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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
BFEC
376
Benjamin F. Edwards & Company
Missouri
$11K -$8.24K -50 -43%
CWS
377
Confluence Wealth Services
Pennsylvania
$11K +$11.9K +72 New
GWS
378
Glassman Wealth Services
Virginia
$10K +$6.6K +40 +200%
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.9K
QCG
380
Quadrant Capital Group
Ohio
$9K -$7.75K -47 -46%
DFCM
381
Dark Forest Capital Management
Puerto Rico
$9K +$8.9K +54 New
Manulife (Manufacturers Life Insurance)
382
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.09K -$162K -981 -2%
PMFA
383
Plante Moran Financial Advisors
Michigan
$8K
BWP
384
Baldwin Wealth Partners
Massachusetts
$6K
SFPG
385
Stonebridge Financial Planning Group
Florida
$6K
AP
386
Arlington Partners
Alabama
$5K -$34.3K -208 -88%
GAM
387
Gemmer Asset Management
California
$5K -$2.47K -15 -34%
WWMSC
388
Wagner Wealth Management (South Carolina)
South Carolina
$5K
BIA
389
Bell Investment Advisors
California
$5K +$330 +2 +7%
AF
390
Allworth Financial
California
$4K -$3.46K -21 -48%
EARNEST Partners
391
EARNEST Partners
Georgia
$4K
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$4K
DWA
393
Delos Wealth Advisors
Texas
$4K +$3.63K +22 New
GI
394
Gradient Investments
Minnesota
$4K +$3.63K +22 New
EFS
395
Econ Financial Services
Pennsylvania
$4K +$3.96K +24 New
MFAM
396
Motley Fool Asset Management
Virginia
$4K +$4.29K +26 New
AAP
397
Arax Advisory Partners
Colorado
$3K -$989 -6 -26%
ATC
398
Adirondack Trust Company
New York
$3K
SN
399
Sittner & Nelson
Oregon
$3K
PWMG
400
Prestige Wealth Management Group
New Jersey
$3K +$2.31K +14 +700%

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.