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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
CSPIA
326
Cary Street Partners Investment Advisory
Virginia
$215K
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$211K
SAM
328
Shell Asset Management
Netherlands
$209K -$17.7K -102 -9%
EF
329
Empowered Funds
Pennsylvania
$202K +$209K +1,199 New
BC
330
Bridgefront Capital
Texas
$200K +$207K +1,189 New
CT
331
Clearstead Trust
Maine
$190K
DSC
332
Duncker Streett & Co
Missouri
$186K -$13.1K -75 -6%
SWM
333
Spire Wealth Management
Virginia
$168K +$17.4K +100 +11%
HI
334
Handelsinvest Investeringsforvaltning
Denmark
$165K -$88.4K -508 -34%
QT
335
Quantbot Technologies
New York
$164K +$169K +972 New
KBC Group
336
KBC Group
Belgium
$161K -$676K -3,884 -80%
BC
337
Belmont Capital
California
$132K
SSB
338
Sandy Spring Bank
Maryland
$130K
NA
339
NewEdge Advisors
Louisiana
$117K -$13.7K -79 -10%
C
340
Covestor
United Kingdom
$115K +$1.22K +7 +1%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$112K +$10.1K +58 +10%
PA
342
Parallel Advisors
California
$109K +$5.22K +30 +5%
Qube Research & Technologies (QRT)
343
Qube Research & Technologies (QRT)
United Kingdom
$99.7K
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$94.5K -$2.09K -12 -2%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$93.8K -$25.2K -145 -21%
TC
346
Truvestments Capital
Florida
$87.8K -$16.9K -97 -16%
AT
347
Avalon Trust
New Mexico
$87.6K -$7.83K -45 -8%
SPIA
348
Steward Partners Investment Advisory
New York
$84.4K +$6.96K +40 +9%
CI Investments Inc
349
CI Investments Inc
Ontario, Canada
$84K -$143K -820 -62%
National Bank of Canada
350
National Bank of Canada
Quebec, Canada
$81.9K

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.