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Universal Display
OLED

Overview Fund Activity

459 hedge funds and large institutions have $7.76B invested in Universal Display in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 151 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+29
Holders Change %
+6.74%
% of All Funds
6.68%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
74
Increased
151
Reduced
157
Closed
42
Calls
$140M
Puts
$72.4M
Net Calls
+$67.3M
Net Calls Change
+$79.2M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$128M
2
SCA
Southpoint Capital Advisors
New York
$52.6M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$51.7M
4
Ameriprise
Ameriprise
Minnesota
$56M
5
CCM
CloudAlpha Capital Management
Hong Kong
$34.6M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$128M
2
Jennison Associates
Jennison Associates
New York
$116M
3
Citadel Advisors
Citadel Advisors
Florida
$6.27M
4
RS
Robeco Schweiz
Switzerland
$2.9M
5
PHK
Point72 Hong Kong
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
326
Franklin Resources
California
$272K -$53K -252 -16%
ST
327
Smithfield Trust
Pennsylvania
$272K – – –
SPA
328
Sherbrooke Park Advisers
New York
$271K -$1.41M -6,729 -84%
IFWM
329
Institute for Wealth Management
Colorado
$269K – – –
LNWWM
330
Laird Norton Wetherby Wealth Management
California
$268K -$7.36K -35 -3%
CSPIA
331
Cary Street Partners Investment Advisory
Virginia
$264K -$4.41K -21 -2%
Koshinski Asset Management
332
Koshinski Asset Management
Illinois
$263K -$21.2K -96 -7%
CWP
333
Capital Wealth Planning
Florida
$259K +$259K +1,234 New
FCBT
334
First Citizens Bank & Trust
North Carolina
$257K +$257K +1,221 New
QCM
335
QRG Capital Management
Illinois
$251K +$251K +1,194 New
AIM
336
Aigen Investment Management
New York
$251K +$251K +1,193 New
BFO
337
Biltmore Family Office
North Carolina
$245K +$245K +1,165 New
GC
338
Guidance Capital
Kentucky
$245K +$245K +1,100 New
A
339
Allianz
Germany
$244K +$244K +1,159 New
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$239K +$99.5K +474 +71%
CT
341
Clearstead Trust
Maine
$237K – – –
MYAM
342
Meiji Yasuda Asset Management
Japan
$231K +$231K +1,099 New
LFS
343
Leibman Financial Services
Nebraska
$230K -$914K -4,349 -80%
PAS
344
Park Avenue Securities
New York
$227K +$227K +1,080 New
Rafferty Asset Management
345
Rafferty Asset Management
New York
$226K +$226K +1,073 New
KBC Group
346
KBC Group
Belgium
$223K +$22.5K +107 +11%
SI
347
Seeds Investor
New York
$220K +$220K +1,049 New
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$218K +$218K +1,035 New
AF
349
Apexium Financial
Texas
$213K +$213K +1,015 New
EGM
350
Engineers Gate Manager
New York
$213K -$374K -1,779 -64%
12 13
14
15 16