We are live on ! Find out more
OLED icon

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
AP
376
Arlington Partners
Alabama
$41K +$49.1K +237 New
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$38K -$828 -4 -2%
FQ
378
First Quadrant
California
$36K +$43.1K +208 New
BFC
379
Bedel Financial Consulting
Indiana
$34K
OCM
380
Orion Capital Management
California
$34K
RMC
381
Resources Management Corp
Connecticut
$34K
CFA
382
Cahill Financial Advisors
Minnesota
$34K +$41.4K +200 New
SWM
383
Selective Wealth Management
Virginia
$32K -$22.8K -110 -37%
ADL
384
Asset Dedication LLC
California
$26K
BCV
385
Banque Cantonale Vaudoise
Switzerland
$26K
CCM
386
Covington Capital Management
California
$26K
FHA
387
First Horizon Advisors
Tennessee
$24K
MAM
388
McCarthy Asset Management
California
$23K -$21.3K -103 -43%
IUHSA
389
Itau Unibanco Holding S.A.
Brazil
$23K +$27.5K +133 New
BFEC
390
Benjamin F. Edwards & Company
Missouri
$20K
BMD
391
Better Money Decisions
New Mexico
$18K
FF
392
FourThought Financial
Florida
$18K
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$18K
Asset Management One
394
Asset Management One
Japan
$18K +$22.6K +109 New
QCG
395
Quadrant Capital Group
Ohio
$17K -$3.31K -16 -14%
BWA
396
BDO Wealth Advisors
Florida
$17K
EBA
397
Eagle Bay Advisors
New York
$17K
EIP
398
Ellis Investment Partners
Pennsylvania
$17K
GKWIM
399
Gerber Kawasaki Wealth & Investment Management
California
$17K +$20.7K +100 New
S
400
SignatureFD
Georgia
$13K -$4.35K -21 -22%

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.