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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
National Bank of Canada
326
National Bank of Canada
Quebec, Canada
$110K +$110K +666 New
FPS
327
Fieldpoint Private Securities
Connecticut
$109K +$4.45K +27 +4%
GWM
328
Geneos Wealth Management
Colorado
$107K -$31.2K -189 -22%
KBC Group
329
KBC Group
Belgium
$107K +$107K +651 New
PA
330
Parallel Advisors
California
$106K +$8.9K +54 +9%
BAM
331
Belpointe Asset Management
Nevada
$100K -$23.1K -140 -19%
HPC
332
HM Payson & Co
Maine
$87K
SSB
333
Sandy Spring Bank
Maryland
$86K +$4.62K +28 +6%
TFM
334
TFC Financial Management
Massachusetts
$83K -$16.2K -98 -16%
KLWA
335
Kelly Lawrence W & Associates
California
$83K
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$83K +$42.9K +260 +108%
RIM
337
Rockbridge Investment Management
New York
$70K +$165 +1 +0.2%
ETC
338
Exchange Traded Concepts
Oklahoma
$67K
NIM
339
NuWave Investment Management
New Jersey
$66K -$94.8K -575 -59%
JFGIW
340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K
SWA
341
Sutton Wealth Advisors
Florida
$59.1K +$825 +5 +1%
NFG
342
Next Financial Group
Texas
$55K +$3.96K +24 +8%
CAM
343
Costello Asset Management
Pennsylvania
$54K
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$53K +$4.95K +30 +10%
MTWM
345
Masso Torrence Wealth Management
New Jersey
$51K +$51.5K +312 New
TIM
346
Tortoise Investment Management
New York
$50K
TSWM
347
Tyler-Stone Wealth Management
Ohio
$50K +$49.5K +300 New
BWM
348
Baystate Wealth Management
Massachusetts
$46K +$165 +1 +0.4%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$42K +$41.7K +253 New
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$41K -$12.5K -76 -24%

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.