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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
BlackRock
1
BlackRock
New York
$692M +$19.8M +120,006 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$664M +$2.28M +13,834 +0.3%
Primecap Management
3
Primecap Management
California
$359M -$12.4M -75,320 -3%
State Street
4
State Street
Massachusetts
$229M +$21.1M +128,230 +10%
UBS AM
5
UBS AM
Illinois
$220M +$95.8M +580,685 +77%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$148M -$15.5M -94,275 -9%
Norges Bank
7
Norges Bank
Norway
$145M -$16M -96,970 -10%
LCP
8
LGT Capital Partners
Switzerland
$132M +$104M +633,237 +380%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$131M -$33.8M -204,771 -21%
Macquarie Group
10
Macquarie Group
Australia
$121M -$265M -1,605,995 -69%
Citadel Advisors
11
Citadel Advisors
Florida
$114M +$91.7M +556,280 +414%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$107M +$44.3M +268,825 +70%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$101M +$20.4M +123,946 +26%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$98.3M +$3.72M +22,547 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$97.2M +$4.98M +30,193 +5%
GAM
16
Griffin Asset Management
New York
$91.4M +$3.32M +20,118 +4%
EIP
17
Epoch Investment Partners
New York
$87.1M +$13.3M +80,732 +18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$81.8M +$9.07M +54,976 +12%
First Trust Advisors
19
First Trust Advisors
Illinois
$71.3M +$9.25M +56,069 +15%
Northern Trust
20
Northern Trust
Illinois
$64.2M +$1.22M +7,400 +2%
RS
21
Robeco Schweiz
Switzerland
$61.4M +$2.47M +15,000 +4%
Jennison Associates
22
Jennison Associates
New York
$53.2M +$9.26M +56,137 +21%
HJGA
23
Hardman Johnston Global Advisors
Connecticut
$51.1M +$6.07M +36,820 +14%
AAMU
24
AEGON Asset Management (UK)
United Kingdom
$48.3M +$3.33M +20,177 +7%
Renaissance Technologies
25
Renaissance Technologies
New York
$47.5M +$39.4M +239,100 +494%

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.