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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
HIA
301
Harbor Investment Advisory
Maryland
$242K +$242K +1,467 New
MBT
302
Montecito Bank & Trust
California
$238K -$41.9K -254 -15%
HA
303
HYA Advisors
Missouri
$232K +$165 +1 +0.1%
QT
304
Quantbot Technologies
New York
$230K -$1.04M -6,317 -82%
IFWM
305
Institute for Wealth Management
Colorado
$229K
BG
306
Bellevue Group
Switzerland
$225K
PFA
307
Pettinga Financial Advisors
Indiana
$224K +$4.12K +25 +2%
BCM
308
BTR Capital Management
California
$222K
ST
309
Smithfield Trust
Pennsylvania
$221K
NA
310
NewEdge Advisors
Louisiana
$215K
PCS
311
Personal CFO Solutions
New Jersey
$211K +$211K +1,277 New
OTPPB
312
Ontario Teachers' Pension Plan Board
Ontario, Canada
$209K -$22.9K -139 -10%
LCM
313
Logan Capital Management
Pennsylvania
$208K -$112K -680 -35%
IA
314
IFP Advisors
Florida
$208K +$96.8K +587 +85%
E
315
Ergoteles
New York
$206K +$206K +1,248 New
SAF
316
Smith Anglin Financial
Texas
$205K +$205K +1,241 New
SWM
317
Spire Wealth Management
Virginia
$199K -$8.08K -49 -4%
Skandinaviska Enskilda Banken (SEB)
318
Skandinaviska Enskilda Banken (SEB)
Sweden
$199K +$140K +851 +243%
SBL
319
Sargent Bickham Lagudis
Colorado
$181K -$1.81K -11 -1%
NC
320
NewSquare Capital
Pennsylvania
$165K
SPIA
321
Steward Partners Investment Advisory
New York
$135K +$19.3K +117 +17%
Twin Tree Management
322
Twin Tree Management
Texas
$133K -$2.84M -17,212 -96%
CFGS
323
Concourse Financial Group Securities
Alabama
$122K +$76.2K +462 +168%
APA
324
American Portfolios Advisors
New York
$117K -$23.6K -143 -17%
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$115K +$13.9K +84 +14%

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.