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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
CA
326
Centerpoint Advisors
Massachusetts
$15K +$14.5K +138 New
EE
327
EWG Elevate
California
$14.6K +$14.2K +135 New
GWM
328
Geneos Wealth Management
Colorado
$14.3K
IUHSA
329
Itau Unibanco Holding S.A.
Brazil
$12.3K -$118K -1,125 -91%
APP
330
Alpha Paradigm Partners
Illinois
$12K +$11.4K +109 New
JGIA
331
Jackson Grant Investment Advisers
Connecticut
$11.5K
HPC
332
HM Payson & Co
Maine
$10.8K -$44.8K -427 -81%
HNWAG
333
High Net Worth Advisory Group
Florida
$10.8K
WTC
334
WhitTier Trust Company
Nevada
$10.8K
Balyasny Asset Management
335
Balyasny Asset Management
Illinois
$10.8K +$10.5K +100 New
TCA
336
Trifecta Capital Advisors
Illinois
$10.8K +$10.5K +100 New
AWM
337
Accurate Wealth Management
Florida
$9.38K +$7.87K +75 New
TWA
338
TCI Wealth Advisors
Arizona
$8.54K +$5.77K +55 +229%
QC
339
Quent Capital
New York
$8.43K +$8.18K +78 New
CTB
340
Country Trust Bank
Illinois
$8.1K
IA
341
IFP Advisors
Florida
$8K -$62.7K -598 -90%
TWC
342
TD Waterhouse Canada
Ontario, Canada
$7.1K
GRP
343
Global Retirement Partners
California
$7.02K
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.48K
MWM
345
MinichMacGregor Wealth Management
New York
$6.48K +$6.29K +60 New
LC
346
Lindbrook Capital
California
$6.05K +$5.66K +54 +2,700%
PTC
347
Private Trust Company
Ohio
$6K
AA
348
Ancora Advisors
Ohio
$6K +$5.45K +52 New
ADL
349
Asset Dedication LLC
California
$5K
AAP
350
Arax Advisory Partners
Colorado
$4.88K +$315 +3 +7%

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.