- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 7 listed it in both
- Shares listed
- 4,484,890
- combined, among listed positions
- Reported value
- $858m
- combined, at the quarter end
Among the 93 comparable managers: 7 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing OLED in Q4 2023
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 2,062,557 | $394m | under 0.1% | Added | n.a. | 5 Nov 2026 (the filing on sec.gov) |
| AllianceBernstein LP | 1,030,752 | $197m | 0.08% | Trimmed | -214,244 | 14 Feb 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 611,020 | $117m | 0.28% | Added | +244,652 | 14 Feb 2024 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 406,071 | $78m | 0.07% | Added | +19,146 | 14 Nov 2024 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 260,533 | $50m | under 0.1% | Added | +82,175 | 14 Feb 2024 (the filing on sec.gov) |
| Holocene Advisors LP | 59,093 | $11m | under 0.1% | Added | +29,447 | 14 Feb 2024 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 46,197 | $8.8m | 0.06% | Trimmed | -34,763 | 14 Feb 2024 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 4,022 | $769k | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Winton Group Ltd | 2,783 | $532k | under 0.1% | Trimmed | -381 | 12 Feb 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 1,862 | $356k | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPexisting position · 611,020 shares now+244,652
- Janus Henderson Group Ltdexisting position · 260,533 shares now+82,175
- Holocene Advisors LPexisting position · 59,093 shares now+29,447
- Neuberger Berman Group LLCexisting position · 406,071 shares now+19,146
- Brevan Howard Capital Management LPnew position · 4,022 shares now+4,022
Reductions
- AllianceBernstein LPexisting position · 1,030,752 shares now-214,244
- ExodusPoint Capital Management LPexisting position · 46,197 shares now-34,763
- Winton Group Ltdexisting position · 2,783 shares now-381
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 1 | $195m | n.a. | n.a. |
| Q3 2013 | 2 | $225m | n.a. | n.a. |
| Q4 2013 | 4 | $241m | n.a. | n.a. |
| Q1 2014 | 1 | $221m | n.a. | n.a. |
| Q2 2014 | 3 | $235m | n.a. | n.a. |
| Q3 2014 | 2 | $245m | n.a. | n.a. |
| Q4 2014 | 4 | $202m | n.a. | n.a. |
| Q1 2015 | 1 | $324m | n.a. | n.a. |
| Q2 2015 | 2 | $268m | n.a. | n.a. |
| Q3 2015 | 3 | $165m | n.a. | n.a. |
| Q4 2015 | 3 | $121m | n.a. | n.a. |
| Q1 2016 | 2 | $45m | n.a. | n.a. |
| Q2 2016 | 4 | $76m | n.a. | n.a. |
| Q3 2016 | 2 | $16m | n.a. | n.a. |
| Q4 2016 | 2 | $41m | n.a. | n.a. |
| Q1 2017 | 4 | $104m | n.a. | n.a. |
| Q2 2017 | 10 | $171m | n.a. | n.a. |
| Q3 2017 | 6 | $191m | n.a. | n.a. |
| Q4 2017 | 7 | $201m | n.a. | n.a. |
| Q1 2018 | 7 | $155m | n.a. | n.a. |
| Q2 2018 | 3 | $204m | n.a. | n.a. |
| Q3 2018 | 6 | $357m | n.a. | n.a. |
| Q4 2018 | 3 | $247m | n.a. | n.a. |
| Q1 2019 | 5 | $360m | n.a. | n.a. |
| Q2 2019 | 6 | $353m | n.a. | n.a. |
| Q3 2019 | 11 | $307m | n.a. | n.a. |
| Q4 2019 | 12 | $494m | n.a. | n.a. |
| Q1 2020 | 8 | $312m | n.a. | n.a. |
| Q2 2020 | 9 | $480m | n.a. | n.a. |
| Q3 2020 | 7 | $905m | n.a. | n.a. |
| Q4 2020 | 8 | $924m | n.a. | n.a. |
| Q1 2021 | 7 | $663m | n.a. | n.a. |
| Q2 2021 | 8 | $544m | n.a. | n.a. |
| Q3 2021 | 7 | $324m | n.a. | n.a. |
| Q4 2021 | 6 | $261m | n.a. | n.a. |
| Q1 2022 | 6 | $198m | n.a. | n.a. |
| Q2 2022 | 7 | $81m | n.a. | n.a. |
| Q3 2022 | 8 | $114m | n.a. | n.a. |
| Q4 2022 | 6 | $216m | n.a. | n.a. |
| Q1 2023 | 8 | $360m | n.a. | n.a. |
| Q2 2023 | 6 | $302m | n.a. | n.a. |
| Q3 2023 | 7 | $360m | n.a. | n.a. |
| Q4 2023 | 10 | $858m | 7 | 3 |
| Q1 2024 | 8 | $498m | 7 | 1 |
| Q2 2024 | 8 | $964m | 3 | 6 |
| Q3 2024 | 7 | $399m | 3 | 5 |
| Q4 2024 | 5 | $194m | 4 | 2 |
| Q1 2025 | 6 | $180m | 3 | 3 |
| Q2 2025 | 5 | $97m | 2 | 4 |
| Q3 2025 | 6 | $162m | 3 | 3 |
| Q4 2025 | 5 | $100m | 20 | 12 |
| Q1 2026 | 7 | $230m | 18 | 13 |
| Q2 2026 | 8 | $263m | 17 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own OLED, latest filings →Back to the 13F Explorer →