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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
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$105K
TFM
352
TFC Financial Management
Massachusetts
$102K
PA
353
Parallel Advisors
California
$100K +$25.9K +125 +27%
HPC
354
HM Payson & Co
Maine
$90K +$88.4K +427 +427%
VNIM
355
Vaughan Nelson Investment Management
Texas
$87K -$97.7M -471,987 -100%
BDWM
356
Brewin Dolphin Wealth Management
Ireland
$85.5K
KLWA
357
Kelly Lawrence W & Associates
California
$85K
SSB
358
Sandy Spring Bank
Maryland
$84K
GFPC
359
Global Financial Private Client
Florida
$81.8K +$35.2K +170 +56%
RIM
360
Rockbridge Investment Management
New York
$72K
ETC
361
Exchange Traded Concepts
Oklahoma
$69K +$2.48K +12 +3%
JFGIW
362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K
AssetMark Inc
363
AssetMark Inc
California
$66K +$80.1K +387 New
RS
364
Robeco Schweiz
Switzerland
$61K +$14.9M +72,000 +25%
SWA
365
Sutton Wealth Advisors
Florida
$60.3K
Skandinaviska Enskilda Banken (SEB)
366
Skandinaviska Enskilda Banken (SEB)
Sweden
$60K
CAM
367
Costello Asset Management
Pennsylvania
$56K +$207 +1 +0.3%
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$55K +$22.2K +107 +50%
NFG
369
Next Financial Group
Texas
$53K
TIM
370
Tortoise Investment Management
New York
$51K +$62.1K +300 New
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$50K +$34.8K +168 +135%
BWM
372
Baystate Wealth Management
Massachusetts
$48K
CFGS
373
Concourse Financial Group Securities
Alabama
$47K +$9.32K +45 +20%
OSAM
374
O'Shaughnessy Asset Management
Connecticut
$44K +$4.97K +24 +10%
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$41K -$3M -14,501 -98%

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.