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Universal Display

443 hedge funds and large institutions have $5.75B invested in Universal Display in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 159 increasing their positions, 132 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

20% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 132

1% more funds holding

Funds holding: 439443 (+4)

0.81% more ownership

Funds ownership: 71.32%72.13% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less call options, than puts

Call options by funds: $147M | Put options by funds: $152M

23% less capital invested

Capital invested by funds: $7.46B → $5.75B (-$1.7B)

Holders
443
Holders Change
+4
Holders Change %
+0.91%
% of All Funds
7.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
58
Increased
159
Reduced
132
Closed
47
Calls
$147M
Puts
$152M
Net Calls
-$5.23M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
251
FORA Capital
Florida
$537K +$650K +3,141 New
GG
252
Golden Green
South Carolina
$535K +$249K +1,201 +62%
VPIM
253
Vanguard Personalized Indexing Management
California
$531K +$271K +1,309 +73%
PSUF
254
People's United Financial
Connecticut
$515K
EM
255
ELCO Management
New York
$513K
PAMS
256
Pictet Asset Management (Switzerland)
Switzerland
$502K +$608K +2,934 New
PFS
257
Prospera Financial Services
Texas
$500K -$11K -53 -2%
AWM
258
AE Wealth Management
Kansas
$496K +$601K +2,903 New
PWM
259
Perigon Wealth Management
California
$482K +$8.9K +43 +2%
TSS
260
Two Sigma Securities
New York
$480K +$582K +2,810 New
EMG
261
ETF Managers Group
New Jersey
$476K +$44.3K +214 +8%
HIM
262
Hillsdale Investment Management
Ontario, Canada
$471K
QT
263
Quantamental Technologies
New York
$471K +$570K +2,753 New
ACM
264
AlphaCrest Capital Management
New York
$462K -$157K -758 -22%
CWM
265
Connecticut Wealth Management
Connecticut
$461K
KeyBank National Association
266
KeyBank National Association
Ohio
$461K
AC
267
Applied Capital
Arkansas
$447K
P
268
Pitcairn
Pennsylvania
$445K +$41.4K +200 +8%
GF
269
Gabelli Funds
New York
$444K +$290K +1,400 +117%
XF
270
XML Financial
Maryland
$442K
SAM
271
Shell Asset Management
Netherlands
$432K -$20.7K -100 -4%
MML Investors Services
272
MML Investors Services
Massachusetts
$425K
Koshinski Asset Management
273
Koshinski Asset Management
Illinois
$418K +$238K +1,149 +89%
MCM
274
Mengis Capital Management
Oregon
$402K -$31.1K -150 -6%
Cetera Investment Advisers
275
Cetera Investment Advisers
Illinois
$400K -$1.24K -6 -0.3%

OLED Hedge Fund Activity: Q3 2021 in Review

443 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2021, worth a combined $5.75B — down 23% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OLED positions and 47 closed out — a net gain of 11 holders — while 159 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $54.4M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $97.7M.

  • 443 institutional investors held Universal Display (OLED) as of Q3 2021, up from 439 in Q2 2021.
  • Funds reported $5.75B of Universal Display stock for Q3 2021, down 23% quarter-over-quarter.
  • 58 funds opened new Universal Display positions in Q3 2021 and 47 closed out, a net change of +11 holders.
  • The largest Universal Display buyer in Q3 2021 was Fidelity Investments, an estimated $54.4M added.
  • The largest Universal Display seller in Q3 2021 was Vaughan Nelson Investment Management, an estimated $97.7M sold.

Based on aggregated 13F filings for Q3 2021.