Universal Display
OLED
461 hedge funds and large institutions have $3.72B invested in Universal Display in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 170 increasing their positions, 155 reducing their positions, and 81 closing their positions.
13% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $20.8M
1.84% more ownership
Funds ownership: 83.63% → 85.47% (+1.8%)
10% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 155
10% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 81
3% less funds holding
Funds holding: 474 → 461 (-13)
20% less capital invested
Capital invested by funds: $4.65B → $3.72B (-$923M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$113M |
| 2 |
JP Morgan Chase
New York
|
+$91M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$57.7M |
| 4 |
Goldman Sachs
New York
|
+$38.2M |
| 5 |
XI
XXEC Inc
Tulsa,
Oklahoma
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
-$90.4M |
| 2 |
VanEck Associates
New York
|
-$57.5M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$50M |
| 4 |
ACM
Analog Century Management
New York
|
-$46.9M |
| 5 |
Janus Henderson Group
London,
|
-$45.6M |
OLED Hedge Fund Activity: Q1 2026 in Review
461 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2026, worth a combined $3.72B — down 20% from $4.65B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of OLED and 73 opened new positions — a net loss of 8 holders — while 155 trimmed existing stakes and 170 added.
The largest buyer was AllianceBernstein, adding an estimated $113M. The largest seller was Greenhouse Funds, exiting entirely with an estimated $90.4M sold.
- 461 institutional investors held Universal Display (OLED) as of Q1 2026, down from 474 in Q4 2025.
- Funds reported $3.72B of Universal Display stock for Q1 2026, down 20% quarter-over-quarter.
- 73 funds opened new Universal Display positions in Q1 2026 and 81 closed out, a net change of -8 holders.
- The largest Universal Display buyer in Q1 2026 was AllianceBernstein, an estimated $113M added.
- The largest Universal Display seller in Q1 2026 was Greenhouse Funds, an estimated $90.4M sold.
Based on aggregated 13F filings for Q1 2026.