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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
LFA
376
LGT Financial Advisors
Texas
$3.45K +$3.34K +22 New
SIC
377
Salem Investment Counselors
North Carolina
$3.14K
SN
378
Sittner & Nelson
Oregon
$3.14K
WB
379
Webster Bank
Connecticut
$3.14K
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$2.83K -$304 -2 -10%
HNB
381
Huntington National Bank
Ohio
$2.67K +$2.43K +16 +1,600%
GRP
382
Global Retirement Partners
California
$2.34K -$7.59K -50 -77%
UFF
383
USA Financial Formulas
Michigan
$2.2K -$759 -5 -26%
Allspring Global Investments
384
Allspring Global Investments
North Carolina
$2.04K
EWA
385
EverSource Wealth Advisors
Alabama
$1.73K +$1.67K +11 New
BWL
386
Bogart Wealth LLC
Virginia
$1.57K
CIA
387
Cape Investment Advisory
Georgia
$1.41K
AF
388
Advisornet Financial
Minnesota
$1.41K +$152 +1 +13%
FFA
389
Farther Finance Advisors
California
$1.41K +$152 +1 +13%
KFS
390
Kelly Financial Services
Massachusetts
$1.41K +$1.37K +9 New
SIC
391
SJS Investment Consulting
Ohio
$1.26K +$152 +1 +14%
FCA
392
FinTrust Capital Advisors
South Carolina
$1.2K +$1.22K +8 New
CWC
393
Carolinas Wealth Consulting
North Carolina
$975 +$1.06K +7 New
Legacy Financial Group (Iowa)
394
Legacy Financial Group (Iowa)
Iowa
$785 +$759 +5 New
IPW
395
Impact Partnership Wealth
Georgia
$628
TWP
396
TFO Wealth Partners
Ohio
$288 +$304 +2 New
CSC
397
Caldwell Sutter Capital
California
$157
CA
398
Crewe Advisors
Utah
$157 +$152 +1 New
FHCM
399
Force Hill Capital Management
New York
-$9.35M -64,900 Closed
Twin Tree Management
400
Twin Tree Management
Texas
-$5.23M -34,429 Closed

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.