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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
US Bancorp
276
US Bancorp
Minnesota
$166K -$43.7K -417 -21%
SFG
277
Steward Financial Group
Texas
$160K +$156K +1,488 New
SAM
278
Shell Asset Management
Netherlands
$157K -$31.7K -302 -17%
MCC
279
Money Concepts Capital
Florida
$153K +$78.8K +751 +112%
CT
280
Clearstead Trust
Maine
$141K
ST
281
Smithfield Trust
Pennsylvania
$140K -$4.72K -45 -3%
TC
282
Truvestments Capital
Florida
$115K -$84.7K -808 -43%
SBL
283
Sargent Bickham Lagudis
Colorado
$113K
TRCT
284
Tower Research Capital (TRC)
New York
$113K -$81K -772 -42%
BAM
285
Belpointe Asset Management
Nevada
$111K +$107K +1,024 New
HIA
286
Harbor Investment Advisory
Maryland
$108K
C
287
Covestor
United Kingdom
$101K +$5.87K +56 +6%
SWM
288
Spire Wealth Management
Virginia
$97K
Walleye Capital
289
Walleye Capital
New York
$89.1K -$895K -8,532 -91%
SSB
290
Sandy Spring Bank
Maryland
$83.2K
SPIA
291
Steward Partners Investment Advisory
New York
$69.8K -$15.7K -150 -19%
ETC
292
Exchange Traded Concepts
Oklahoma
$64.7K +$1.57K +15 +3%
PA
293
Parallel Advisors
California
$64.6K -$10.6K -101 -14%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$57.1K -$1.26M -12,000 -96%
LSA
295
Leonteq Securities AG
Switzerland
$55.1K -$259K -2,470 -83%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$50K -$12.5K -119 -20%
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$50K +$19.6K +187 +68%
HFM
298
Harvest Fund Management
China
$50K +$55.7K +531 +5,900%
WT
299
Washington Trust
Rhode Island
$49.3K -$33.9K -323 -41%
FMB
300
Field & Main Bank
Kentucky
$43.2K

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.