OLED
Universal Display Corporation · Technology · Hardware, Equipment & Parts
Señales de momentum (gestores comparables):
amplitud de titulares +10.5% ·
flujo de acciones +1.0% ·
nuevas posiciones netas +4.8%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 115 | -4 | 32.61M | $2.83B | +5 | −10 |
| Q1 2026 | 123 | -3 | 30.66M | $2.83B | +5 | −9 |
| Q4 2025 | 127 | -1 | 31.72M | $3.70B | +1 | −1 |
| Q3 2025 | 21 | +2 | 16.64M | $2.39B | +2 | −1 |
| Q2 2025 | 17 | +1 | 15.64M | $2.42B | +1 | n/a |
| Q1 2025 | 13 | -1 | 5.90M | $823.43M | n/a | −1 |
| Q4 2024 | 14 | +2 | 5.97M | $872.35M | +2 | n/a |
| Q3 2024 | 11 | -2 | 4.05M | $850.14M | +1 | −3 |
| Q2 2024 | 13 | n/a | 4.45M | $935.82M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 5.07M | +10.0% | $728.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 4.13M | -15.5% | $592.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 3 | PRIMECAP Management ✦ | 2.26M | +1.9% | $324.37M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 1.63M | +2.6% | $233.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 944.73K | n/a | $135.69M | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 6 | Geode Capital Management ✦ (pasivo) | 886.97K | +2.7% | $127.42M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 540.04K | n/a | $77.57M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 8 | Point72 Asset Management ✦ | 198.98K | +1.4% | $28.58M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | Millennium Management ✦ | 192.18K | +424.6% | $27.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 185.83K | +88.1% | $26.69M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 147.77K | n/a | $21.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Citadel Advisors ✦ | 118.91K | +110.9% | $17.08M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | Adage Capital Partners ✦ | 85.00K | Nuevo | $12.21M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 62.87K | +337.3% | $9.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Wellington Management ✦ | 50.71K | -53.7% | $7.28M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 16 | AQR Capital Management ✦ | 45.25K | -44.4% | $6.50M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 17 | T. Rowe Price ✦ | 32.87K | +7.5% | $4.72M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 31.43K | +1.7% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Bridgewater Associates ✦ | 15.27K | +8.9% | $2.19M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 12.99K | Nuevo | $1.87M | 0.0% | New | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 9.24K | -29.1% | $1.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Adage Capital Partners | $12.21M | 0.0% |
| Two Sigma Investments | $1.87M | 0.0% |
Posición cerrada
| Norges Bank | $124.48M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 455 tenedores, 38.51M acciones, $3.50B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 4.65K acc. · $395,226
Director · 314 acc. · $26,866
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología