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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
SO
151
STRS Ohio
Ohio
$1.52M +$455K +3,173 +43%
CGPCS
152
Capital Group Private Client Services
California
$1.44M
RSC
153
Red Spruce Capital
Pennsylvania
$1.42M +$27.2K +190 +2%
IIM
154
INTECH Investment Management
Florida
$1.42M +$1.42M +9,880 New
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$1.39M +$5.16K +36 +0.4%
JMPWA
156
JP Morgan Private Wealth Advisors
California
$1.38M +$212K +1,482 +18%
Aviva
157
Aviva
United Kingdom
$1.38M -$91.3K -637 -6%
1CM
158
1492 Capital Management
Wisconsin
$1.36M -$1.43K -10 -0.1%
Creative Planning
159
Creative Planning
Kansas
$1.35M +$332K +2,320 +33%
LPL Financial
160
LPL Financial
California
$1.35M -$713K -4,973 -35%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$1.32M +$813K +5,674 +164%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$1.3M -$452K -3,153 -26%
MA
163
Montag & Associates
Georgia
$1.29M
NMERB
164
New Mexico Educational Retirement Board
New Mexico
$1.28M +$143K +1,000 +13%
SSA
165
Schonfeld Strategic Advisors
New York
$1.28M -$4.02M -28,043 -76%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$1.27M +$15.3K +107 +1%
BWP
167
Balboa Wealth Partners
Arizona
$1.25M -$179K -1,246 -13%
JF
168
Jump Financial
Illinois
$1.24M +$1.24M +8,631 New
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$1.24M -$16.1M -112,250 -93%
Fiera Capital (Canada)
170
Fiera Capital (Canada)
Quebec, Canada
$1.23M
GAA
171
Green Alpha Advisors
Colorado
$1.2M -$73.9K -516 -6%
American Century Companies
172
American Century Companies
Missouri
$1.17M +$95.7K +668 +9%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$1.16M -$18.1K -126 -2%
URS
174
Utah Retirement Systems
Utah
$1.16M +$28.7K +200 +3%
SPC
175
Sigma Planning Corp
Michigan
$1.15M -$51.9K -362 -4%

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.