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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
PVH
351
Psagot Value Holdings
Israel
$18K +$17.2K +113 New
JGIA
352
Jackson Grant Investment Advisers
Connecticut
$16.6K
HFM
353
Harvest Fund Management
China
$16K
TWC
354
TD Waterhouse Canada
Ontario, Canada
$15.7K
HPC
355
HM Payson & Co
Maine
$15.7K
TCA
356
Trifecta Capital Advisors
Illinois
$15.7K
WTC
357
WhitTier Trust Company
Nevada
$15.7K
AAP
358
Arax Advisory Partners
Colorado
$12.8K +$759 +5 +7%
QC
359
Quent Capital
New York
$12.2K
CTB
360
Country Trust Bank
Illinois
$11.8K
IA
361
IFP Advisors
Florida
$11.8K
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.42K
PTC
363
Private Trust Company
Ohio
$8.95K
LC
364
Lindbrook Capital
California
$8.48K -$2.89K -19 -26%
ADL
365
Asset Dedication LLC
California
$8K
LCM
366
Logan Capital Management
Pennsylvania
$5.81K
VCM
367
Versant Capital Management
Arizona
$5.18K
SS
368
Sunbelt Securities
Texas
$4.4K
JWA
369
JFS Wealth Advisors
Pennsylvania
$4.24K -$304 -2 -7%
BIA
370
Bell Investment Advisors
California
$4.24K
EARNEST Partners
371
EARNEST Partners
Georgia
$4.24K
GWS
372
Glassman Wealth Services
Virginia
$4.24K
PFBT
373
Parkside Financial Bank & Trust
Missouri
$4.24K +$304 +2 +8%
AF
374
Allworth Financial
California
$4.08K +$3.04K +20 +333%
Mitsubishi UFJ Asset Management
375
Mitsubishi UFJ Asset Management
Japan
$3.77K +$3.65K +24 New

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.