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Universal Display

432 hedge funds and large institutions have $6.14B invested in Universal Display in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 162 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.7% less ownership

Funds ownership: 78.64%76.94% (-1.7%)

4% less funds holding

Funds holding: 452432 (-20)

11% less call options, than puts

Call options by funds: $92.7M | Put options by funds: $105M

14% less capital invested

Capital invested by funds: $7.12B → $6.14B (-$985M)

19% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 162

28% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 69

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
432
Holders Change
-20
Holders Change %
-4.42%
% of All Funds
6.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
50
Increased
131
Reduced
162
Closed
69
Calls
$92.7M
Puts
$105M
Net Calls
-$11.9M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
251
Strid Group
Pennsylvania
$532K
MFS
252
Mirabella Financial Services
United Kingdom
$527K +$545K +3,130 New
Calamos Advisors
253
Calamos Advisors
Illinois
$520K +$537K +3,089 New
FFA
254
Founders Financial Alliance
North Carolina
$514K +$348K +2,000 +190%
CTA
255
Chesley Taft & Associates
Illinois
$505K
EM
256
ELCO Management
New York
$505K
LWAM
257
Legacy Wealth Asset Management
Minnesota
$500K +$1.57K +9 +0.3%
FRM
258
Fox Run Management
Connecticut
$499K +$516K +2,965 New
CCIA
259
Campbell & Co Investment Adviser
Maryland
$471K -$196K -1,128 -29%
EGM
260
Engineers Gate Manager
New York
$470K +$486K +2,791 New
FFA
261
Fortune Financial Advisors
Kansas
$469K -$3.83K -22 -0.8%
CWM
262
Connecticut Wealth Management
Connecticut
$456K
SCA
263
Snowden Capital Advisors
New York
$452K -$117K -673 -20%
CFMC
264
Curbstone Financial Management Corp
New Hampshire
$440K
US Bancorp
265
US Bancorp
Minnesota
$438K +$112K +643 +33%
XF
266
XML Financial
Maryland
$436K
Truist Financial
267
Truist Financial
North Carolina
$430K +$70.5K +405 +19%
William Blair & Company
268
William Blair & Company
Illinois
$428K -$2.78K -16 -0.6%
Bessemer Group
269
Bessemer Group
New Jersey
$425K -$176K -1,011 -29%
AIP
270
ARS Investment Partners
New York
$418K
IIM
271
INTECH Investment Management
Florida
$418K -$165K -951 -28%
PFS
272
Prospera Financial Services
Texas
$409K -$21.4K -123 -5%
BMSSC
273
B. Metzler seel. Sohn & Co
Germany
$406K
MC
274
Maverick Capital
Texas
$396K +$84.7K +487 +26%
RWB
275
RMR Wealth Builders
New Jersey
$394K -$2.44K -14 -0.6%

OLED Hedge Fund Activity: Q1 2024 in Review

432 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2024, worth a combined $6.14B — down 14% from $7.12B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of OLED and 50 opened new positions — a net loss of 19 holders — while 162 trimmed existing stakes and 131 added.

The largest buyer was Point72 Asset Management, adding an estimated $80.6M. The largest seller was Morgan Stanley, cutting an estimated $56.6M.

  • 432 institutional investors held Universal Display (OLED) as of Q1 2024, down from 452 in Q4 2023.
  • Funds reported $6.14B of Universal Display stock for Q1 2024, down 14% quarter-over-quarter.
  • 50 funds opened new Universal Display positions in Q1 2024 and 69 closed out, a net change of -19 holders.
  • The largest Universal Display buyer in Q1 2024 was Point72 Asset Management, an estimated $80.6M added.
  • The largest Universal Display seller in Q1 2024 was Morgan Stanley, an estimated $56.6M sold.

Based on aggregated 13F filings for Q1 2024.