Universal Display
OLED
442 hedge funds and large institutions have $3.8B invested in Universal Display in 2026 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 71 closing their positions.
24% more call options, than puts
Call options by funds: $26.6M | Put options by funds: $21.5M
7.49% more ownership
Funds ownership: 85.47% → 92.96% (+7.5%)
2% more capital invested
Capital invested by funds: $3.72B → $3.8B (+$77M)
2% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 163
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 461 → 442 (-19)
18% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$75.6M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$62.2M |
| 3 |
SI
Sora Investors
Bryn Mawr,
Pennsylvania
|
+$58.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$55.8M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$45.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$97M |
| 2 |
JP Morgan Chase
New York
|
-$77.4M |
| 3 |
Two Sigma Investments
New York
|
-$20.8M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$19.9M |
| 5 |
QCM
Quantinno Capital Management
New York
|
-$18.4M |
OLED Hedge Fund Activity: Q2 2026 in Review
442 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2026, worth a combined $3.8B — up 2.1% from $3.72B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of OLED and 58 opened new positions — a net loss of 13 holders — while 163 trimmed existing stakes and 166 added.
The largest buyer was Franklin Resources, adding an estimated $75.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $97M.
- 442 institutional investors held Universal Display (OLED) as of Q2 2026, down from 461 in Q1 2026.
- Funds reported $3.8B of Universal Display stock for Q2 2026, up 2.1% quarter-over-quarter.
- 58 funds opened new Universal Display positions in Q2 2026 and 71 closed out, a net change of -13 holders.
- The largest Universal Display buyer in Q2 2026 was Franklin Resources, an estimated $75.6M added.
- The largest Universal Display seller in Q2 2026 was Kayne Anderson Rudnick Investment Management, an estimated $97M sold.
Based on aggregated 13F filings for Q2 2026.