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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
GF
26
Greenhouse Funds
Maryland
$33.2M +$3.54M +33,781 +12%
Charles Schwab
27
Charles Schwab
California
$32M +$1.59M +15,153 +5%
VanEck Associates
28
VanEck Associates
New York
$31.4M +$1.26M +12,002 +4%
Handelsbanken Fonder
29
Handelsbanken Fonder
Sweden
$31.3M +$622K +5,929 +2%
HJGA
30
Hardman Johnston Global Advisors
Connecticut
$30.9M -$585K -5,575 -2%
CS
31
Candriam SCA
Luxembourg
$27.8M +$6.19K +59 +0%
AC
32
Avenir Corporation
Virginia
$24.8M -$413K -3,938 -2%
KCM
33
Kornitzer Capital Management
Kansas
$23.4M -$1.32M -12,540 -5%
PAMP
34
Polar Asset Management Partners
Ontario, Canada
$22M +$7.04M +67,100 +49%
AAMU
35
AEGON Asset Management (UK)
United Kingdom
$21.6M +$2.81M +26,825 +15%
FCM
36
Frontier Capital Management
Massachusetts
$21.3M +$10.5M +100,497 +104%
N
37
Nuveen
North Carolina
$21.2M +$3.1M +29,557 +18%
Goldman Sachs
38
Goldman Sachs
New York
$21.2M -$2.33M -22,252 -10%
Invesco
39
Invesco
Georgia
$20.8M -$3.54M -33,796 -15%
RS
40
Robeco Schweiz
Switzerland
$19.7M -$8.98M -85,600 -32%
Principal Financial Group
41
Principal Financial Group
Iowa
$18.6M +$230K +2,192 +1%
TIM
42
Triodos Investment Management
Netherlands
$18.4M
JAM
43
Jupiter Asset Management
United Kingdom
$15M +$4.13M +39,403 +39%
EWM
44
Endurance Wealth Management
Rhode Island
$14.7M +$134K +1,277 +0.9%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$14M -$767K -7,316 -5%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$14M +$486K +4,632 +4%
Vontobel Holding
47
Vontobel Holding
Switzerland
$13.7M +$42.1K +401 +0.3%
SFM
48
Systematic Financial Management
New Jersey
$13.4M +$3.06M +29,137 +31%
Bank of America
49
Bank of America
North Carolina
$11.8M +$35.4K +338 +0.3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$11.7M +$199K +1,900 +2%

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.