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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 %
LA
426
LM Advisors
California
$3.87K +$3.87K +20 New
AF
427
Allworth Financial
California
$3.83K -$1.15K -6 -23%
SIC
428
Salem Investment Counselors
North Carolina
$3.83K – – –
SN
429
Sittner & Nelson
Oregon
$3.83K – – –
WB
430
Webster Bank
Connecticut
$3.83K – – –
FFO
431
Fortitude Family Office
Arizona
$3.83K +$3.83K +20 New
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$3.44K – – –
BFPW
433
BOK Financial Private Wealth
Colorado
$3.25K +$3.25K +17 New
WIM
434
Westside Investment Management
California
$3.06K +$3.06K +16 New
GRP
435
Global Retirement Partners
California
$2.68K – – –
Allspring Global Investments
436
Allspring Global Investments
North Carolina
$2.49K – – –
PWMG
437
Private Wealth Management Group
New Jersey
$2.3K +$2.3K +12 New
TCWA
438
Turtle Creek Wealth Advisors
Texas
$2.3K +$2.3K +12 New
EWA
439
EverSource Wealth Advisors
Alabama
$2.1K – – –
KFS
440
Kelly Financial Services
Massachusetts
$2.1K +$383 +2 +22%
AWM
441
Able Wealth Management
New Jersey
$1.91K +$1.91K +10 New
SIC
442
SJS Investment Consulting
Ohio
$1.72K +$191 +1 +13%
CWC
443
Carolinas Wealth Consulting
North Carolina
$1.68K +$374 +2 +29%
AF
444
Advisornet Financial
Minnesota
$1.53K -$191 -1 -11%
FCA
445
FinTrust Capital Advisors
South Carolina
$1.47K – – –
DPW
446
DiNuzzo Private Wealth
Pennsylvania
$1.34K +$1.34K +7 New
FMP
447
Financial Management Professionals
Texas
$1K – – –
AW
448
Avion Wealth
Texas
$1K +$1K +3 New
HNB
449
Huntington National Bank
Ohio
$956 -$2.29K -12 -71%
LFG
450
Larson Financial Group
Missouri
$383 +$383 +2 New
16 17
18
19 20