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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
HPC
351
HM Payson & Co
Maine
$14.4K
N
352
Natixis
France
$14.4K
TCA
353
Trifecta Capital Advisors
Illinois
$14.4K
WTC
354
WhitTier Trust Company
Nevada
$14.4K
TWC
355
TD Waterhouse Canada
Ontario, Canada
$14.3K
QC
356
Quent Capital
New York
$11.2K
AAP
357
Arax Advisory Partners
Colorado
$11K +$2.15K +15 +25%
CTB
358
Country Trust Bank
Illinois
$10.8K
IA
359
IFP Advisors
Florida
$10.8K +$10.7K +75 New
LC
360
Lindbrook Capital
California
$10.5K -$287 -2 -3%
GRP
361
Global Retirement Partners
California
$9.37K
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.65K
PTC
363
Private Trust Company
Ohio
$8.21K
ADL
364
Asset Dedication LLC
California
$7K
ANBT
365
American National Bank & Trust
Texas
$5.76K
LCM
366
Logan Capital Management
Pennsylvania
$5.33K
VCM
367
Versant Capital Management
Arizona
$4.76K +$3.15K +22 +200%
JWA
368
JFS Wealth Advisors
Pennsylvania
$4.18K
SS
369
Sunbelt Securities
Texas
$4.04K
BIA
370
Bell Investment Advisors
California
$3.89K -$860 -6 -18%
EARNEST Partners
371
EARNEST Partners
Georgia
$3.89K
GWS
372
Glassman Wealth Services
Virginia
$3.89K
CPG
373
Cornerstone Planning Group
New Jersey
$3.75K +$3.73K +26 New
PFBT
374
Parkside Financial Bank & Trust
Missouri
$3.6K +$716 +5 +25%
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$2.88K

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.