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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 %
SIC
451
Salem Investment Counselors
North Carolina
$4.2K – – –
SN
452
Sittner & Nelson
Oregon
$4.2K – – –
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$3.78K – – –
PWMG
454
Private Wealth Management Group
New Jersey
$3.57K – – –
Jones Financial Companies
455
Jones Financial Companies
Missouri
$3.54K +$3.54K +17 New
WIM
456
Westside Investment Management
California
$3.4K – – –
FGC
457
Financial Gravity Companies
Texas
$2.52K +$2.52K +12 New
WT
458
Whittier Trust
California
$2.31K +$2.31K +11 New
Lazard Asset Management
459
Lazard Asset Management
New York
$2K -$372K -1,859 -99%
CIA
460
Cape Investment Advisory
Georgia
$1.89K – – –
PA
461
Pineridge Advisors
Missouri
$1.68K +$841 +4 +100%
SIC
462
SJS Investment Consulting
Ohio
$1.68K – – –
FCA
463
FinTrust Capital Advisors
South Carolina
$1.61K – – –
CWC
464
Carolinas Wealth Consulting
North Carolina
$1.57K +$196 +1 +14%
DPW
465
DiNuzzo Private Wealth
Pennsylvania
$1.47K – – –
LWANC
466
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.47K +$1.47K +7 New
FMP
467
Financial Management Professionals
Texas
$1K – – –
A
468
AlphaQuest
New York
$840 -$339K -1,616 -100%
PFG
469
Peterson Financial Group
Iowa
$631 +$631 +3 New
CFO
470
CVA Family Office
Colorado
$630 – – –
LFG
471
Larson Financial Group
Missouri
$630 +$210 +1 +50%
RTC
472
Riverview Trust Company
Washington
$630 +$630 +3 New
PI
473
PEAK6 Investments
Illinois
$575 +$575 +3 New
RAM
474
Riggs Asset Management
Pennsylvania
$420 +$420 +2 New
CA
475
Claris Advisors
Missouri
$420 +$420 +2 New
17 18
19
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