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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
BFM
301
Boothbay Fund Management
New York
$290K +$351K +1,695 New
AIP
302
ARS Investment Partners
New York
$287K -$414K -2,000 -54%
Marshall Wace
303
Marshall Wace
United Kingdom
$287K +$348K +1,678 New
LWAM
304
Legacy Wealth Asset Management
Minnesota
$285K +$1.66K +8 +0.5%
OLA
305
Oliver Luxxe Assets
New Jersey
$282K -$10.4K -50 -3%
US Bancorp
306
US Bancorp
Minnesota
$276K +$15.1K +73 +5%
TD Asset Management
307
TD Asset Management
Ontario, Canada
$273K +$331K +1,599 New
V
308
Veritable
Delaware
$272K -$42K -203 -11%
Brown Advisory
309
Brown Advisory
Maryland
$268K -$325K -1,570 -50%
CB
310
Commerce Bank
Missouri
$268K +$23K +111 +8%
BO
311
BRR OpCo
Ohio
$264K
PM
312
Parametrica Management
Hong Kong
$263K +$319K +1,541 New
TW
313
Transform Wealth
Colorado
$261K -$3.17M -15,305 -91%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$260K
SBIA
315
Sheaff Brock Investment Advisors
Indiana
$256K
PAG
316
Private Advisor Group
New Jersey
$250K -$18.6K -90 -6%
FCBT
317
First Citizens Bank & Trust
North Carolina
$250K +$13.7K +66 +5%
WAM
318
World Asset Management
Michigan
$248K -$12.6K -61 -4%
KAS
319
Kestra Advisory Services
Texas
$245K +$22K +106 +8%
JF
320
Jump Financial
Illinois
$245K +$297K +1,435 New
OTPPB
321
Ontario Teachers' Pension Plan Board
Ontario, Canada
$240K +$291K +1,403 New
HA
322
HYA Advisors
Missouri
$239K +$414 +2 +0.1%
GAM
323
Gotham Asset Management
New York
$239K +$289K +1,396 New
IFWM
324
Institute for Wealth Management
Colorado
$238K
BG
325
Bellevue Group
Switzerland
$233K

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.