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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
CI
326
Cigna Investments
Connecticut
$233K
BCM
327
BTR Capital Management
California
$230K
ST
328
Smithfield Trust
Pennsylvania
$229K
PFA
329
Pettinga Financial Advisors
Indiana
$228K
MFG
330
Magnus Financial Group
New York
$223K
NA
331
NewEdge Advisors
Louisiana
$223K +$828 +4 +0.3%
EH
332
Equitable Holdings
New York
$223K +$270K +1,302 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
333
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$216K -$822K -3,969 -76%
SWM
334
Spire Wealth Management
Virginia
$215K -$9.73K -47 -4%
PFPT
335
Pinnacle Financial Partners (Tennessee)
Tennessee
$212K -$21.1K -102 -8%
IRF
336
IBM Retirement Fund
New York
$209K
CAN
337
Cetera Advisor Networks
California
$209K +$17.2K +83 +7%
SG
338
StoneX Group
New York
$201K
Canada Pension Plan Investment Board
339
Canada Pension Plan Investment Board
Ontario, Canada
$193K +$184K +887 +368%
SBL
340
Sargent Bickham Lagudis
Colorado
$189K +$207 +1 +0.1%
FMT
341
First Mercantile Trust
Tennessee
$180K -$14.5K -70 -6%
FGAM
342
Financial Gravity Asset Management
Texas
$171K
NC
343
NewSquare Capital
Pennsylvania
$171K +$207K +1,000 New
NIM
344
NuWave Investment Management
New Jersey
$167K +$202K +975 New
APA
345
American Portfolios Advisors
New York
$146K +$6.83K +33 +4%
GWM
346
Geneos Wealth Management
Colorado
$144K +$39.1K +189 +29%
BAM
347
Belpointe Asset Management
Nevada
$127K -$5.18K -25 -3%
SPIA
348
Steward Partners Investment Advisory
New York
$119K +$17.4K +84 +14%
IA
349
IFP Advisors
Florida
$117K -$621 -3 -0.4%
FPS
350
Fieldpoint Private Securities
Connecticut
$108K +$828 +4 +0.6%

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.