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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
CCFM
276
Clear Creek Financial Management
Washington
$393K +$406K +2,333 New
NRD
277
Nebula Research & Development
New York
$393K +$39.3K +226 +11%
Cetera Investment Advisers
278
Cetera Investment Advisers
Illinois
$381K +$393K +2,260 New
PWM
279
Perigon Wealth Management
California
$379K -$2.78K -16 -0.7%
Two Sigma Advisers
280
Two Sigma Advisers
New York
$371K -$731K -4,200 -66%
HCA
281
Harbor Capital Advisors
Illinois
$356K +$368K +2,114 New
EWS
282
Evergreen Wealth Solutions
Pennsylvania
$356K +$870 +5 +0.2%
II
283
Inspire Investing
Idaho
$355K +$18.8K +108 +5%
SIA
284
Schechter Investment Advisors
Michigan
$354K +$366K +2,104 New
CA
285
Calton & Associates
Florida
$345K -$348 -2 -0.1%
SAF
286
Smith Anglin Financial
Texas
$339K +$870 +5 +0.2%
PCS
287
Personal CFO Solutions
New Jersey
$337K -$66.5K -382 -16%
HWA
288
HCR Wealth Advisors
California
$337K
SCM
289
Shelton Capital Management
Colorado
$331K -$16.9K -97 -5%
KA
290
Kozak & Associates
Colorado
$327K +$870 +5 +0.3%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$324K -$72.9K -419 -18%
YMRC
292
Yorktown Management & Research Company
Virginia
$320K
EIP
293
Epoch Investment Partners
New York
$319K -$32.6M -187,301 -99%
C
294
Certuity
Florida
$312K -$13.6K -78 -4%
Cerity Partners
295
Cerity Partners
New York
$310K +$132K +758 +70%
M&T Bank
296
M&T Bank
New York
$305K -$18.6K -107 -6%
CSS
297
Cubist Systematic Strategies
Connecticut
$296K -$402K -2,310 -57%
HT
298
Headlands Technologies
Illinois
$296K +$262K +1,504 +599%
GCIA
299
Gabelli & Co Investment Advisers
New York
$293K
BNP Paribas Asset Management
300
BNP Paribas Asset Management
France
$287K

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.