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Universal Display
OLED

452 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, 162 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 28

24% more capital invested

Capital invested by funds: $5.74B → $7.12B (+$1.38B)

14% more funds holding

Funds holding: 398 → 452 (+54)

1.47% more ownership

Funds ownership: 77.17% → 78.64% (+1.5%)

5% more call options, than puts

Call options by funds: $152M | Put options by funds: $145M

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

28% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 162

Holders
452
Holders Change
+54
Holders Change %
+13.57%
% of All Funds
6.59%
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
162
Closed
28
Calls
$152M
Puts
$145M
Net Calls
+$7.08M
Net Calls Change
-$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
2
Morgan Stanley
Morgan Stanley
New York
+$56.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$46.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$40.4M
5
Korea Investment Corp
Korea Investment Corp
South Korea
+$30.8M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$66.7M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$35.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$34.8M
4
LCP
LGT Capital Partners
Switzerland
-$25.4M
5
EIP
Epoch Investment Partners
New York
-$18.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
451
Larson Financial Group
Missouri
$383 +$331 +2 New
CSC
452
Caldwell Sutter Capital
California
$191 – – –
Lord, Abbett & Co
453
Lord, Abbett & Co
New Jersey
– -$34.8M -221,500 Closed
HF
454
HRT Financial
New York
– -$4.42M -28,176 Closed
SI
455
Sora Investors
Pennsylvania
– -$3.92M -25,000 Closed
FRM
456
Fox Run Management
Connecticut
– -$1.05M -6,686 Closed
Walleye Capital
457
Walleye Capital
New York
– -$936K -5,662 Closed
YIH
458
Y-Intercept (HK)
Hong Kong
– -$785K -4,999 Closed
Impax Asset Management Group
459
Impax Asset Management Group
United Kingdom
– -$724K -4,609 Closed
CP
460
CenterBook Partners
Connecticut
– -$720K -4,584 Closed
BAMF
461
BI Asset Management Fondsmaeglerselskab
Denmark
– -$664K -4,231 Closed
I
462
InceptionR
California
– -$631K -4,022 Closed
BCM
463
Bayesian Capital Management
New York
– -$459K -2,923 Closed
AWM
464
AE Wealth Management
Kansas
– -$455K -2,897 Closed
AC
465
AXQ Capital
New Jersey
– -$402K -2,560 Closed
AT
466
American Trust
Kentucky
– -$356K -2,266 Closed
OTL
467
Oak Thistle LLC
New York
– -$355K -2,262 Closed
SM
468
Sciencast Management
New Jersey
– -$247K -1,572 Closed
JF
469
Jump Financial
Illinois
– -$237K -1,511 Closed
CM
470
Capula Management
Cayman Islands
– -$229K -1,460 Closed
CF
471
Cantor Fitzgerald
New York
– -$203K -1,293 Closed
Lazard Asset Management
472
Lazard Asset Management
New York
– -$93K -598 Closed
MAM
473
Meeder Asset Management
Ohio
– -$65.6K -418 Closed
CTB
474
Country Trust Bank
Illinois
– -$11.8K -75 Closed
EARNEST Partners
475
EARNEST Partners
Georgia
– -$4.24K -27 Closed
16 17 18
19
20

OLED Hedge Fund Activity: Q4 2023 in Review

452 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2023, worth a combined $7.12B — up 24% from $5.74B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new OLED positions and 28 closed out — a net gain of 62 holders — while 116 added to existing stakes and 162 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $110M. The largest seller was Frontier Capital Management, cutting an estimated $66.7M.

  • 452 institutional investors held Universal Display (OLED) as of Q4 2023, up from 398 in Q3 2023.
  • Funds reported $7.12B of Universal Display stock for Q4 2023, up 24% quarter-over-quarter.
  • 90 funds opened new Universal Display positions in Q4 2023 and 28 closed out, a net change of +62 holders.
  • The largest Universal Display buyer in Q4 2023 was Fidelity Investments, an estimated $110M added.
  • The largest Universal Display seller in Q4 2023 was Frontier Capital Management, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2023.