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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
SCM
301
Semanteon Capital Management
Massachusetts
$281K +$290K +1,669 New
OLA
302
Oliver Luxxe Assets
New Jersey
$278K
PRC
303
Pearl River Capital
Michigan
$271K +$280K +1,611 New
CIM
304
Contravisory Investment Management
Massachusetts
$270K
EC
305
EntryPoint Capital
New York
$269K +$278K +1,596 New
Franklin Resources
306
Franklin Resources
California
$261K +$269K +1,548 New
SAG
307
SageView Advisory Group
California
$256K +$1.22M +7,000 New
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$255K +$2.78K +16 +1%
ATPW
309
Ashton Thomas Private Wealth
Arizona
$253K
MML Investors Services
310
MML Investors Services
Massachusetts
$250K -$21.6K -124 -8%
CAM
311
Columbia Asset Management
Michigan
$250K
MM
312
MQS Management
New York
$240K -$109K -625 -30%
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$239K +$40.7K +234 +20%
SBIA
314
Sheaff Brock Investment Advisors
Indiana
$236K
GCM
315
Genus Capital Management
British Columbia, Canada
$236K +$244K +1,400 New
PFA
316
Pettinga Financial Advisors
Indiana
$235K
S
317
SignatureFD
Georgia
$231K -$870 -5 -0.4%
Envestnet Portfolio Solutions
318
Envestnet Portfolio Solutions
Illinois
$230K -$35.1K -202 -13%
CTC
319
Central Trust Company
Missouri
$223K +$8.87K +51 +4%
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$221K +$20.4K +117 +10%
IC
321
IEQ Capital
California
$221K +$5.57K +32 +3%
BBI
322
Baxter Bros Inc
Connecticut
$219K
ST
323
Smithfield Trust
Pennsylvania
$218K
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$216K -$82.1K -472 -27%
IFWM
325
Institute for Wealth Management
Colorado
$216K

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.