Universal Display
OLED
483 hedge funds and large institutions have $8.26B invested in Universal Display in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 50 closing their positions.
44% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 50
19% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 149
12% more call options, than puts
Call options by funds: $141M | Put options by funds: $126M
6% more capital invested
Capital invested by funds: $7.76B → $8.26B (+$503M)
5.05% more ownership
Funds ownership: 77.94% → 82.99% (+5%)
5% more funds holding
Funds holding: 462 → 483 (+21)
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$377M |
| 2 |
BlackRock
New York
|
+$144M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$83.5M |
| 4 |
Rafferty Asset Management
New York
|
+$77.8M |
| 5 |
JP Morgan Chase
New York
|
+$66.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$148M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$128M |
| 3 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$49.8M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$42.2M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$34M |
OLED Hedge Fund Activity: Q3 2024 in Review
483 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2024, worth a combined $8.26B — up 6.5% from $7.76B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new OLED positions and 50 closed out — a net gain of 22 holders — while 177 added to existing stakes and 149 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $377M. The largest seller was Fidelity Investments, cutting an estimated $148M.
- 483 institutional investors held Universal Display (OLED) as of Q3 2024, up from 462 in Q2 2024.
- Funds reported $8.26B of Universal Display stock for Q3 2024, up 6.5% quarter-over-quarter.
- 72 funds opened new Universal Display positions in Q3 2024 and 50 closed out, a net change of +22 holders.
- The largest Universal Display buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $377M added.
- The largest Universal Display seller in Q3 2024 was Fidelity Investments, an estimated $148M sold.
Based on aggregated 13F filings for Q3 2024.