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Universal Display

481 hedge funds and large institutions have $8.26B invested in Universal Display in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 176 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

18% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 149

12% more call options, than puts

Call options by funds: $141M | Put options by funds: $126M

6% more capital invested

Capital invested by funds: $7.76B → $8.26B (+$503M)

4.88% more ownership

Funds ownership: 78.17%83.05% (+4.9%)

5% more funds holding

Funds holding: 460481 (+21)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% 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
0.11%
New
72
Increased
176
Reduced
149
Closed
50
Calls
$141M
Puts
$126M
Net Calls
+$15.6M
Net Calls Change
-$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
351
KBC Group
Belgium
$223K
AWM
352
AE Wealth Management
Kansas
$222K +$215K +1,059 New
AAM
353
Aureus Asset Management
Massachusetts
$221K +$214K +1,054 New
GCP
354
GSA Capital Partners
United Kingdom
$220K -$802K -3,961 -79%
SI
355
Seeds Investor
New York
$219K -$1.01K -5 -0.5%
TIAA Trust, National Association
356
TIAA Trust, National Association
North Carolina
$217K
Focus Partners Wealth
357
Focus Partners Wealth
Massachusetts
$214K +$206K +1,019 New
AF
358
Apexium Financial
Texas
$213K
SWM
359
Spire Wealth Management
Virginia
$211K +$10.7K +53 +6%
AAM
360
Advisors Asset Management
Colorado
$210K +$126K +621 +164%
RJT
361
Raymond James Trust
Florida
$207K +$199K +984 New
DSC
362
Duncker Streett & Co
Missouri
$201K
SAM
363
Shell Asset Management
Netherlands
$197K +$190K +938 New
GI
364
GAMMA Investing
California
$194K +$83.5K +412 +80%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$179K +$7.29K +36 +4%
BC
366
Belmont Capital
California
$165K
SSB
367
Sandy Spring Bank
Maryland
$153K -$8.71K -43 -6%
PA
368
Parallel Advisors
California
$135K +$1.82K +9 +1%
1IA
369
1620 Investment Advisors
Massachusetts
$133K -$8.71K -43 -6%
GRP
370
Global Retirement Partners
California
$131K +$12.4K +61 +11%
C
371
Covestor
United Kingdom
$130K -$35.5K -175 -22%
EBA
372
Eagle Bay Advisors
New York
$126K +$122K +601 New
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$121K +$15.2K +75 +15%
NA
374
NewEdge Advisors
Louisiana
$117K -$13K -64 -10%
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$113K +$8.71K +43 +9%

OLED Hedge Fund Activity: Q3 2024 in Review

481 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2024, worth a combined $8.26B — up 6.5% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new OLED positions and 50 closed out — a net gain of 22 holders — while 176 added to existing stakes and 149 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $377M. The largest seller was Fidelity Investments, cutting an estimated $148M.

  • 481 institutional investors held Universal Display (OLED) as of Q3 2024, up from 460 in Q2 2024.
  • Funds reported $8.26B of Universal Display stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 72 funds opened new Universal Display positions in Q3 2024 and 50 closed out, a net change of +22 holders.
  • The largest Universal Display buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $377M added.
  • The largest Universal Display seller in Q3 2024 was Fidelity Investments, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.