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Universal Display

439 hedge funds and large institutions have $7.46B invested in Universal Display in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 141 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $187M | Put options by funds: $161M

8% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 141

0.78% less ownership

Funds ownership: 72.1%71.32% (-0.78%)

3% less funds holding

Funds holding: 451439 (-12)

7% less capital invested

Capital invested by funds: $8.02B → $7.46B (-$564M)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
439
Holders Change
-12
Holders Change %
-2.66%
% of All Funds
7.64%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
43
Increased
152
Reduced
141
Closed
52
Calls
$187M
Puts
$161M
Net Calls
+$25.8M
Net Calls Change
-$63.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$909M +$34.6M +157,979 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$897M +$5.65M +25,816 +0.6%
Macquarie Group
3
Macquarie Group
Australia
$520M +$512M +2,338,306 +101,798%
Primecap Management
4
Primecap Management
California
$506M +$5.11M +23,350 +1%
State Street
5
State Street
Massachusetts
$268M +$19.7M +90,166 +8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$231M +$1.17M +5,345 +0.5%
Norges Bank
7
Norges Bank
Norway
$214M +$21.1M +96,308 +11%
UBS AM
8
UBS AM
Illinois
$168M -$42.2M -192,876 -20%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$162M -$52.5M -239,796 -25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$126M +$1.29M +5,874 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$124M +$5.68M +25,946 +5%
Wells Fargo
12
Wells Fargo
California
$118M +$571K +2,606 +0.5%
GAM
13
Griffin Asset Management
New York
$115M -$2.01M -9,171 -2%
First Trust Advisors
14
First Trust Advisors
Illinois
$110M -$5.2M -23,755 -5%
AllianceBernstein
15
AllianceBernstein
Tennessee
$107M -$6.88M -31,409 -6%
VNIM
16
Vaughan Nelson Investment Management
Texas
$105M +$19.8M +90,238 +24%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$98.8M +$6.89M +31,444 +8%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$97M -$74.6M -340,726 -44%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$95.7M +$2.51M +11,482 +3%
EIP
20
Epoch Investment Partners
New York
$86.3M -$4.12M -18,828 -5%
Northern Trust
21
Northern Trust
Illinois
$84.9M +$212K +967 +0.3%
FAM
22
Fred Alger Management
New York
$74.9M -$40.7M -185,993 -36%
Invesco
23
Invesco
Georgia
$66.3M +$7.68M +35,053 +13%
RS
24
Robeco Schweiz
Switzerland
$63.4M +$9.86M +45,000 +19%
Jennison Associates
25
Jennison Associates
New York
$62.8M +$10.9M +49,760 +21%

OLED Hedge Fund Activity: Q2 2021 in Review

439 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2021, worth a combined $7.46B — down 7% from $8.02B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of OLED and 43 opened new positions — a net loss of 9 holders — while 141 trimmed existing stakes and 152 added.

The largest buyer was Macquarie Group, adding an estimated $512M. The largest seller was Neuberger Berman Group, cutting an estimated $74.6M.

  • 439 institutional investors held Universal Display (OLED) as of Q2 2021, down from 451 in Q1 2021.
  • Funds reported $7.46B of Universal Display stock for Q2 2021, down 7% quarter-over-quarter.
  • 43 funds opened new Universal Display positions in Q2 2021 and 52 closed out, a net change of -9 holders.
  • The largest Universal Display buyer in Q2 2021 was Macquarie Group, an estimated $512M added.
  • The largest Universal Display seller in Q2 2021 was Neuberger Berman Group, an estimated $74.6M sold.

Based on aggregated 13F filings for Q2 2021.