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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
Handelsbanken Fonder
26
Handelsbanken Fonder
Sweden
$46.4M +$1.38M +8,342 +3%
CCM
27
Copeland Capital Management
Pennsylvania
$45.9M +$9.08M +55,079 +25%
Goldman Sachs
28
Goldman Sachs
New York
$41.4M +$20.6M +124,660 +99%
Charles Schwab
29
Charles Schwab
California
$41.1M +$1.95M +11,827 +5%
Invesco
30
Invesco
Georgia
$39.9M -$7.17M -43,459 -15%
MNG
31
Manning & Napier Group
New York
$38.9M +$38.9M +235,697 New
AC
32
Avenir Corporation
Virginia
$38.1M +$3.82M +23,169 +11%
VanEck Associates
33
VanEck Associates
New York
$36.8M +$8.51M +51,580 +30%
CS
34
Candriam SCA
Luxembourg
$35.9M +$240K +1,454 +0.7%
KCM
35
Kornitzer Capital Management
Kansas
$34.5M +$10.6M +64,545 +45%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$32.3M +$1.25M +7,569 +4%
N
37
Nuveen
North Carolina
$28.9M -$2.66M -16,114 -8%
Morgan Stanley
38
Morgan Stanley
New York
$27.7M -$3.44M -20,837 -11%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$27.6M -$1.31M -7,924 -5%
Bank of America
40
Bank of America
North Carolina
$27.3M +$2.95M +17,900 +12%
Rafferty Asset Management
41
Rafferty Asset Management
New York
$24.8M +$8.33M +50,487 +51%
Principal Financial Group
42
Principal Financial Group
Iowa
$24.6M -$302K -1,829 -1%
EWM
43
Endurance Wealth Management
Rhode Island
$23.7M -$67.9K -412 -0.3%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$22.8M +$17.5M +106,241 +335%
TIM
45
Triodos Investment Management
Netherlands
$20.6M +$8.25M +50,000 +67%
CM
46
Castleark Management
Illinois
$19.8M -$42.9K -260 -0.2%
Amundi
47
Amundi
France
$19M +$10.8M +65,248 +130%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$18.8M +$396K +2,403 +2%
AQR Capital Management
49
AQR Capital Management
Connecticut
$18.8M +$7.93M +48,072 +73%
Citigroup
50
Citigroup
New York
$18.5M -$3.47M -21,059 -16%

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.