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Universal Display

383 hedge funds and large institutions have $3.47B invested in Universal Display in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $109M | Put options by funds: $61.9M

14% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 126

1.74% more ownership

Funds ownership: 70.77%72.51% (+1.7%)

5% less funds holding

Funds holding: 405383 (-22)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

38% less capital invested

Capital invested by funds: $5.59B → $3.47B (-$2.12B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
6.45%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
45
Increased
144
Reduced
126
Closed
61
Calls
$109M
Puts
$61.9M
Net Calls
+$47.5M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
276
Duncker Streett & Co
Missouri
$205K
TC
277
Truvestments Capital
Florida
$204K -$11.1K -86 -4%
EWS
278
Evergreen Wealth Solutions
Pennsylvania
$203K +$772 +6 +0.3%
HWA
279
HCR Wealth Advisors
California
$202K
LCM
280
Logan Capital Management
Pennsylvania
$199K +$75.9K +590 +43%
KA
281
Kozak & Associates
Colorado
$190K
Rockefeller Capital Management
282
Rockefeller Capital Management
New York
$180K -$900 -7 -0.4%
SFG
283
Steward Financial Group
Texas
$157K
KBC Group
284
KBC Group
Belgium
$144K +$98.9K +769 +118%
Group One Trading
285
Group One Trading
Illinois
$144K +$183K +1,426 New
ST
286
Smithfield Trust
Pennsylvania
$136K
CT
287
Clearstead Trust
Maine
$132K
SLAM
288
Swiss Life Asset Management
$129K -$431K -3,350 -72%
SBL
289
Sargent Bickham Lagudis
Colorado
$113K +$2.57K +20 +2%
HFS
290
Heritage Financial Services
Massachusetts
$111K +$141K +1,100 New
IUHSA
291
Itau Unibanco Holding S.A.
Brazil
$110K +$110K +858 +375%
SWM
292
Spire Wealth Management
Virginia
$106K -$19.3K -150 -13%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$103K +$70.4K +547 +117%
SPIA
294
Steward Partners Investment Advisory
New York
$81K +$129 +1 +0.1%
GWM
295
Geneos Wealth Management
Colorado
$72K -$129 -1 -0.1%
FHA
296
First Horizon Advisors
Tennessee
$70K +$86.3K +671 +2,237%
MCC
297
Money Concepts Capital
Florida
$69K -$82.7K -643 -49%
CFGS
298
Concourse Financial Group Securities
Alabama
$65K +$10.7K +83 +15%
PA
299
Parallel Advisors
California
$61K -$14K -109 -15%
IA
300
IFP Advisors
Florida
$57K

OLED Hedge Fund Activity: Q2 2022 in Review

383 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2022, worth a combined $3.47B — down 38% from $5.59B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of OLED and 45 opened new positions — a net loss of 16 holders — while 126 trimmed existing stakes and 144 added.

The largest buyer was Renaissance Technologies, adding an estimated $23.9M. The largest seller was Neuberger Berman Group, cutting an estimated $42.7M.

  • 383 institutional investors held Universal Display (OLED) as of Q2 2022, down from 405 in Q1 2022.
  • Funds reported $3.47B of Universal Display stock for Q2 2022, down 38% quarter-over-quarter.
  • 45 funds opened new Universal Display positions in Q2 2022 and 61 closed out, a net change of -16 holders.
  • The largest Universal Display buyer in Q2 2022 was Renaissance Technologies, an estimated $23.9M added.
  • The largest Universal Display seller in Q2 2022 was Neuberger Berman Group, an estimated $42.7M sold.

Based on aggregated 13F filings for Q2 2022.