We are live on ! Find out more
OLED icon

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
Swedbank
276
Swedbank
Sweden
$397K +$147K +709 +44%
HCM
277
HMS Capital Management
Tennessee
$397K -$25.1K -121 -5%
YMRC
278
Yorktown Management & Research Company
Virginia
$393K
PHK
279
Point72 Hong Kong
Hong Kong
$390K +$234K +1,128 +98%
Walleye Trading
280
Walleye Trading
New York
$389K +$145K +699 +44%
DSC
281
Duncker Streett & Co
Missouri
$384K +$176K +850 +61%
CTC
282
Central Trust Company
Missouri
$377K
FRM
283
Fox Run Management
Connecticut
$377K +$456K +2,203 New
Cerity Partners
284
Cerity Partners
New York
$357K +$828 +4 +0.2%
Bank Julius Baer & Co
285
Bank Julius Baer & Co
Switzerland
$357K +$432K +2,086 New
TC
286
Truvestments Capital
Florida
$356K +$14.5K +70 +3%
CA
287
Calton & Associates
Florida
$347K +$207 +1 +0%
Public Sector Pension Investment Board (PSP Investments)
288
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$347K +$421K +2,031 New
PGFC
289
Peapack-Gladstone Financial Corp
New Jersey
$343K +$415K +2,006 New
HWA
290
HCR Wealth Advisors
California
$342K +$41.4K +200 +11%
LCM
291
Logan Capital Management
Pennsylvania
$332K
CT
292
Clearstead Trust
Maine
$328K -$78.7K -380 -17%
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$323K +$30.6K +148 +8%
CAM
294
Cresset Asset Management
Illinois
$321K +$12.2K +59 +3%
CC
295
Centiva Capital
New York
$316K -$585K -2,825 -60%
KA
296
Kozak & Associates
Colorado
$315K +$389K +1,877 New
CAM
297
Cypress Asset Management
Texas
$301K -$10.4K -50 -3%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$293K -$51.6K -249 -13%
ATPW
299
Ashton Thomas Private Wealth
Arizona
$291K +$27.1K +131 +8%
MBT
300
Montecito Bank & Trust
California
$290K +$351K +1,694 New

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.