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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
BWL
376
Bogart Wealth LLC
Virginia
$18.5K
JGIA
377
Jackson Grant Investment Advisers
Connecticut
$17.9K
HPC
378
HM Payson & Co
Maine
$16.8K
NB
379
NBT Bank
New York
$16.8K
TCA
380
Trifecta Capital Advisors
Illinois
$16.8K
WTC
381
WhitTier Trust Company
Nevada
$16.8K
CA
382
Centerpoint Advisors
Massachusetts
$16K -$3.83K -22 -18%
QL
383
Quarry LP
New York
$14.5K +$15K +86 New
Nisa Investment Advisors
384
Nisa Investment Advisors
Missouri
$14K -$148K -850 -91%
QC
385
Quent Capital
New York
$13.1K
LSA
386
Leonteq Securities AG
Switzerland
$12.5K -$14.6K -84 -53%
VWM
387
Venturi Wealth Management
Texas
$12K -$915K -5,257 -99%
LC
388
Lindbrook Capital
California
$12K -$3.31K -19 -21%
AWM
389
Avior Wealth Management
Nebraska
$10.9K +$11.3K +65 New
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K
PTC
391
Private Trust Company
Ohio
$9.6K
CFB
392
Cullen/Frost Bankers
Texas
$9.43K +$9.74K +56 New
MSFP
393
Mark Sheptoff Financial Planning
Connecticut
$9.27K +$9.57K +55 New
SAM
394
Smartleaf Asset Management
Massachusetts
$9.06K -$1.04K -6 -10%
MAWCM
395
Mine & Arao Wealth Creation & Management
California
$8.42K
ADL
396
Asset Dedication LLC
California
$8K
First Manhattan
397
First Manhattan
New York
$6.74K
LCM
398
Logan Capital Management
Pennsylvania
$6.23K
IA
399
IFP Advisors
Florida
$5.9K -$26.4K -152 -81%
VCM
400
Versant Capital Management
Arizona
$5.39K

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.