Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIVERSAL DISPLAY CORP (OLED)

460 + Investors. Track Smart Money conviction in OLED. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
49%

Smart Money Signals — OLED

Based on 446 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their OLED positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
446 hedge funds hold OLED right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OLED is almost the same as a year ago (-12 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

235 buying245 selling
Last quarter: 245 funds reduced or exited vs 235 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new OLED position: 75 → 77 → 52 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 19% new
288 out of 446 hedge funds have held OLED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +4%, value -15%

Value
-15%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~78 new funds/quarter

80 → 75 → 77 → 52 → 78 new funds/Q
New funds entering each quarter: 75 → 77 → 52 → 78. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Of 460 current holders: 317 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
44 of 446 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in OLED. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OLED

How many hedge funds hold OLED — quarterly history vs. share price
Quarterly hedge fund ownership of OLED vs. share price

Market Analysis: OLED

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OLED

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 5 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: OLED
2026 Q1 Stats Unlock in 22 days 460 + Investors

Track Smart Money conviction in OLED. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 460 471 -2.34%
13F Shares 40M 38M 4.38%
Total Value $4.67B $5.50B -15.12%
New Positions 80 52 +28
Increased Positions 173 187 -14
Closed Positions 88 59 +29
Reduced Positions 187 202 -15
Total Calls 11 9 22.22%
Total Puts 6 9 -33.33%
PUT/CALL Ratio 0.55 1.0 Bullish

Statistics: OLED

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

460 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OLED. Verified SEC 13F-HR filings.

Top 25 institutional holders of OLED — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XXEC, Inc. 7.99% 386,937 $45.6M
2 Cascade Investment Advisors, Inc. 0.76% 14,075 $1.3M
3 Ledgewood Wealth Advisors, LLC 0.65% 12,550 $1.2M
4 Red Spruce Capital, LLC 0.43% 11,358 $1.0M
5 Green Alpha Advisors, LLC 0.42% 4,664 $427K
6 MQS Management LLC 0.21% 3,369 $309K
7 FULCRUM WEALTH ADVISORS, LLC 0.18% 2,324 $213K
8 Oak Thistle LLC 0.15% 17,073 $1.6M
9 Cardinal Capital Management 0.14% 12,248 $1.1M
10 ELCO Management Co., LLC 0.13% 3,000 $275K
11 Y-Intercept (Hong Kong) Ltd 0.12% 70,238 $6.4M
12 Linden Thomas Advisory Services, LLC 0.11% 12,327 $1.1M
13 Impact Capital Partners LLC 0.11% 3,921 $359K
14 Bronte Capital Management Pty Ltd. 0.10% 11,121 $1.0M
15 Vest Financial, LLC 0.07% 59,109 $5.4M
16 Bernardo Wealth Planning LLC 0.06% 3,500 $321K
17 OPPENHEIMER & CO INC 0.06% 51,410 $4.7M
18 MOODY NATIONAL BANK TRUST DIVISION 0.05% 6,253 $573K
19 Sterling Capital Management LLC 0.05% 29,875 $2.7M
20 Clear Creek Financial Management, LLC 0.05% 6,477 $594K
21 PFG Investments, LLC 0.04% 10,014 $918K
22 LVW Advisors, LLC 0.03% 3,470 $318K
23 Retirement Systems of Alabama 0.03% 84,103 $7.7M
24 Abacus Wealth Partners, LLC 0.02% 2,900 $266K
25 Louisiana State Employees Retirement System 0.02% 12,800 $1K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UNIVERSAL DISPLAY CORP (OLED)

What does the Smart Money Trend signal show for OLED?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their OLED positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OLED?

More sellers than buyers — 49% buying: Last quarter: 245 funds reduced or exited vs 235 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OLED holders?

Elite ownership — 41% AUM from top-100 funds: 44 of 446 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in OLED. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OLED?

65% of holders stayed for 2+ years: 288 out of 446 hedge funds have held OLED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.