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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
BlackRock
1
BlackRock
New York
$696M -$3.11M -15,022 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$686M -$5.3M -25,593 -0.6%
Macquarie Group
3
Macquarie Group
Australia
$400M -$120K -578 -0%
Primecap Management
4
Primecap Management
California
$385M -$5.53M -26,710 -1%
State Street
5
State Street
Massachusetts
$215M +$11.4M +55,212 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$170M -$8.84M -42,673 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$170M +$54.4M +262,454 +36%
Norges Bank
8
Norges Bank
Norway
$167M +$3.05M +14,712 +2%
UBS AM
9
UBS AM
Illinois
$129M -$168K -813 -0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$98M +$1.46M +7,063 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$95.6M +$372K +1,798 +0.3%
GAM
12
Griffin Asset Management
New York
$91.2M +$3.29M +15,907 +3%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$83M +$11.5M +55,615 +13%
Wells Fargo
14
Wells Fargo
California
$78.1M -$15.2M -73,286 -14%
EIP
15
Epoch Investment Partners
New York
$76.4M +$12.3M +59,203 +15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$75.4M -$753K -3,637 -0.8%
AllianceBernstein
17
AllianceBernstein
Tennessee
$69.6M -$15.3M -73,796 -15%
Northern Trust
18
Northern Trust
Illinois
$65.2M -$89.3K -431 -0.1%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$65M -$11.5M -55,691 -13%
First Trust Advisors
20
First Trust Advisors
Illinois
$64.3M -$24.9M -120,096 -24%
Invesco
21
Invesco
Georgia
$48.7M -$2.74M -13,225 -4%
Handelsbanken Fonder
22
Handelsbanken Fonder
Sweden
$46.7M
AAMU
23
AEGON Asset Management (UK)
United Kingdom
$46.6M +$613K +2,958 +1%
HJGA
24
Hardman Johnston Global Advisors
Connecticut
$46.6M +$45.6K +220 +0.1%
Jennison Associates
25
Jennison Associates
New York
$45.5M -$3.34M -16,128 -6%

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.