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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
FHA
301
First Horizon Advisors
Tennessee
$43.2K +$7.24K +69 +21%
ACM
302
Aquatic Capital Management
Illinois
$43K +$10.5K +100 +33%
Dimensional Fund Advisors
303
Dimensional Fund Advisors
Texas
$41K +$7.74M +73,763 +24%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$39K +$4.2K +40 +12%
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$37.8K +$839 +8 +2%
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$36K -$176K -1,675 -83%
CFGS
307
Concourse Financial Group Securities
Alabama
$32.7K -$30.9K -295 -49%
TSWM
308
Tyler-Stone Wealth Management
Ohio
$32K
S
309
SignatureFD
Georgia
$30.3K +$1.78K +17 +6%
BWM
310
Baystate Wealth Management
Massachusetts
$30K +$105 +1 +0.4%
QCG
311
Quadrant Capital Group
Ohio
$27.3K -$12K -114 -31%
CNBTD
312
Citizens National Bank Trust Department
Mississippi
$27K
CWC
313
Carolinas Wealth Consulting
North Carolina
$26K +$14.8K +141 +141%
CS
314
Comerica Securities
Michigan
$22.9K +$22.2K +212 New
EAM
315
Erste Asset Management
Austria
$22.1K -$28.9K -276 -57%
RMC
316
Resources Management Corp
Connecticut
$22K
UB
317
UMB Bank
Missouri
$22K
CG
318
Cutler Group
California
$22K +$22.2K +212 New
OCM
319
Orion Capital Management
California
$21.6K
PFG
320
Piershale Financial Group
Illinois
$21.6K +$21K +200 New
AFIA
321
America First Investment Advisors
Nebraska
$20K +$19.2K +183 New
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$17K -$1.78K -17 -10%
CA
323
Crewe Advisors
Utah
$16.7K -$2.83K -27 -15%
TPCW
324
TD Private Client Wealth
New York
$16.4K -$440K -4,194 -97%
SSG
325
Summit Securities Group
New York
$16K +$15.5K +148 New

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.