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Universal Display

405 hedge funds and large institutions have $5.59B invested in Universal Display in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 130

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% less capital invested

Capital invested by funds: $5.63B → $5.59B (-$39.7M)

1.72% less ownership

Funds ownership: 72.49%70.77% (-1.7%)

5% less funds holding

Funds holding: 425405 (-20)

15% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $93.9M

27% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 55

Holders
405
Holders Change
-20
Holders Change %
-4.71%
% of All Funds
6.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
40
Increased
157
Reduced
130
Closed
55
Calls
$80.2M
Puts
$93.9M
Net Calls
-$13.7M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
276
Ashton Thomas Private Wealth
Arizona
$309K +$1.24K +8 +0.4%
KA
277
Kozak & Associates
Colorado
$305K
Brown Advisory
278
Brown Advisory
Maryland
$300K +$278K +1,792 New
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$298K +$10.1K +65 +4%
CC
280
Centiva Capital
New York
$292K +$272K +1,750 New
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$288K -$35.7K -230 -12%
TI
282
Trexquant Investment
Connecticut
$276K +$256K +1,651 New
OLA
283
Oliver Luxxe Assets
New Jersey
$275K
TSS
284
Two Sigma Securities
New York
$270K +$251K +1,617 New
SFG
285
Steward Financial Group
Texas
$260K +$241K +1,551 +15,510%
Cetera Investment Advisers
286
Cetera Investment Advisers
Illinois
$259K -$15.5K -100 -6%
PCS
287
Personal CFO Solutions
New Jersey
$259K +$43K +277 +22%
GCIA
288
Gabelli & Co Investment Advisers
New York
$259K +$241K +1,550 New
SBIA
289
Sheaff Brock Investment Advisors
Indiana
$258K
V
290
Veritable
Delaware
$252K -$67.2K -433 -22%
LWAC
291
Laurel Wealth Advisors (California)
California
$250K
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$249K
M&T Bank
293
M&T Bank
New York
$249K +$232K +1,496 New
AT
294
American Trust
Kentucky
$238K +$221K +1,427 New
HA
295
HYA Advisors
Missouri
$235K +$466 +3 +0.2%
FFL
296
Future Fund LLC
Illinois
$234K -$54.3K -350 -20%
IFWM
297
Institute for Wealth Management
Colorado
$232K
LCM
298
Logan Capital Management
Pennsylvania
$230K +$18.5K +119 +9%
PFA
299
Pettinga Financial Advisors
Indiana
$227K
ST
300
Smithfield Trust
Pennsylvania
$224K

OLED Hedge Fund Activity: Q1 2022 in Review

405 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2022, worth a combined $5.59B — down 0.71% from $5.63B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of OLED and 40 opened new positions — a net loss of 15 holders — while 130 trimmed existing stakes and 157 added.

The largest buyer was UBS AM, adding an estimated $61.4M. The largest seller was Citadel Advisors, cutting an estimated $60.9M.

  • 405 institutional investors held Universal Display (OLED) as of Q1 2022, down from 425 in Q4 2021.
  • Funds reported $5.59B of Universal Display stock for Q1 2022, down 0.71% quarter-over-quarter.
  • 40 funds opened new Universal Display positions in Q1 2022 and 55 closed out, a net change of -15 holders.
  • The largest Universal Display buyer in Q1 2022 was UBS AM, an estimated $61.4M added.
  • The largest Universal Display seller in Q1 2022 was Citadel Advisors, an estimated $60.9M sold.

Based on aggregated 13F filings for Q1 2022.