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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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$810K +$573 +4 +0.1%
WSFS
202
Wilmington Savings Fund Society
Delaware
$803K +$35.5K +248 +5%
Mariner
203
Mariner
Kansas
$789K +$20.8K +145 +3%
Millennium Management
204
Millennium Management
New York
$788K -$14.2K -99 -2%
PFO
205
Pathstone Family Office
New Jersey
$786K -$36.1K -252 -4%
SOADOR
206
State of Alaska Department of Revenue
Alaska
$777K -$85.4K -596 -10%
VPIM
207
Vanguard Personalized Indexing Management
California
$766K -$17.5K -122 -2%
TAM
208
Taurus Asset Management
New York
$765K
AC
209
Albar Capital
United Kingdom
$761K +$756K +5,278 New
PAMS
210
Pictet Asset Management (Switzerland)
Switzerland
$759K +$1.72K +12 +0.2%
EGM
211
Engineers Gate Manager
New York
$731K +$727K +5,074 New
NSAM
212
North Star Asset Management
Wisconsin
$726K
VF
213
Virtu Financial
New York
$721K +$717K +5,003 New
KBC Group
214
KBC Group
Belgium
$715K +$34.5K +241 +5%
Mackenzie Financial
215
Mackenzie Financial
Ontario, Canada
$713K -$2.58M -18,000 -78%
Impax Asset Management Group
216
Impax Asset Management Group
United Kingdom
$677K +$278K +1,943 +71%
AWM
217
Apollon Wealth Management
South Carolina
$671K -$20.9K -146 -3%
GF
218
Gabelli Funds
New York
$663K
RIL
219
Rothschild Investment LLC
Illinois
$656K +$143 +1 +0%
CAM
220
Connacht Asset Management
New York
$649K +$318K +2,216 +97%
BAMF
221
BI Asset Management Fondsmaeglerselskab
Denmark
$610K +$29.9K +209 +5%
SPA
222
Sherbrooke Park Advisers
New York
$600K +$596K +4,161 New
CAM
223
Cresset Asset Management
Illinois
$574K +$571K +3,985 New
SAM
224
Securian Asset Management
Minnesota
$554K -$14.3K -100 -3%
OAM
225
Oppenheimer Asset Management
New York
$546K -$19.1K -133 -3%

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.