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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
IUHSA
351
Itau Unibanco Holding S.A.
Brazil
$38K +$15.8K +96 +72%
UB
352
UMB Bank
Missouri
$36K +$36.1K +219 New
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$34K -$1.98K -12 -5%
BFC
354
Bedel Financial Consulting
Indiana
$33K
OCM
355
Orion Capital Management
California
$33K
RMC
356
Resources Management Corp
Connecticut
$33K
BWL
357
Bogart Wealth LLC
Virginia
$33K +$33K +200 New
ADL
358
Asset Dedication LLC
California
$25K
CCM
359
Covington Capital Management
California
$25K
Canada Pension Plan Investment Board
360
Canada Pension Plan Investment Board
Ontario, Canada
$23K -$163K -986 -87%
C
361
Covestor
United Kingdom
$23K +$23.1K +140 New
MAM
362
McCarthy Asset Management
California
$22K
FHA
363
First Horizon Advisors
Tennessee
$21K -$3.46K -21 -14%
S
364
SignatureFD
Georgia
$21K +$9.07K +55 +74%
BWA
365
BDO Wealth Advisors
Florida
$17K
FF
366
FourThought Financial
Florida
$17K
CWC
367
Carolinas Wealth Consulting
North Carolina
$17K +$16.5K +100 New
HNWAG
368
High Net Worth Advisory Group
Florida
$17K +$16.5K +100 New
EBA
369
Eagle Bay Advisors
New York
$16K
EIP
370
Ellis Investment Partners
Pennsylvania
$16K
SWM
371
Selective Wealth Management
Virginia
$15K -$16.5K -100 -53%
TWC
372
TD Waterhouse Canada
Ontario, Canada
$13.5K +$12.4K +75 New
WB
373
Webster Bank
Connecticut
$13K
AssetMark Inc
374
AssetMark Inc
California
$12K -$52.1K -316 -82%
CTB
375
Country Trust Bank
Illinois
$12K

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.