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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
ANBT
351
American National Bank & Trust
Texas
$4K
LCM
352
Logan Capital Management
Pennsylvania
$4K -$167K -1,589 -98%
BIA
353
Bell Investment Advisors
California
$3.56K +$839 +8 +32%
NA
354
NewEdge Advisors
Louisiana
$3.41K +$58.3K +556 New
CPG
355
Cornerstone Planning Group
New Jersey
$3.33K +$2.73K +26 New
GWS
356
Glassman Wealth Services
Virginia
$2.92K -$1.26K -12 -31%
EARNEST Partners
357
EARNEST Partners
Georgia
$2.92K
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$2.16K
SIC
359
Salem Investment Counselors
North Carolina
$2.16K
SN
360
Sittner & Nelson
Oregon
$2.16K
PFBT
361
Parkside Financial Bank & Trust
Missouri
$2.16K +$1.57K +15 +300%
JWA
362
JFS Wealth Advisors
Pennsylvania
$2.05K +$315 +3 +19%
SC
363
Schubert & Co
Texas
$2.05K +$629 +6 +46%
Bessemer Group
364
Bessemer Group
New Jersey
$2K -$5.77K -55 -74%
WB
365
Webster Bank
Connecticut
$2K -$3.98K -38 -66%
BFEC
366
Benjamin F. Edwards & Company
Missouri
$2K
GEA
367
Glen Eagle Advisors
New Jersey
$1.84K
Allspring Global Investments
368
Allspring Global Investments
North Carolina
$1.4K +$1.36K +13 New
GFWA
369
Grey Fox Wealth Advisors
Delaware
$1.08K +$1.05K +10 New
AF
370
Advisornet Financial
Minnesota
$864 +$839 +8 New
FFA
371
Farther Finance Advisors
California
$864 +$839 +8 New
AF
372
Allworth Financial
California
$648 -$1.78K -17 -74%
SIC
373
SJS Investment Consulting
Ohio
$648 -$105 -1 -14%
DI
374
Disciplined Investments
Oklahoma
$648
EI
375
Ellevest Inc
New York
$648 +$629 +6 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.