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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$647M +$40.7M +284,170 +7%
BlackRock
2
BlackRock
New York
$576M -$12.4M -86,882 -2%
UBS AM
3
UBS AM
Illinois
$299M
Primecap Management
4
Primecap Management
California
$295M -$4.74M -33,100 -2%
State Street
5
State Street
Massachusetts
$219M +$2.59M +18,071 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$207M +$13.6M +94,570 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$182M +$35.1M +245,277 +24%
Macquarie Group
8
Macquarie Group
Australia
$158M -$1.35M -9,427 -0.9%
Jennison Associates
9
Jennison Associates
New York
$119M +$29.1M +203,279 +33%
JP Morgan Chase
10
JP Morgan Chase
New York
$115M -$6.8M -47,437 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$113M +$7.33M +51,173 +7%
CCM
12
Copeland Capital Management
Pennsylvania
$80.3M +$457K +3,188 +0.6%
GAM
13
Griffin Asset Management
New York
$80M -$296K -2,066 -0.4%
FCM
14
Frontier Capital Management
Massachusetts
$76.5M -$1.58M -11,036 -2%
Norges Bank
15
Norges Bank
Norway
$69.9M +$4.1M +28,602 +6%
First Trust Advisors
16
First Trust Advisors
Illinois
$65.1M +$3.02M +21,077 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$63.9M -$655K -4,571 -1%
Northern Trust
18
Northern Trust
Illinois
$60M +$1.57M +10,929 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$56.8M +$914K +6,377 +2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$55M +$9.28M +64,754 +20%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$54M +$4.4M +30,683 +9%
Amundi
22
Amundi
France
$53.8M -$6.05M -42,198 -10%
EIP
23
Epoch Investment Partners
New York
$50.7M -$7.65M -53,385 -13%
HJGA
24
Hardman Johnston Global Advisors
Connecticut
$48M +$6.42M +44,830 +16%
LCP
25
LGT Capital Partners
Switzerland
$47.6M -$13.4M -93,680 -22%

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.