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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
DSC
276
Duncker Streett & Co
Missouri
$334K -$37.1K -225 -10%
HWA
277
HCR Wealth Advisors
California
$330K
EWS
278
Evergreen Wealth Solutions
Pennsylvania
$330K +$330K +2,000 New
TD Asset Management
279
TD Asset Management
Ontario, Canada
$322K +$58.5K +355 +22%
V
280
Veritable
Delaware
$320K +$57.2K +347 +22%
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$318K -$13.2K -80 -4%
AWM
282
Axxcess Wealth Management
California
$317K +$316K +1,919 New
KeyBank National Association
283
KeyBank National Association
Ohio
$305K -$140K -848 -31%
KA
284
Kozak & Associates
Colorado
$305K
CT
285
Clearstead Trust
Maine
$304K -$13.2K -80 -4%
ATPW
286
Ashton Thomas Private Wealth
Arizona
$304K +$22.4K +136 +8%
CCIA
287
Campbell & Co Investment Adviser
Maryland
$289K +$289K +1,750 New
FFL
288
Future Fund LLC
Illinois
$289K +$289K +1,750 New
CAM
289
Cypress Asset Management
Texas
$286K -$5.11K -31 -2%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$284K +$1.98K +12 +0.7%
AIP
291
ARS Investment Partners
New York
$277K
BMSSC
292
B. Metzler seel. Sohn & Co
Germany
$273K +$272K +1,650 New
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$272K -$114K -689 -29%
OLA
294
Oliver Luxxe Assets
New Jersey
$272K
VPIM
295
Vanguard Personalized Indexing Management
California
$265K -$248K -1,504 -48%
SBIA
296
Sheaff Brock Investment Advisors
Indiana
$256K +$8.24K +50 +3%
LWAC
297
Laurel Wealth Advisors (California)
California
$248K +$247K +1,499 New
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$246K -$4.78K -29 -2%
FCBT
299
First Citizens Bank & Trust
North Carolina
$243K +$989 +6 +0.4%
MWM
300
Modera Wealth Management
New Jersey
$243K +$243K +1,473 New

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.