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Universal Display

481 hedge funds and large institutions have $8.26B invested in Universal Display in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 176 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

18% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 149

12% more call options, than puts

Call options by funds: $141M | Put options by funds: $126M

6% more capital invested

Capital invested by funds: $7.76B → $8.26B (+$503M)

4.88% more ownership

Funds ownership: 78.17%83.05% (+4.9%)

5% more funds holding

Funds holding: 460481 (+21)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
72
Increased
176
Reduced
149
Closed
50
Calls
$141M
Puts
$126M
Net Calls
+$15.6M
Net Calls Change
-$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
401
True Wealth Design
Ohio
$35.7K +$34.4K +170 New
CFGS
402
Concourse Financial Group Securities
Alabama
$34.4K -$5.67K -28 -15%
HPC
403
HM Payson & Co
Maine
$33.8K +$6.28K +31 +24%
RA
404
Rise Advisors
New York
$32.9K -$28.8K -142 -47%
VSQM
405
V-Square Quantitative Management
Illinois
$30.9K +$29.8K +147 New
BIG
406
Brooklyn Investment Group
New York
$30K +$29K +143 New
AssetMark Inc
407
AssetMark Inc
California
$29.2K +$28.2K +139 New
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$27.9K +$405 +2 +2%
Mitsubishi UFJ Asset Management
409
Mitsubishi UFJ Asset Management
Japan
$27.1K +$21.3K +105 +438%
GWM
410
Geneos Wealth Management
Colorado
$26.2K +$10.1K +50 +67%
JGIA
411
Jackson Grant Investment Advisers
Connecticut
$22.2K
SAM
412
Smartleaf Asset Management
Massachusetts
$21.6K +$11.5K +57 +119%
CIAS
413
CBIZ Investment Advisory Services
Ohio
$21.1K -$2.63K -13 -12%
NB
414
NBT Bank
New York
$21K
TCA
415
Trifecta Capital Advisors
Illinois
$21K
CA
416
Centerpoint Advisors
Massachusetts
$20K
NBT
417
Northwest Bank & Trust
Iowa
$19.9K
Mirae Asset Global ETFs Holdings
418
Mirae Asset Global ETFs Holdings
Hong Kong
$18.9K -$6.89K -34 -27%
GSEP
419
Golden State Equity Partners
California
$18.5K +$17.8K +88 New
LC
420
Lindbrook Capital
California
$17.6K -$5.88K -29 -26%
MIFH
421
Migdal Insurance & Financial Holdings
Israel
$17K -$71.5K -353 -81%
GM
422
GeoWealth Management
Illinois
$16.2K +$15.6K +77 New
QC
423
Quent Capital
New York
$15.1K
BCMLT
424
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.7K +$14.2K +70 New
BWL
425
Bogart Wealth LLC
Virginia
$12.6K

OLED Hedge Fund Activity: Q3 2024 in Review

481 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2024, worth a combined $8.26B — up 6.5% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new OLED positions and 50 closed out — a net gain of 22 holders — while 176 added to existing stakes and 149 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $377M. The largest seller was Fidelity Investments, cutting an estimated $148M.

  • 481 institutional investors held Universal Display (OLED) as of Q3 2024, up from 460 in Q2 2024.
  • Funds reported $8.26B of Universal Display stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 72 funds opened new Universal Display positions in Q3 2024 and 50 closed out, a net change of +22 holders.
  • The largest Universal Display buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $377M added.
  • The largest Universal Display seller in Q3 2024 was Fidelity Investments, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.