missouri
$28.8K
WP
342
WealthPLAN Partners
Nebraska
$28.8K
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$28.2K +$2.72K +19 +11%
IUHSA
344
Itau Unibanco Holding S.A.
Brazil
$22.6K +$22.5K +157 New
Jones Financial Companies
345
Jones Financial Companies
Missouri
$21.6K +$21.5K +150 New
GWM
346
Geneos Wealth Management
Colorado
$19K
TPCW
347
TD Private Client Wealth
New York
$19K
CA
348
Centerpoint Advisors
Massachusetts
$17K -$2.58K -18 -13%
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$15.3K
HFM
350
Harvest Fund Management
China
$15K -$62.3K -435 -81%

OLED Hedge Fund Activity: Q2 2023 in Review

399 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2023, worth a combined $5.25B — down 5.4% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new OLED positions and 44 closed out — a net gain of 10 holders — while 129 added to existing stakes and 136 trimmed.

The largest buyer was Vanguard Group, adding an estimated $40.7M. The largest seller was Los Angeles Capital Management, cutting an estimated $16.1M.

  • 399 institutional investors held Universal Display (OLED) as of Q2 2023, up from 390 in Q1 2023.
  • Funds reported $5.25B of Universal Display stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 54 funds opened new Universal Display positions in Q2 2023 and 44 closed out, a net change of +10 holders.
  • The largest Universal Display buyer in Q2 2023 was Vanguard Group, an estimated $40.7M added.
  • The largest Universal Display seller in Q2 2023 was Los Angeles Capital Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.