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Universal Display
OLED

Overview Fund Activity

459 hedge funds and large institutions have $7.76B invested in Universal Display in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 151 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+29
Holders Change %
+6.74%
% of All Funds
6.68%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
74
Increased
151
Reduced
157
Closed
42
Calls
$140M
Puts
$72.4M
Net Calls
+$67.3M
Net Calls Change
+$79.2M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$128M
2
SCA
Southpoint Capital Advisors
New York
$52.6M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$51.7M
4
Ameriprise
Ameriprise
Minnesota
$56M
5
CCM
CloudAlpha Capital Management
Hong Kong
$34.6M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$128M
2
Jennison Associates
Jennison Associates
New York
$116M
3
Citadel Advisors
Citadel Advisors
Florida
$6.27M
4
RS
Robeco Schweiz
Switzerland
$2.9M
5
PHK
Point72 Hong Kong
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
401
WhitTier Trust Company
Nevada
$21K – – –
NB
402
NBT Bank
New York
$21K – – –
TCA
403
Trifecta Capital Advisors
Illinois
$21K – – –
CA
404
Centerpoint Advisors
Massachusetts
$20K -$208 -1 -1%
NBT
405
Northwest Bank & Trust
Iowa
$20K +$20K +95 New
CAS
406
Coppell Advisory Solutions
Texas
$17.2K +$17.2K +82 New
PTC
407
Private Trust Company
Ohio
$16.2K +$4.21K +20 +35%
GWM
408
Geneos Wealth Management
Colorado
$15.8K -$33.2K -158 -68%
IC
409
Innealta Capital
Texas
$15.3K +$15.3K +73 New
QC
410
Quent Capital
New York
$15.1K -$1.26K -6 -8%
BWL
411
Bogart Wealth LLC
Virginia
$12.6K -$10.5K -50 -45%
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K – – –
MSFP
413
Mark Sheptoff Financial Planning
Connecticut
$11.6K – – –
ADL
414
Asset Dedication LLC
California
$10.5K – – –
SAM
415
Smartleaf Asset Management
Massachusetts
$9.96K -$1.25K -6 -11%
GA
416
GFS Advisors
Texas
$9K +$9K +81,944 New
IA
417
IFP Advisors
Florida
$7.99K +$631 +3 +9%
LCM
418
Logan Capital Management
Pennsylvania
$7.78K – – –
MIM
419
Macroview Investment Management
Maryland
$6.94K +$6.94K +33 New
PGAM
420
Princeton Global Asset Management
New Jersey
$6.73K +$6.73K +32 New
MCM
421
Manchester Capital Management
Vermont
$6.1K – – –
EWA
422
EverSource Wealth Advisors
Alabama
$6.01K +$3.79K +17 +170%
JWA
423
JFS Wealth Advisors
Pennsylvania
$5.89K -$64.3K -306 -92%
HNB
424
Huntington National Bank
Ohio
$5.89K +$2.73K +13 +87%
BIA
425
Bell Investment Advisors
California
$5.68K – – –
15 16
17
18 19