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Universal Display

390 hedge funds and large institutions have $5.56B invested in Universal Display in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

124% more call options, than puts

Call options by funds: $119M | Put options by funds: $53.1M

50% more capital invested

Capital invested by funds: $3.7B → $5.56B (+$1.85B)

33% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 43

2.54% more ownership

Funds ownership: 73.35%75.89% (+2.5%)

2% more funds holding

Funds holding: 382390 (+8)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

Holders
390
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
6.22%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
57
Increased
120
Reduced
140
Closed
43
Calls
$119M
Puts
$53.1M
Net Calls
+$65.8M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$47.1M +$975K +7,255 +2%
GF
27
Greenhouse Funds
Maryland
$46.9M -$769K -5,725 -2%
Handelsbanken Fonder
28
Handelsbanken Fonder
Sweden
$45.8M +$800K +5,954 +2%
HJGA
29
Hardman Johnston Global Advisors
Connecticut
$44.7M +$240K +1,785 +0.6%
VanEck Associates
30
VanEck Associates
New York
$40.9M -$3.61M -26,895 -9%
Citadel Advisors
31
Citadel Advisors
Florida
$38.9M -$20.5M -152,758 -38%
AC
32
Avenir Corporation
Virginia
$35.3M -$271K -2,016 -0.9%
CS
33
Candriam SCA
Luxembourg
$35.3M -$1.4M -10,450 -4%
AAMU
34
AEGON Asset Management (UK)
United Kingdom
$34.6M +$3.07M +22,854 +11%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$34.5M +$29.9M +222,621 New
PAMP
36
Polar Asset Management Partners
Ontario, Canada
$31.6M
N
37
Nuveen
North Carolina
$30.4M -$135K -1,008 -0.5%
Principal Financial Group
38
Principal Financial Group
Iowa
$29.7M +$2.68M +19,953 +12%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$29.6M +$25.7M +191,005 New
KCM
40
Kornitzer Capital Management
Kansas
$28.1M -$4.76M -35,385 -16%
RS
41
Robeco Schweiz
Switzerland
$27.9M -$349K -2,600 -1%
Renaissance Technologies
42
Renaissance Technologies
New York
$26.9M -$19.2M -142,839 -45%
TIM
43
Triodos Investment Management
Netherlands
$26.4M
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$25.2M +$4.45M +33,122 +26%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$24.9M +$10.6M +79,014 +97%
Invesco
46
Invesco
Georgia
$23.8M -$5.3M -39,418 -20%
Holocene Advisors
47
Holocene Advisors
New York
$22.6M +$18.8M +139,628 +2,368%
Vontobel Holding
48
Vontobel Holding
Switzerland
$22.3M +$1.52M +11,318 +9%
EWM
49
Endurance Wealth Management
Rhode Island
$21M -$90.7K -675 -0.5%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$20.9M +$617K +4,593 +4%

OLED Hedge Fund Activity: Q1 2023 in Review

390 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2023, worth a combined $5.56B — up 50% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new OLED positions and 43 closed out — a net gain of 14 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $46.4M. The largest seller was Citadel Advisors, cutting an estimated $20.5M.

  • 390 institutional investors held Universal Display (OLED) as of Q1 2023, up from 382 in Q4 2022.
  • Funds reported $5.56B of Universal Display stock for Q1 2023, up 50% quarter-over-quarter.
  • 57 funds opened new Universal Display positions in Q1 2023 and 43 closed out, a net change of +14 holders.
  • The largest Universal Display buyer in Q1 2023 was Frontier Capital Management, an estimated $46.4M added.
  • The largest Universal Display seller in Q1 2023 was Citadel Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2023.