We are live on ! Find out more
OLED icon

Universal Display

382 hedge funds and large institutions have $3.7B invested in Universal Display in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 41

27% more call options, than puts

Call options by funds: $82.2M | Put options by funds: $64.7M

11% more capital invested

Capital invested by funds: $3.34B → $3.7B (+$364M)

2% more funds holding

Funds holding: 374382 (+8)

2% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 131

1.63% less ownership

Funds ownership: 74.98%73.35% (-1.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
6.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
56
Increased
134
Reduced
131
Closed
41
Calls
$82.2M
Puts
$64.7M
Net Calls
+$17.5M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
251
RMR Wealth Builders
New Jersey
$252K
PCS
252
Personal CFO Solutions
New Jersey
$250K +$243K +2,317 New
SCM
253
Shelton Capital Management
Colorado
$248K -$10.5K -100 -4%
V
254
Veritable
Delaware
$242K +$235K +2,241 New
II
255
Inspire Investing
Idaho
$237K +$210 +2 +0.1%
CANY
256
Caxton Associates (New York)
New York
$234K -$172K -1,642 -43%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$228K +$42.2K +402 +23%
Fidelity International
258
Fidelity International
Bermuda
$223K +$216K +2,062 New
AT
259
American Trust
Kentucky
$222K +$216K +2,058 New
CA
260
Calton & Associates
Florida
$221K +$214K +2,041 New
EWS
261
Evergreen Wealth Solutions
Pennsylvania
$218K +$212K +2,020 New
HWA
262
HCR Wealth Advisors
California
$216K +$210K +2,000 New
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$215K +$209K +1,992 New
SAF
264
Smith Anglin Financial
Texas
$215K +$209K +1,988 New
KeyBank National Association
265
KeyBank National Association
Ohio
$214K +$207K +1,977 New
TSS
266
Two Sigma Securities
New York
$211K +$204K +1,949 New
M&T Bank
267
M&T Bank
New York
$209K +$202K +1,929 New
KA
268
Kozak & Associates
Colorado
$203K
DCM
269
Dupont Capital Management
Delaware
$201K +$195K +1,862 New
CTC
270
Central Trust Company
Missouri
$200K -$41.7K -398 -18%
KTC
271
Kistler-Tiffany Companies
Pennsylvania
$195K +$171K +1,627 +924%
KBC Group
272
KBC Group
Belgium
$190K -$21.4K -204 -10%
DSC
273
Duncker Streett & Co
Missouri
$187K -$15.7K -150 -8%
Walleye Trading
274
Walleye Trading
New York
$171K -$7.13M -67,981 -98%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$170K -$61.9K -590 -27%

OLED Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2022, worth a combined $3.7B — up 11% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new OLED positions and 41 closed out — a net gain of 15 holders — while 134 added to existing stakes and 131 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $120M. The largest seller was Janus Henderson Group, cutting an estimated $52.6M.

  • 382 institutional investors held Universal Display (OLED) as of Q4 2022, up from 374 in Q3 2022.
  • Funds reported $3.7B of Universal Display stock for Q4 2022, up 11% quarter-over-quarter.
  • 56 funds opened new Universal Display positions in Q4 2022 and 41 closed out, a net change of +15 holders.
  • The largest Universal Display buyer in Q4 2022 was AllianceBernstein, an estimated $120M added.
  • The largest Universal Display seller in Q4 2022 was Janus Henderson Group, an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2022.