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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
SIC
376
Salem Investment Counselors
North Carolina
$2.88K
SN
377
Sittner & Nelson
Oregon
$2.88K
WB
378
Webster Bank
Connecticut
$2.88K
UFF
379
USA Financial Formulas
Michigan
$2.74K +$2.72K +19 New
TFP
380
Tilia Fiduciary Partners
North Carolina
$2.59K +$2.58K +18 New
Allspring Global Investments
381
Allspring Global Investments
North Carolina
$1.87K
BWL
382
Bogart Wealth LLC
Virginia
$1.44K
CIA
383
Cape Investment Advisory
Georgia
$1.3K
AF
384
Advisornet Financial
Minnesota
$1.15K -$287 -2 -20%
FFA
385
Farther Finance Advisors
California
$1.15K
PO
386
Private Ocean
California
$1.02K
SIC
387
SJS Investment Consulting
Ohio
$1.01K -$143 -1 -13%
DI
388
Disciplined Investments
Oklahoma
$865 -$143 -1 -14%
AF
389
Allworth Financial
California
$865
PMFA
390
Plante Moran Financial Advisors
Michigan
$865 +$860 +6 New
IPW
391
Impact Partnership Wealth
Georgia
$577 +$573 +4 New
RMA
392
Roffman Miller Associates
Pennsylvania
$577 +$573 +4 New
BAAM
393
Baker Avenue Asset Management
California
$432
HNB
394
Huntington National Bank
Ohio
$144 -$4.16K -29 -97%
CSC
395
Caldwell Sutter Capital
California
$144
FGAM
396
Financial Gravity Asset Management
Texas
$45 +$20.6K +144 New
Comerica Bank
397
Comerica Bank
Texas
$30 +$13.4M +93,303 New
2
398
2Xideas
Switzerland
-$15.2M -98,127 Closed
Marshall Wace
399
Marshall Wace
United Kingdom
-$10.2M -65,701 Closed
AG
400
Algert Global
California
-$7.05M -45,423 Closed

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.