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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
Creative Planning
201
Creative Planning
Kansas
$1.19M -$99.2K -479 -6%
OAM
202
Oppenheimer Asset Management
New York
$1.18M +$633K +3,057 +80%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$1.16M -$29.4K -142 -2%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$1.14M -$3.73K -18 -0.3%
PFO
205
Pathstone Family Office
New Jersey
$1.13M +$231K +1,116 +20%
CFG
206
CMC Financial Group
Georgia
$1.12M -$3.73K -18 -0.3%
TAM
207
Taurus Asset Management
New York
$1.09M -$8.28K -40 -0.6%
USCWA
208
U.S. Capital Wealth Advisors
Texas
$1.09M +$1.32M +6,365 New
TRSOTSOK
209
Teachers Retirement System of the State of Kentucky
Kentucky
$1.08M
AAM
210
Azzad Asset Management
Virginia
$1.06M +$166K +802 +15%
Pacer Advisors
211
Pacer Advisors
Pennsylvania
$1.04M +$307K +1,481 +32%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$1.01M
TRCT
213
Tower Research Capital (TRC)
New York
$960K +$233K +1,123 +25%
State of Wisconsin Investment Board
214
State of Wisconsin Investment Board
Wisconsin
$927K +$53K +256 +5%
PF
215
Phoenix Financial
Israel
$920K +$1.1M +5,333 New
WSFS
216
Wilmington Savings Fund Society
Delaware
$910K
SWP
217
Strategic Wealth Partners
Ohio
$906K +$580K +2,802 +112%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$898K +$523K +2,527 +93%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$887K -$53.2K -257 -5%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$863K +$801K +3,867 +354%
NSAM
221
North Star Asset Management
Wisconsin
$855K +$828K +4,000 +400%
FA
222
FMA Advisory
Pennsylvania
$850K -$95.1K -459 -8%
BIP
223
Bouvel Investment Partners
Pennsylvania
$848K -$16.4K -79 -2%
GC
224
Grace Capital
Massachusetts
$841K -$590K -2,850 -37%
HighTower Advisors
225
HighTower Advisors
Illinois
$834K -$27.1K -131 -3%

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.