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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
Charles Schwab
26
Charles Schwab
California
$43.1M +$1.43M +9,204 +4%
Goldman Sachs
27
Goldman Sachs
New York
$41M -$769K -4,953 -2%
Invesco
28
Invesco
Georgia
$38.7M -$1.53M -9,825 -4%
AC
29
Avenir Corporation
Virginia
$38.5M -$20.2K -130 -0.1%
MNG
30
Manning & Napier Group
New York
$37.3M -$1.91M -12,294 -5%
AAMU
31
AEGON Asset Management (UK)
United Kingdom
$36.4M -$11.6M -74,834 -26%
CS
32
Candriam SCA
Luxembourg
$35.7M -$613K -3,949 -2%
KCM
33
Kornitzer Capital Management
Kansas
$34.9M
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$33.8M +$1.09M +7,033 +4%
Rafferty Asset Management
35
Rafferty Asset Management
New York
$32.4M +$6.76M +43,573 +29%
Morgan Stanley
36
Morgan Stanley
New York
$30.7M +$2.46M +15,873 +9%
Bank of America
37
Bank of America
North Carolina
$30.1M +$2.26M +14,580 +9%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$27.8M -$125K -803 -0.5%
N
39
Nuveen
North Carolina
$27.7M -$1.06M -6,802 -4%
Renaissance Technologies
40
Renaissance Technologies
New York
$26.8M -$19.8M -127,300 -44%
Principal Financial Group
41
Principal Financial Group
Iowa
$24.6M -$251K -1,617 -1%
Citigroup
42
Citigroup
New York
$24.1M +$5.05M +32,509 +29%
UBS Group
43
UBS Group
Switzerland
$24M +$5.34M +34,377 +31%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$23M +$3.71M +23,911 +21%
FAM
45
Fred Alger Management
New York
$22.7M +$12.8M +82,748 +156%
EWM
46
Endurance Wealth Management
Rhode Island
$22.2M -$1.63M -10,503 -7%
Ameriprise
47
Ameriprise
Minnesota
$21.8M +$4.06M +26,130 +25%
TIM
48
Triodos Investment Management
Netherlands
$20.9M
Amundi
49
Amundi
France
$19.7M +$463K +2,984 +3%
Vontobel Holding
50
Vontobel Holding
Switzerland
$18.6M +$5.85M +37,713 +53%

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.