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Universal Display
OLED

Overview Fund Activity

451 hedge funds and large institutions have $7.12B invested in Universal Display in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 116 increasing their positions, 161 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+54
Holders Change %
+13.6%
% of All Funds
6.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
90
Increased
116
Reduced
161
Closed
28
Calls
$152M
Puts
$145M
Net Calls
+$7.08M
Net Calls Change
-$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$394M
2
Morgan Stanley
Morgan Stanley
New York
$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$238M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$117M
5
Korea Investment Corp
Korea Investment Corp
South Korea
$42M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
$11.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
$197M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
LCP
LGT Capital Partners
Switzerland
$25.7M
5
EIP
Epoch Investment Partners
New York
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
326
Park Avenue Securities
New York
$231K +$231K +1,207 New
PAM
327
Pinpoint Asset Management
Hong Kong
$230K +$230K +1,200 New
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$228K +$228K +1,194 New
CPC
329
Cookson Peirce & Co
Pennsylvania
$228K +$228K +1,193 New
DSC
330
Duncker Streett & Co
Missouri
$226K – – –
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$225K -$161K -840 -42%
BFO
332
Biltmore Family Office
North Carolina
$223K +$223K +1,165 New
QCM
333
Quantinno Capital Management
New York
$219K -$86.4K -451 -28%
QCM
334
QRG Capital Management
Illinois
$216K +$216K +1,128 New
CT
335
Clearstead Trust
Maine
$215K -$34.4K -180 -14%
AAS
336
Avantax Advisory Services
Texas
$210K +$210K +1,098 New
SAM
337
Shell Asset Management
Netherlands
$210K -$62.7K -327 -23%
CPIG
338
Chicago Partners Investment Group
Illinois
$210K +$210K +1,177 New
Cerity Partners
339
Cerity Partners
New York
$207K +$207K +1,081 New
GC
340
Guidance Capital
Kentucky
$205K +$205K +1,100 New
CA
341
Cetera Advisors
Colorado
$202K +$202K +1,057 New
FFA
342
Founders Financial Alliance
North Carolina
$201K +$201K +1,050 New
WT
343
Whittier Trust
California
$191K +$191K +1,000 New
Nisa Investment Advisors
344
Nisa Investment Advisors
Missouri
$178K +$57.4K +300 +47%
Group One Trading
345
Group One Trading
Illinois
$167K +$2.68K +14 +2%
SWM
346
Spire Wealth Management
Virginia
$160K -$17.8K -100 -10%
BC
347
Belmont Capital
California
$150K – – –
NA
348
NewEdge Advisors
Louisiana
$147K +$47.1K +246 +47%
SSB
349
Sandy Spring Bank
Maryland
$147K – – –
AAM
350
Advisors Asset Management
Colorado
$136K -$42.8K -224 -24%
12 13
14
15 16