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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
GFPC
476
Global Financial Private Client
Florida
-$81.8K -476 Closed
Nisa Investment Advisors
477
Nisa Investment Advisors
Missouri
-$64 -375 Closed
OSAM
478
O'Shaughnessy Asset Management
Connecticut
-$44K -256 Closed
FQ
479
First Quadrant
California
-$36K -208 Closed
CFA
480
Cahill Financial Advisors
Minnesota
-$34K -200 Closed
BCV
481
Banque Cantonale Vaudoise
Switzerland
-$26K -151 Closed
Asset Management One
482
Asset Management One
Japan
-$18K -109 Closed
BMD
483
Better Money Decisions
New Mexico
-$18K -107 Closed
JGIA
484
Jackson Grant Investment Advisers
Connecticut
-$18K -106 Closed
GKWIM
485
Gerber Kawasaki Wealth & Investment Management
California
-$17K -100 Closed
GWMIA
486
Global Wealth Management Investment Advisory
Florida
-$12K -70 Closed
GRP
487
Global Retirement Partners
California
-$9K -50 Closed
JCM
488
Jacobi Capital Management
Pennsylvania
-$9K -50 Closed
HI
489
Harbour Investments
Wisconsin
-$8K -48 Closed
MAM
490
Meeder Asset Management
Ohio
-$8K -46 Closed
FCM
491
Firestone Capital Management
Florida
-$6K -27 Closed
AWM
492
Accel Wealth Management
Iowa
-$4K -23 Closed
PFBT
493
Parkside Financial Bank & Trust
Missouri
-$3K -17 Closed
O
494
Ossiam
France
-$2K -11 Closed
CI
495
CX Institutional
Indiana
-$2K -9 Closed
TCWM
496
Total Clarity Wealth Management
Illinois
-$1K -5 Closed
LF
497
Lee Financial
Texas
-$1K -4 Closed
FMP
498
Financial Management Professionals
Texas
-$1K -3 Closed
LIM
499
Longfellow Investment Management
Massachusetts
-$1K -1 Closed
Allspring Global Investments
500
Allspring Global Investments
North Carolina
+$165 +1 New

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.