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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$451M +$8.31M +79,245 +2%
BlackRock
2
BlackRock
New York
$439M +$18M +171,651 +4%
Primecap Management
3
Primecap Management
California
$226M -$5.07M -48,350 -2%
UBS AM
4
UBS AM
Illinois
$176M -$1.33M -12,713 -0.8%
State Street
5
State Street
Massachusetts
$156M -$1.52M -14,497 -1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$131M +$120M +1,144,252 +1,715%
Macquarie Group
7
Macquarie Group
Australia
$98.9M +$2.92M +27,854 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$95.3M +$8.24M +78,576 +10%
JP Morgan Chase
9
JP Morgan Chase
New York
$86.6M -$1.61M -15,356 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$76.3M +$1.26M +12,046 +2%
GAM
11
Griffin Asset Management
New York
$60M -$3.01M -28,679 -5%
CCM
12
Copeland Capital Management
Pennsylvania
$55.5M +$14.8M +140,825 +38%
Jennison Associates
13
Jennison Associates
New York
$55.5M +$14.4M +137,408 +37%
LCP
14
LGT Capital Partners
Switzerland
$52M -$1.07M -10,180 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$50.3M +$3.71M +35,411 +8%
EIP
16
Epoch Investment Partners
New York
$49.3M -$16.2M -154,918 -25%
Norges Bank
17
Norges Bank
Norway
$47.8M +$2.04M +19,437 +5%
Morgan Stanley
18
Morgan Stanley
New York
$45.5M +$4.94M +47,148 +13%
Citadel Advisors
19
Citadel Advisors
Florida
$43.6M +$41.8M +398,864 +8,291%
First Trust Advisors
20
First Trust Advisors
Illinois
$42.9M -$667K -6,358 -2%
Amundi
21
Amundi
France
$42.7M +$12M +114,712 +41%
Northern Trust
22
Northern Trust
Illinois
$42.6M +$1.59M +15,169 +4%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$37.3M -$2.02M -19,215 -5%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$35.2M -$47.7M -454,981 -58%
Renaissance Technologies
25
Renaissance Technologies
New York
$34.2M -$17.8M -169,300 -35%

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.