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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
MCM
401
Manchester Capital Management
Vermont
$4.89K -$870 -5 -15%
GRP
402
Global Retirement Partners
California
$4.72K +$2.26K +13 +87%
BIA
403
Bell Investment Advisors
California
$4.55K
PFBT
404
Parkside Financial Bank & Trust
Missouri
$4.21K
Mitsubishi UFJ Asset Management
405
Mitsubishi UFJ Asset Management
Japan
$4.04K
LFA
406
LGT Financial Advisors
Texas
$3.71K
FFA
407
Farther Finance Advisors
California
$3.66K
SS
408
Sunbelt Securities
Texas
$3.54K -$1.22K -7 -25%
FFO
409
Fortitude Family Office
Arizona
$3.37K
SIC
410
Salem Investment Counselors
North Carolina
$3.37K
SN
411
Sittner & Nelson
Oregon
$3.37K
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$3.03K
PMFA
413
Plante Moran Financial Advisors
Michigan
$2.86K -$3.31K -19 -53%
WIM
414
Westside Investment Management
California
$2.66K
HNB
415
Huntington National Bank
Ohio
$2.53K +$1.74K +10 +200%
Allspring Global Investments
416
Allspring Global Investments
North Carolina
$2.19K
PWMG
417
Private Wealth Management Group
New Jersey
$2.02K
KFS
418
Kelly Financial Services
Massachusetts
$1.69K -$174 -1 -9%
HIA
419
Harbor Investment Advisory
Maryland
$1.69K +$1.74K +10 New
EWA
420
EverSource Wealth Advisors
Alabama
$1.58K -$174 -1 -9%
CA
421
Continuum Advisory
Idaho
$1.56K +$1.57K +9 New
TWC
422
TD Waterhouse Canada
Ontario, Canada
$1.56K -$10.8K -62 -90%
CIA
423
Cape Investment Advisory
Georgia
$1.52K -$31K -178 -95%
SIC
424
SJS Investment Consulting
Ohio
$1.35K -$174 -1 -11%
FCA
425
FinTrust Capital Advisors
South Carolina
$1.29K

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.