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Universal Display
OLED

Overview Fund Activity

451 hedge funds and large institutions have $7.12B invested in Universal Display in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 116 increasing their positions, 161 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+54
Holders Change %
+13.6%
% of All Funds
6.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
90
Increased
116
Reduced
161
Closed
28
Calls
$152M
Puts
$145M
Net Calls
+$7.08M
Net Calls Change
-$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$394M
2
Morgan Stanley
Morgan Stanley
New York
$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$238M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$117M
5
Korea Investment Corp
Korea Investment Corp
South Korea
$42M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
$11.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
$197M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
LCP
LGT Capital Partners
Switzerland
$25.7M
5
EIP
Epoch Investment Partners
New York
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
401
Quent Capital
New York
$14.9K – – –
GWM
402
Geneos Wealth Management
Colorado
$14.3K -$19.1K -100 -57%
TWC
403
TD Waterhouse Canada
Ontario, Canada
$14K -$4.05K -20 -22%
SAM
404
Smartleaf Asset Management
Massachusetts
$11.5K +$11.5K +60 New
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K – – –
PTC
406
Private Trust Company
Ohio
$10.9K – – –
ADL
407
Asset Dedication LLC
California
$10K – – –
MAWCM
408
Mine & Arao Wealth Creation & Management
California
$9.56K +$9.56K +50 New
PA
409
Pineridge Advisors
Missouri
$8.42K +$8.42K +44 New
First Manhattan
410
First Manhattan
New York
$7.65K +$7.65K +40 New
LCM
411
Logan Capital Management
Pennsylvania
$7.08K – – –
VF
412
VitalStone Financial
Texas
$7K +$7K +37 New
PMFA
413
Plante Moran Financial Advisors
Michigan
$6.89K +$6.89K +36 New
MCM
414
Manchester Capital Management
Vermont
$6.5K +$6.5K +34 New
VCM
415
Versant Capital Management
Arizona
$6.12K -$191 -1 -3%
Loomis, Sayles & Company
416
Loomis, Sayles & Company
Massachusetts
$6K +$6K +32 New
RIM
417
Rockbridge Investment Management
New York
$5.74K +$5.74K +30 New
JWA
418
JFS Wealth Advisors
Pennsylvania
$5.36K +$191 +1 +4%
SS
419
Sunbelt Securities
Texas
$5.36K – – –
BIA
420
Bell Investment Advisors
California
$5.17K – – –
PFBT
421
Parkside Financial Bank & Trust
Missouri
$4.78K -$383 -2 -7%
GWS
422
Glassman Wealth Services
Virginia
$4.78K -$383 -2 -7%
Mitsubishi UFJ Asset Management
423
Mitsubishi UFJ Asset Management
Japan
$4.31K – – –
LFA
424
LGT Financial Advisors
Texas
$4.21K – – –
FFA
425
Farther Finance Advisors
California
$4.21K +$2.49K +13 +144%
15 16
17
18 19