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Universal Display

399 hedge funds and large institutions have $5.25B invested in Universal Display in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 129 increasing their positions, 136 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $128M | Put options by funds: $76.8M

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

2% more funds holding

Funds holding: 390399 (+9)

1.03% more ownership

Funds ownership: 75.89%76.92% (+1%)

5% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 136

5% less capital invested

Capital invested by funds: $5.56B → $5.25B (-$302M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
54
Increased
129
Reduced
136
Closed
44
Calls
$128M
Puts
$76.8M
Net Calls
+$51.4M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$46.7M -$1.85M -12,944 -4%
Handelsbanken Fonder
27
Handelsbanken Fonder
Sweden
$45.6M +$3.04M +21,248 +7%
Charles Schwab
28
Charles Schwab
California
$43.9M +$205K +1,429 +0.5%
UM
29
UniSuper Management
Australia
$43.1M +$42.9M +299,222 New
GF
30
Greenhouse Funds
Maryland
$38.8M -$4.73M -33,036 -11%
Citadel Advisors
31
Citadel Advisors
Florida
$38M +$1.83M +12,780 +5%
AAMU
32
AEGON Asset Management (UK)
United Kingdom
$35.8M +$3.53M +24,618 +11%
PAMP
33
Polar Asset Management Partners
Ontario, Canada
$35.5M +$6.08M +42,400 +21%
VanEck Associates
34
VanEck Associates
New York
$34.9M -$3.01M -21,035 -8%
CS
35
Candriam SCA
Luxembourg
$33.2M -$2.41M -16,851 -7%
AC
36
Avenir Corporation
Virginia
$32.9M +$110K +765 +0.3%
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$30.3M +$2.72M +18,998 +10%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$27.3M +$7.84M +54,727 +41%
Principal Financial Group
39
Principal Financial Group
Iowa
$26.8M -$808K -5,639 -3%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$25.9M +$2.8M +19,548 +12%
RS
41
Robeco Schweiz
Switzerland
$25.9M
TIM
42
Triodos Investment Management
Netherlands
$24.5M
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$24M +$590K +4,120 +3%
Invesco
44
Invesco
Georgia
$23M +$912K +6,365 +4%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$22.3M +$4.54M +31,670 +26%
Vontobel Holding
46
Vontobel Holding
Switzerland
$21M +$305K +2,125 +1%
Renaissance Technologies
47
Renaissance Technologies
New York
$20.9M -$4.07M -28,400 -16%
EWM
48
Endurance Wealth Management
Rhode Island
$19.5M -$34.4K -240 -0.2%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$19.1M -$114K -793 -0.6%
KCM
50
Kornitzer Capital Management
Kansas
$18.3M -$7.8M -54,420 -30%

OLED Hedge Fund Activity: Q2 2023 in Review

399 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2023, worth a combined $5.25B — down 5.4% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new OLED positions and 44 closed out — a net gain of 10 holders — while 129 added to existing stakes and 136 trimmed.

The largest buyer was Vanguard Group, adding an estimated $40.7M. The largest seller was Los Angeles Capital Management, cutting an estimated $16.1M.

  • 399 institutional investors held Universal Display (OLED) as of Q2 2023, up from 390 in Q1 2023.
  • Funds reported $5.25B of Universal Display stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 54 funds opened new Universal Display positions in Q2 2023 and 44 closed out, a net change of +10 holders.
  • The largest Universal Display buyer in Q2 2023 was Vanguard Group, an estimated $40.7M added.
  • The largest Universal Display seller in Q2 2023 was Los Angeles Capital Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.