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Universal Display

405 hedge funds and large institutions have $5.59B invested in Universal Display in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 130

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% less capital invested

Capital invested by funds: $5.63B → $5.59B (-$39.7M)

1.72% less ownership

Funds ownership: 72.49%70.77% (-1.7%)

5% less funds holding

Funds holding: 425405 (-20)

15% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $93.9M

27% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 55

Holders
405
Holders Change
-20
Holders Change %
-4.71%
% of All Funds
6.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
40
Increased
157
Reduced
130
Closed
55
Calls
$80.2M
Puts
$93.9M
Net Calls
-$13.7M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
426
Campbell & Co Investment Adviser
Maryland
-$289K -1,750 Closed
CAM
427
Cypress Asset Management
Texas
-$286K -1,730 Closed
MWM
428
Modera Wealth Management
New Jersey
-$243K -1,473 Closed
MBT
429
Montecito Bank & Trust
California
-$238K -1,440 Closed
QT
430
Quantbot Technologies
New York
-$230K -1,399 Closed
BG
431
Bellevue Group
Switzerland
-$225K -1,365 Closed
BCM
432
BTR Capital Management
California
-$222K -1,345 Closed
NA
433
NewEdge Advisors
Louisiana
-$215K -1,304 Closed
E
434
Ergoteles
New York
-$206K -1,248 Closed
NC
435
NewSquare Capital
Pennsylvania
-$165K -1,000 Closed
KLWA
436
Kelly Lawrence W & Associates
California
-$83K -500 Closed
TFM
437
TFC Financial Management
Massachusetts
-$83K -500 Closed
NIM
438
NuWave Investment Management
New Jersey
-$66K -400 Closed
MTWM
439
Masso Torrence Wealth Management
New Jersey
-$51K -312 Closed
BWL
440
Bogart Wealth LLC
Virginia
-$33K -200 Closed
EBA
441
Eagle Bay Advisors
New York
-$16K -98 Closed
CWS
442
Confluence Wealth Services
Pennsylvania
-$11K -72 Closed
SFPG
443
Stonebridge Financial Planning Group
Florida
-$6K -38 Closed
BWP
444
Baldwin Wealth Partners
Massachusetts
-$6K -36 Closed
AP
445
Arlington Partners
Alabama
-$5K -29 Closed
WWMSC
446
Wagner Wealth Management (South Carolina)
South Carolina
-$5K -29 Closed
MFAM
447
Motley Fool Asset Management
Virginia
-$4K -26 Closed
DWA
448
Delos Wealth Advisors
Texas
-$4K -22 Closed
GI
449
Gradient Investments
Minnesota
-$4K -22 Closed
NSIM
450
North Star Investment Management
Illinois
-$3K -16 Closed

OLED Hedge Fund Activity: Q1 2022 in Review

405 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2022, worth a combined $5.59B — down 0.71% from $5.63B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of OLED and 40 opened new positions — a net loss of 15 holders — while 130 trimmed existing stakes and 157 added.

The largest buyer was UBS AM, adding an estimated $61.4M. The largest seller was Citadel Advisors, cutting an estimated $60.9M.

  • 405 institutional investors held Universal Display (OLED) as of Q1 2022, down from 425 in Q4 2021.
  • Funds reported $5.59B of Universal Display stock for Q1 2022, down 0.71% quarter-over-quarter.
  • 40 funds opened new Universal Display positions in Q1 2022 and 55 closed out, a net change of -15 holders.
  • The largest Universal Display buyer in Q1 2022 was UBS AM, an estimated $61.4M added.
  • The largest Universal Display seller in Q1 2022 was Citadel Advisors, an estimated $60.9M sold.

Based on aggregated 13F filings for Q1 2022.