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Universal Display

398 hedge funds and large institutions have $5.74B invested in Universal Display in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more call options, than puts

Call options by funds: $113M | Put options by funds: $97.2M

9% more capital invested

Capital invested by funds: $5.25B → $5.74B (+$484M)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0.25% more ownership

Funds ownership: 76.92%77.17% (+0.25%)

0% less funds holding

Funds holding: 399398 (-1)

19% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 147

Holders
398
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
6.32%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
119
Reduced
147
Closed
46
Calls
$113M
Puts
$97.2M
Net Calls
+$16M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
326
NewEdge Advisors
Louisiana
$82.4K
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$79K +$7.29K +48 +11%
National Bank of Canada
328
National Bank of Canada
Quebec, Canada
$74.7K
PI
329
PEAK6 Investments
Illinois
$66.3K +$64.1K +422 New
MAM
330
Meeder Asset Management
Ohio
$65.6K +$63.5K +418 New
WT
331
Washington Trust
Rhode Island
$64.8K -$759 -5 -1%
FMB
332
Field & Main Bank
Kentucky
$62.8K
EAM
333
Erste Asset Management
Austria
$62K
FHA
334
First Horizon Advisors
Tennessee
$55.7K
QCG
335
Quadrant Capital Group
Ohio
$53.2K +$10.3K +68 +25%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$52.6K -$23.5K -155 -32%
LSA
337
Leonteq Securities AG
Switzerland
$45.1K +$10.3K +68 +31%
BWM
338
Baystate Wealth Management
Massachusetts
$44.4K
SL
339
Salomon & Ludwin
Virginia
$43.3K +$41.9K +276 New
CNBTD
340
Citizens National Bank Trust Department
Mississippi
$39.2K
CFGS
341
Concourse Financial Group Securities
Alabama
$37.4K -$6.83K -45 -16%
TSWM
342
Tyler-Stone Wealth Management
Ohio
$35K -$12.2K -80 -27%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$33.3K +$2.43K +16 +8%
UB
344
UMB Bank
Missouri
$31.4K
OCM
345
Orion Capital Management
California
$31.4K +$30.4K +200 New
GWM
346
Geneos Wealth Management
Colorado
$27.5K +$6.53K +43 +33%
IUHSA
347
Itau Unibanco Holding S.A.
Brazil
$24.6K
Jones Financial Companies
348
Jones Financial Companies
Missouri
$23.5K
TPCW
349
TD Private Client Wealth
New York
$20.7K
CA
350
Centerpoint Advisors
Massachusetts
$19K -$152 -1 -0.8%

OLED Hedge Fund Activity: Q3 2023 in Review

398 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2023, worth a combined $5.74B — up 9.2% from $5.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new OLED positions and 46 closed out — a net gain of 4 holders — while 119 added to existing stakes and 147 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $38.2M. The largest seller was UBS AM, cutting an estimated $53.5M.

  • 398 institutional investors held Universal Display (OLED) as of Q3 2023, down from 399 in Q2 2023.
  • Funds reported $5.74B of Universal Display stock for Q3 2023, up 9.2% quarter-over-quarter.
  • 50 funds opened new Universal Display positions in Q3 2023 and 46 closed out, a net change of +4 holders.
  • The largest Universal Display buyer in Q3 2023 was Point72 Asset Management, an estimated $38.2M added.
  • The largest Universal Display seller in Q3 2023 was UBS AM, an estimated $53.5M sold.

Based on aggregated 13F filings for Q3 2023.