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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
SSB
326
Sandy Spring Bank
Maryland
$87K
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$78K -$36K -232 -33%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$73K +$29.6K +191 +78%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$69K -$13.3K -86 -17%
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$65K +$20.8K +134 +53%
SWA
332
Sutton Wealth Advisors
Florida
$60.3K +$466 +3 +0.8%
RIM
333
Rockbridge Investment Management
New York
$59.7K -$10.1K -65 -15%
S
334
SignatureFD
Georgia
$59K +$34.9K +225 +174%
Skandinaviska Enskilda Banken (SEB)
335
Skandinaviska Enskilda Banken (SEB)
Sweden
$58K -$132K -851 -71%
IA
336
IFP Advisors
Florida
$57K -$97.6K -629 -49%
CAM
337
Costello Asset Management
Pennsylvania
$55K
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$50K -$3.57K -23 -7%
TIM
339
Tortoise Investment Management
New York
$50K
TSWM
340
Tyler-Stone Wealth Management
Ohio
$50K
BWM
341
Baystate Wealth Management
Massachusetts
$47K
Pacer Advisors
342
Pacer Advisors
Pennsylvania
$42K -$899K -5,790 -96%
IUHSA
343
Itau Unibanco Holding S.A.
Brazil
$38K
C
344
Covestor
United Kingdom
$36K +$11.3K +73 +52%
QCG
345
Quadrant Capital Group
Ohio
$36K +$24.5K +158 +287%
BFC
346
Bedel Financial Consulting
Indiana
$34K
AssetMark Inc
347
AssetMark Inc
California
$34K +$21K +135 +190%
UB
348
UMB Bank
Missouri
$33K -$2.95K -19 -9%
OCM
349
Orion Capital Management
California
$33K
RMC
350
Resources Management Corp
Connecticut
$33K

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.