We are live on ! Find out more
OLED icon

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
NSIM
401
North Star Investment Management
Illinois
$3K +$2.64K +16 New
GEA
402
Glen Eagle Advisors
New Jersey
$2.81K -$3.3K -20 -54%
HI
403
Hudock Inc
Pennsylvania
$2K
MI
404
Markston International
New York
$2K
EI
405
Ellevest Inc
New York
$2K +$330 +2 +22%
SFO
406
Standard Family Office
South Dakota
$2K +$2.31K +14 New
TWA
407
TCI Wealth Advisors
Arizona
$1K -$4.12K -25 -81%
LC
408
Lindbrook Capital
California
$1K -$1.15K -7 -54%
CG
409
Cutler Group
California
$1K
HFM
410
Harvest Fund Management
China
$1K
CA
411
CoreCap Advisors
Michigan
$1K +$165 +1 New
SCA
412
Stonebridge Capital Advisors
Minnesota
$1K +$1.15K +7 New
JWA
413
JFS Wealth Advisors
Pennsylvania
$1K +$1.32K +8 New
MCM
414
Manchester Capital Management
Vermont
$1K +$1.32K +8 New
SFG
415
Steward Financial Group
Texas
$1K +$1.65K +10 New
FHC
416
First Heartland Consultants
Missouri
$912 +$912K +5,530 New
VRS
417
Virginia Retirement Systems
Virginia
$743 +$742K +4,500 New
TPCW
418
TD Private Client Wealth
New York
$660 -$11.5K -70 -95%
FGAM
419
Financial Gravity Asset Management
Texas
$5 +$27.2K +165 New
FFG
420
Ford Financial Group
California
$2 +$2.47K +15 New
EAM
421
Eagle Asset Management
Florida
-$41.6M -243,096 Closed
KIP
422
Kayak Investment Partners
California
-$28.3M -165,406 Closed
CA
423
CastleArk Alternatives
Illinois
-$20.5M -120,085 Closed
Natixis Advisors
424
Natixis Advisors
Massachusetts
-$17.7M -103,330 Closed
JAM
425
Jupiter Asset Management
United Kingdom
-$15.7M -91,840 Closed

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.