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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
AIM
176
Artemis Investment Management
United Kingdom
$1.51M +$248K +1,506 +20%
GAA
177
Green Alpha Advisors
Colorado
$1.48M +$41.2K +250 +3%
MA
178
Montag & Associates
Georgia
$1.47M
NMERB
179
New Mexico Educational Retirement Board
New Mexico
$1.47M
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$1.42M +$233K +1,414 +20%
RIL
181
Rothschild Investment LLC
Illinois
$1.39M -$17.3K -105 -1%
GT
182
Glenmede Trust
Pennsylvania
$1.38M +$18.1K +110 +1%
1CM
183
1492 Capital Management
Wisconsin
$1.32M +$785K +4,763 +148%
URS
184
Utah Retirement Systems
Utah
$1.29M
Truist Financial
185
Truist Financial
North Carolina
$1.29M -$25.6K -155 -2%
RSC
186
Red Spruce Capital
Pennsylvania
$1.27M +$99.9K +606 +9%
SPC
187
Sigma Planning Corp
Michigan
$1.25M +$84.1K +510 +7%
WG
188
Winton Group
United Kingdom
$1.23M -$328K -1,987 -21%
SCM
189
Silvant Capital Management
Georgia
$1.23M -$54.1K -328 -4%
JMPWA
190
JP Morgan Private Wealth Advisors
California
$1.23M -$11.5K -70 -0.9%
USCWA
191
U.S. Capital Wealth Advisors
Texas
$1.21M +$162K +984 +15%
AAM
192
Azzad Asset Management
Virginia
$1.19M +$160K +973 +16%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M +$4.29K +26 +0.4%
TU
194
TDAM USA
Ontario, Canada
$1.18M -$185K -1,119 -13%
Creative Planning
195
Creative Planning
Kansas
$1.18M +$29.2K +177 +3%
OAM
196
Oppenheimer Asset Management
New York
$1.17M +$32.8K +199 +3%
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
$1.16M +$1.15M +7,000 New
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$1.15M +$30.2K +183 +3%
SG Americas Securities
199
SG Americas Securities
New York
$1.14M -$602K -3,649 -35%
Squarepoint
200
Squarepoint
New York
$1.09M -$4.09M -24,824 -79%

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.