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Universal Display

425 hedge funds and large institutions have $5.63B invested in Universal Display in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 134

9% more call options, than puts

Call options by funds: $150M | Put options by funds: $139M

0.36% more ownership

Funds ownership: 72.13%72.49% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $5.75B → $5.63B (-$123M)

4% less funds holding

Funds holding: 443425 (-18)

14% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 79

Holders
425
Holders Change
-18
Holders Change %
-4.06%
% of All Funds
6.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
154
Reduced
134
Closed
79
Calls
$150M
Puts
$139M
Net Calls
+$11.8M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
251
Tower Research Capital (TRC)
New York
$469K -$457K -2,772 -49%
AWM
252
AE Wealth Management
Kansas
$469K -$9.73K -59 -2%
PAG
253
Private Advisor Group
New Jersey
$463K +$221K +1,343 +92%
HIM
254
Hillsdale Investment Management
Ontario, Canada
$454K
MML Investors Services
255
MML Investors Services
Massachusetts
$454K +$43.9K +266 +11%
CWM
256
Connecticut Wealth Management
Connecticut
$445K
XF
257
XML Financial
Maryland
$427K
AG
258
Appleton Group
Wisconsin
$420K +$420K +2,548 New
SAM
259
Shell Asset Management
Netherlands
$419K +$2.31K +14 +0.6%
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$404K +$660 +4 +0.2%
CAM
261
Connacht Asset Management
New York
$402K +$401K +2,433 New
YMRC
262
Yorktown Management & Research Company
Virginia
$380K
CQS
263
Credential Qtrade Securities
$378K +$378K +2,293 New
Cerity Partners
264
Cerity Partners
New York
$370K +$25.2K +153 +7%
CTC
265
Central Trust Company
Missouri
$364K
GAM
266
Gotham Asset Management
New York
$361K +$130K +791 +57%
TC
267
Truvestments Capital
Florida
$359K +$15.7K +95 +5%
EGM
268
Engineers Gate Manager
New York
$358K -$3.78M -22,900 -91%
HVP
269
Hudson Value Partners
Florida
$350K -$190K -1,150 -35%
LWAM
270
Legacy Wealth Asset Management
Minnesota
$349K +$73.7K +447 +27%
MCM
271
Mengis Capital Management
Oregon
$348K -$40.4K -245 -10%
AC
272
Applied Capital
Arkansas
$347K -$84.1K -510 -20%
US Bancorp
273
US Bancorp
Minnesota
$337K +$69.3K +420 +26%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$336K +$23.4K +142 +8%
CA
275
Calton & Associates
Florida
$335K +$165 +1 +0%

OLED Hedge Fund Activity: Q4 2021 in Review

425 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2021, worth a combined $5.63B — down 2.1% from $5.75B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of OLED and 68 opened new positions — a net loss of 11 holders — while 134 trimmed existing stakes and 154 added.

The largest buyer was LGT Capital Partners, adding an estimated $104M. The largest seller was Macquarie Group, cutting an estimated $265M.

  • 425 institutional investors held Universal Display (OLED) as of Q4 2021, down from 443 in Q3 2021.
  • Funds reported $5.63B of Universal Display stock for Q4 2021, down 2.1% quarter-over-quarter.
  • 68 funds opened new Universal Display positions in Q4 2021 and 79 closed out, a net change of -11 holders.
  • The largest Universal Display buyer in Q4 2021 was LGT Capital Partners, an estimated $104M added.
  • The largest Universal Display seller in Q4 2021 was Macquarie Group, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2021.