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Universal Display
OLED

Overview Fund Activity

478 hedge funds and large institutions have $8.12B invested in Universal Display in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+19
Holders Change %
+4.14%
% 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
0.12%
New
72
Increased
173
Reduced
149
Closed
52
Calls
$141M
Puts
$126M
Net Calls
+$15.6M
Net Calls Change
-$51.7M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$518M
2
BlackRock
BlackRock
New York
$1.02B
3
Wells Fargo
Wells Fargo
California
$92.7M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$80.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$295M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$0
4
UBS AM
UBS AM
Illinois
$267M
5
Macquarie Group
Macquarie Group
Australia
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
426
Mark Sheptoff Financial Planning
Connecticut
$11.5K – – –
BBHC
427
Brown Brothers Harriman & Co
New York
$11.5K +$11.5K +55 New
Allspring Global Investments
428
Allspring Global Investments
North Carolina
$11.1K -$10.5K -50 -49%
HWM
429
Hemington Wealth Management
Virginia
$11K +$11K +62 New
BTI
430
Blue Trust Inc
Georgia
$10.9K +$6.94K +33 +174%
ADL
431
Asset Dedication LLC
California
$10.5K – – –
PTC
432
Private Trust Company
Ohio
$10.3K -$5.88K -28 -36%
LFA
433
LGT Financial Advisors
Texas
$10.3K +$5.67K +27 +123%
HNB
434
Huntington National Bank
Ohio
$9.87K +$3.99K +19 +68%
AT
435
Avalon Trust
New Mexico
$8.19K -$69.5K -331 -89%
LCM
436
Logan Capital Management
Pennsylvania
$7.77K – – –
SS
437
Sunbelt Securities
Texas
$7.56K +$3.15K +15 +71%
FFA
438
Farther Finance Advisors
California
$7.55K +$2.1K +10 +38%
LI
439
LRI Investments
Florida
$7.14K +$7.14K +43 New
PFBT
440
Parkside Financial Bank & Trust
Missouri
$6.51K +$1.26K +6 +24%
FFO
441
Fortitude Family Office
Arizona
$6.3K +$2.1K +10 +50%
TWC
442
TD Waterhouse Canada
Ontario, Canada
$6.1K +$4.68K +23 +329%
MCM
443
Manchester Capital Management
Vermont
$6.09K – – –
JWA
444
JFS Wealth Advisors
Pennsylvania
$6.09K +$210 +1 +4%
BIA
445
Bell Investment Advisors
California
$5.67K – – –
BF
446
BOK Financial
Oklahoma
$5.62K – – –
AF
447
Advisornet Financial
Minnesota
$5.46K +$4.41K +21 +420%
Skandinaviska Enskilda Banken (SEB)
448
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.83K +$4.83K +23 New
CT
449
Colonial Trust
South Carolina
$4.55K +$4.55K +22 New
S
450
Sachetta
Massachusetts
$4.41K +$2.52K +12 +133%
16 17
18
19 20