Universal Display
OLED
462 hedge funds and large institutions have $7.76B invested in Universal Display in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 151 increasing their positions, 159 reducing their positions, and 42 closing their positions.
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
93% more call options, than puts
Call options by funds: $140M | Put options by funds: $72.4M
76% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 42
26% more capital invested
Capital invested by funds: $6.14B → $7.76B (+$1.62B)
7% more funds holding
Funds holding: 433 → 462 (+29)
1% more ownership
Funds ownership: 76.94% → 77.94% (+1%)
5% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$107M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
+$44M |
| 3 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$43.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$34.3M |
| 5 |
CCM
CloudAlpha Capital Management
Hong Kong
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$81.8M |
| 2 |
Jennison Associates
New York
|
-$32.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$28.2M |
| 4 |
PHK
Point72 Hong Kong
Hong Kong
|
-$25.4M |
| 5 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$25.3M |
OLED Hedge Fund Activity: Q2 2024 in Review
462 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2024, worth a combined $7.76B — up 26% from $6.14B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new OLED positions and 42 closed out — a net gain of 32 holders — while 151 added to existing stakes and 159 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $107M. The largest seller was Point72 Asset Management, cutting an estimated $81.8M.
- 462 institutional investors held Universal Display (OLED) as of Q2 2024, up from 433 in Q1 2024.
- Funds reported $7.76B of Universal Display stock for Q2 2024, up 26% quarter-over-quarter.
- 74 funds opened new Universal Display positions in Q2 2024 and 42 closed out, a net change of +32 holders.
- The largest Universal Display buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $107M added.
- The largest Universal Display seller in Q2 2024 was Point72 Asset Management, an estimated $81.8M sold.
Based on aggregated 13F filings for Q2 2024.