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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
MCC
301
Money Concepts Capital
Florida
$221K +$205K +1,321 New
AC
302
Apogem Capital
New York
$220K +$205K +1,318 New
CT
303
Clearstead Trust
Maine
$218K -$83K -535 -29%
SAF
304
Smith Anglin Financial
Texas
$212K +$4.66K +30 +2%
MML Investors Services
305
MML Investors Services
Massachusetts
$207K -$235K -1,512 -55%
SWM
306
Spire Wealth Management
Virginia
$200K -$931 -6 -0.5%
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$185K +$860K +5,538 +226%
SBL
308
Sargent Bickham Lagudis
Colorado
$182K
Canada Pension Plan Investment Board
309
Canada Pension Plan Investment Board
Ontario, Canada
$167K +$133K +858 +604%
QC
310
Quent Capital
New York
$167K +$155K +1,000 New
BAM
311
Belpointe Asset Management
Nevada
$162K +$56.7K +365 +61%
CSS
312
Cubist Systematic Strategies
Connecticut
$155K -$4.39M -28,304 -97%
Macquarie Group
313
Macquarie Group
Australia
$140K +$16M +103,393 +14%
SPIA
314
Steward Partners Investment Advisory
New York
$134K -$1.86K -12 -1%
LSA
315
Leonteq Securities AG
Switzerland
$133K -$766K -4,938 -86%
FPS
316
Fieldpoint Private Securities
Connecticut
$127K +$15.7K +101 +15%
PA
317
Parallel Advisors
California
$120K +$10.9K +70 +11%
GWM
318
Geneos Wealth Management
Colorado
$119K +$9.47K +61 +9%
National Bank of Canada
319
National Bank of Canada
Quebec, Canada
$111K
KBC Group
320
KBC Group
Belgium
$109K
APA
321
American Portfolios Advisors
New York
$108K -$9.47K -61 -9%
CFGS
322
Concourse Financial Group Securities
Alabama
$93K -$27.5K -177 -24%
BBHC
323
Brown Brothers Harriman & Co
New York
$93K +$86.6K +558 New
ETC
324
Exchange Traded Concepts
Oklahoma
$91K +$21.7K +140 +35%
HPC
325
HM Payson & Co
Maine
$88K

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.