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Universal Display

451 hedge funds and large institutions have $8.02B invested in Universal Display in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $250M | Put options by funds: $161M

2% more capital invested

Capital invested by funds: $7.84B → $8.02B (+$183M)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 148

0.47% less ownership

Funds ownership: 72.57%72.1% (-0.47%)

1% less funds holding

Funds holding: 454451 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
451
Holders Change
-3
Holders Change %
-0.66%
% of All Funds
7.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
59
Increased
150
Reduced
148
Closed
58
Calls
$250M
Puts
$161M
Net Calls
+$89.3M
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
401
American International Group
New York
$18.5K +$62.4K +270 +0.3%
CTB
402
Country Trust Bank
Illinois
$18K
WB
403
Webster Bank
Connecticut
$18K
GWMIA
404
Global Wealth Management Investment Advisory
Florida
$17K -$9.24K -40 -36%
QCG
405
Quadrant Capital Group
Ohio
$17K +$4.16K +18 +35%
SSB
406
Sandy Spring Bank
Maryland
$15K -$2.08K -9 -12%
HNB
407
Huntington National Bank
Ohio
$15K
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$15K +$14.1K +61 New
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K
CCMW
410
Cypress Capital Management (Wyoming)
Wyoming
$14K
GEA
411
Glen Eagle Advisors
New Jersey
$13.5K
ICM
412
Islay Capital Management
Texas
$13K
HI
413
Harbour Investments
Wisconsin
$13K +$12.7K +55 New
PMFA
414
Plante Moran Financial Advisors
Michigan
$12K
Credit Agricole
415
Credit Agricole
France
$11K -$3.45M -14,955 -100%
GAM
416
Gemmer Asset Management
California
$10K
AF
417
Allworth Financial
California
$10K +$4.85K +21 +105%
SFPG
418
Stonebridge Financial Planning Group
Florida
$9K
MAM
419
Meeder Asset Management
Ohio
$9K +$924 +4 +12%
S
420
SignatureFD
Georgia
$9K +$1.62K +7 +21%
BC
421
Burleson & Co
California
$9K +$9.01K +39 New
BCA
422
Berman Capital Advisors
Georgia
$8K
WWMSC
423
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$6.7K +29 New
TCWM
424
Total Clarity Wealth Management
Illinois
$7K +$6.93K +30 New
BWP
425
Baldwin Wealth Partners
Massachusetts
$6K

OLED Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2021, worth a combined $8.02B — up 2.3% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OLED positions and 58 closed out — a net gain of 1 holder — while 150 added to existing stakes and 148 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $239M. The largest seller was Fidelity Investments, cutting an estimated $171M.

  • 451 institutional investors held Universal Display (OLED) as of Q1 2021, down from 454 in Q4 2020.
  • Funds reported $8.02B of Universal Display stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 59 funds opened new Universal Display positions in Q1 2021 and 58 closed out, a net change of +1 holder.
  • The largest Universal Display buyer in Q1 2021 was Wellington Management Group, an estimated $239M added.
  • The largest Universal Display seller in Q1 2021 was Fidelity Investments, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2021.