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Universal Display
OLED

Overview Fund Activity

478 hedge funds and large institutions have $8.12B invested in Universal Display in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.12%
New
72
Increased
173
Reduced
149
Closed
52
Calls
$141M
Puts
$126M
Net Calls
+$15.6M
Net Calls Change
-$51.7M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$518M
2
BlackRock
BlackRock
New York
$1.02B
3
Wells Fargo
Wells Fargo
California
$92.7M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$80.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$295M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$0
4
UBS AM
UBS AM
Illinois
$267M
5
Macquarie Group
Macquarie Group
Australia
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
326
Central Trust Company
Missouri
$278K – – –
CAM
327
Columbia Asset Management
Michigan
$275K – – –
SCM
328
Sterling Capital Management
North Carolina
$275K +$275K +1,309 New
SBIA
329
Sheaff Brock Investment Advisors
Indiana
$273K – – –
BBI
330
Baxter Bros Inc
Connecticut
$273K – – –
IFWM
331
Institute for Wealth Management
Colorado
$269K – – –
FCBT
332
First Citizens Bank & Trust
North Carolina
$266K +$10.1K +48 +4%
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$264K – – –
Franklin Resources
334
Franklin Resources
California
$260K -$7.01K -34 -3%
CA
335
Clearstead Advisors
Ohio
$259K +$259K +1,232 New
LNWWM
336
Laird Norton Wetherby Wealth Management
California
$257K -$10.7K -51 -4%
CC
337
Corton Capital
Ontario, Canada
$255K -$33K -157 -11%
WA
338
Wealth Alliance
New York
$253K +$253K +1,204 New
GS
339
GTS Securities
New York
$251K -$608K -2,898 -71%
SI
340
Stephens Inc
Arkansas
$249K +$249K +1,185 New
JFG
341
Jefferies Financial Group
New York
$248K +$248K +1,182 New
BFO
342
Biltmore Family Office
North Carolina
$246K +$1.05K +5 +0.4%
CT
343
Clearstead Trust
Maine
$236K – – –
CG
344
Caprock Group
Idaho
$234K +$234K +1,117 New
MYAM
345
Meiji Yasuda Asset Management
Japan
$228K -$2.73K -13 -1%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$227K +$227K +1,102 New
GC
347
Guidance Capital
Kentucky
$225K – – –
VA
348
Vident Advisory
Georgia
$224K +$224K +1,066 New
KBC Group
349
KBC Group
Belgium
$223K – – –
AWM
350
AE Wealth Management
Kansas
$222K +$222K +1,059 New
12 13
14
15 16