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Universal Display
OLED

Overview Fund Activity

397 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, 127 increasing their positions, 136 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+9
Holders Change %
+2.32%
% 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
127
Reduced
136
Closed
44
Calls
$128M
Puts
$76.8M
Net Calls
+$51.4M
Net Calls Change
-$14.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$647M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
3
Jennison Associates
Jennison Associates
New York
$119M
4
AllianceBernstein
AllianceBernstein
Tennessee
$207M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.4M

Top Sellers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.24M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$16.5M
3
2
2Xideas
Switzerland
$0
4
LCP
LGT Capital Partners
Switzerland
$47.6M
5
Holocene Advisors
Holocene Advisors
New York
$7.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
376
Webster Bank
Connecticut
$2.88K – – –
UFF
377
USA Financial Formulas
Michigan
$2.74K +$2.74K +19 New
TFP
378
Tilia Fiduciary Partners
North Carolina
$2.59K +$2.59K +18 New
Allspring Global Investments
379
Allspring Global Investments
North Carolina
$1.87K – – –
BWL
380
Bogart Wealth LLC
Virginia
$1.44K – – –
CIA
381
Cape Investment Advisory
Georgia
$1.3K – – –
AF
382
Advisornet Financial
Minnesota
$1.15K -$288 -2 -20%
FFA
383
Farther Finance Advisors
California
$1.15K – – –
PO
384
Private Ocean
California
$1.02K – – –
SIC
385
SJS Investment Consulting
Ohio
$1.01K -$144 -1 -13%
DI
386
Disciplined Investments
Oklahoma
$865 -$144 -1 -14%
AF
387
Allworth Financial
California
$865 – – –
PMFA
388
Plante Moran Financial Advisors
Michigan
$865 +$865 +6 New
IPW
389
Impact Partnership Wealth
Georgia
$577 +$577 +4 New
RMA
390
Roffman Miller Associates
Pennsylvania
$577 +$577 +4 New
BAAM
391
Baker Avenue Asset Management
California
$432 – – –
HNB
392
Huntington National Bank
Ohio
$144 -$4.18K -29 -97%
CSC
393
Caldwell Sutter Capital
California
$144 – – –
FGAM
394
Financial Gravity Asset Management
Texas
$45 +$45 +144 New
Comerica Bank
395
Comerica Bank
Texas
$30 +$30 +93,303 New
2
396
2Xideas
Switzerland
– -$15.2M -98,127 Closed
Marshall Wace
397
Marshall Wace
United Kingdom
– -$10.2M -65,701 Closed
AG
398
Algert Global
California
– -$7.05M -45,423 Closed
Nordea Investment Management
399
Nordea Investment Management
Sweden
– -$6.83M -44,451 Closed
HLAM
400
Hidden Lake Asset Management
New York
– -$6.81M -43,911 Closed
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16
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