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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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$1.34M -$22.3K -213 -2%
GAM
152
Gotham Asset Management
New York
$1.33M -$2.01M -19,164 -61%
Natixis Advisors
153
Natixis Advisors
Massachusetts
$1.31M +$1.27M +12,108 New
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$1.25M
OTPPB
155
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.23M -$557K -5,307 -32%
SOMRS
156
State of Michigan Retirement System
Michigan
$1.2M +$21K +200 +2%
CCS
157
Concentric Capital Strategies
Connecticut
$1.15M +$1.12M +10,679 New
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$1.15M -$236K -2,250 -17%
AAM
159
Azzad Asset Management
Virginia
$1.11M -$74.3K -708 -6%
JMPWA
160
JP Morgan Private Wealth Advisors
California
$1.09M +$27K +257 +3%
X
161
Xponance
Pennsylvania
$1.09M +$64.4K +614 +7%
CGPCS
162
Capital Group Private Client Services
California
$1.08M
BWP
163
Balboa Wealth Partners
Arizona
$1.06M +$80.9K +771 +9%
RSC
164
Red Spruce Capital
Pennsylvania
$1.06M -$28.8K -275 -3%
Victory Capital Management
165
Victory Capital Management
Texas
$1.04M -$315 -3 -0%
1CM
166
1492 Capital Management
Wisconsin
$1.02M +$163K +1,558 +20%
Pacer Advisors
167
Pacer Advisors
Pennsylvania
$1.01M +$493K +4,697 +102%
AIM
168
Artemis Investment Management
United Kingdom
$974K -$213K -2,031 -18%
Aviva
169
Aviva
United Kingdom
$971K -$640K -6,104 -40%
GAA
170
Green Alpha Advisors
Colorado
$964K +$29.8K +284 +3%
MA
171
Montag & Associates
Georgia
$964K
FIM
172
Fernwood Investment Management
Massachusetts
$931K
CM
173
Capula Management
Cayman Islands
$930K -$80.8K -770 -8%
Fiera Capital (Canada)
174
Fiera Capital (Canada)
Quebec, Canada
$926K
SPC
175
Sigma Planning Corp
Michigan
$919K -$105K -1,000 -11%

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.