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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
CQS
401
Credential Qtrade Securities
-$259K -2,743 Closed
CCMT
402
CMT Capital Markets Trading
Germany
-$233K -2,468 Closed
AIP
403
ARS Investment Partners
New York
-$186K -1,975 Closed
CAM
404
Columbia Asset Management
Michigan
-$94K -1,000 Closed
RTC
405
Riverview Trust Company
Washington
-$23K -246 Closed
EWA
406
EverSource Wealth Advisors
Alabama
-$20K -214 Closed
MAM
407
Meeder Asset Management
Ohio
-$14K -145 Closed
BWA
408
BDO Wealth Advisors
Florida
-$9K -100 Closed
EIP
409
Ellis Investment Partners
Pennsylvania
-$9K -100 Closed
AssetMark Inc
410
AssetMark Inc
California
-$9K -98 Closed
AA
411
AlphaMark Advisors
Kentucky
-$9K -94 Closed
MAM
412
Marquette Asset Management
Minnesota
-$5K -56 Closed
PMFA
413
Plante Moran Financial Advisors
Michigan
-$5K -50 Closed
PHK
414
Point72 Hong Kong
Hong Kong
-$5K -48 Closed
SWM
415
Selective Wealth Management
Virginia
-$4K -45 Closed
SFO
416
Standard Family Office
South Dakota
-$2K -22 Closed
CFFP
417
Center for Financial Planning
Michigan
-$2K -18 Closed
ATC
418
Adirondack Trust Company
New York
-$2K -17 Closed
PWMG
419
Prestige Wealth Management Group
New Jersey
-$1K -12 Closed
BTI
420
Blue Trust Inc
Georgia
-$105 -1 -20%
VF
421
VitalStone Financial
Texas
+$105 +1 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.