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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
CTB
401
Country Trust Bank
Illinois
$13K
WB
402
Webster Bank
Connecticut
$13K
TPCW
403
TD Private Client Wealth
New York
$12.7K -$3.73K -18 -20%
GWMIA
404
Global Wealth Management Investment Advisory
Florida
$12K
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K
BCA
406
Berman Capital Advisors
Georgia
$9K -$13.9K -67 -56%
PMFA
407
Plante Moran Financial Advisors
Michigan
$9K
GRP
408
Global Retirement Partners
California
$9K +$2.9K +14 +39%
JCM
409
Jacobi Capital Management
Pennsylvania
$9K +$10.4K +50 New
HI
410
Harbour Investments
Wisconsin
$8K -$414 -2 -4%
MAM
411
Meeder Asset Management
Ohio
$8K -$207 -1 -2%
GAM
412
Gemmer Asset Management
California
$8K
AF
413
Allworth Financial
California
$8K +$621 +3 +7%
SFPG
414
Stonebridge Financial Planning Group
Florida
$7K
GEA
415
Glen Eagle Advisors
New Jersey
$6.33K
FCM
416
Firestone Capital Management
Florida
$6K
WQ
417
Wealth Quarterback
New Jersey
$6K +$207 +1 +3%
BWP
418
Baldwin Wealth Partners
Massachusetts
$6K +$2.28K +11 +44%
TWA
419
TCI Wealth Advisors
Arizona
$5K -$828 -4 -11%
EARNEST Partners
420
EARNEST Partners
Georgia
$5K
WWMSC
421
Wagner Wealth Management (South Carolina)
South Carolina
$5K
BIA
422
Bell Investment Advisors
California
$5K +$6.21K +30 New
AWM
423
Accel Wealth Management
Iowa
$4K
AAP
424
Arax Advisory Partners
Colorado
$4K
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$4K

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.