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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
EAM
26
Eagle Asset Management
Florida
$41.6M -$352K -1,701 -0.7%
Charles Schwab
27
Charles Schwab
California
$40.5M +$2.87M +13,875 +6%
CCM
28
Copeland Capital Management
Pennsylvania
$38.1M +$5.92M +28,580 +15%
CS
29
Candriam SCA
Luxembourg
$37M +$6.16M +29,755 +16%
AC
30
Avenir Corporation
Virginia
$35.5M -$750K -3,622 -2%
N
31
Nuveen
North Carolina
$32.7M -$11.1M -53,793 -22%
Morgan Stanley
32
Morgan Stanley
New York
$32.3M +$3.2M +15,455 +9%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$32.1M +$526K +2,541 +1%
FAM
34
Fred Alger Management
New York
$31.4M -$31.8M -153,580 -46%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$30M -$571K -2,757 -2%
VanEck Associates
36
VanEck Associates
New York
$29.3M -$6.61M -31,895 -16%
LCP
37
LGT Capital Partners
Switzerland
$28.5M +$3.75M +18,130 +12%
KIP
38
Kayak Investment Partners
California
$28.3M -$2.5M -12,083 -7%
Millennium Management
39
Millennium Management
New York
$27.5M +$28.5M +137,687 +594%
Principal Financial Group
40
Principal Financial Group
Iowa
$25.8M +$98.2K +474 +0.3%
UBS Group
41
UBS Group
Switzerland
$25.3M +$21.8M +105,191 +247%
Bank of America
42
Bank of America
North Carolina
$25.2M +$11.1M +53,715 +57%
KCM
43
Kornitzer Capital Management
Kansas
$24.7M
EWM
44
Endurance Wealth Management
Rhode Island
$24.6M +$82.4K +398 +0.3%
Citadel Advisors
45
Citadel Advisors
Florida
$23M +$20.1M +97,157 +260%
Citigroup
46
Citigroup
New York
$22.8M +$23.2M +112,058 +532%
Goldman Sachs
47
Goldman Sachs
New York
$21.6M -$353K -1,705 -1%
SI
48
Scout Investments
Missouri
$21.4M -$389K -1,877 -1%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$20.9M +$19.2M +92,709 +313%
CM
50
Castleark Management
Illinois
$20.5M -$1.44M -6,965 -5%

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.