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Universal Display

400 hedge funds and large institutions have $4.29B invested in Universal Display in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 128

3.23% more ownership

Funds ownership: 65.6%68.83% (+3.2%)

12% less funds holding

Funds holding: 457400 (-57)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

27% less call options, than puts

Call options by funds: $169M | Put options by funds: $232M

33% less capital invested

Capital invested by funds: $6.37B → $4.29B (-$2.08B)

49% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 96

Holders
400
Holders Change
-57
Holders Change %
-12.47%
% of All Funds
8.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
49
Increased
151
Reduced
128
Closed
96
Calls
$169M
Puts
$232M
Net Calls
-$63M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
226
Princeton Portfolio Strategies Group
New Jersey
$408K
Jacobs Levy Equity Management
227
Jacobs Levy Equity Management
New Jersey
$406K +$331K +1,926 +166%
MFG
228
Magnus Financial Group
New York
$398K +$198K +1,150 +61%
PSUF
229
People's United Financial
Connecticut
$397K +$518K +3,009 New
EM
230
ELCO Management
New York
$395K
LIA
231
LS Investment Advisors
Michigan
$392K
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$390K -$494K -2,871 -47%
BCM
233
Bayesian Capital Management
New York
$389K -$603K -3,505 -54%
1CM
234
1492 Capital Management
Wisconsin
$383K -$344 -2 -0.1%
CB
235
Commerce Bank
Missouri
$383K +$96.2K +559 +24%
HWA
236
HCR Wealth Advisors
California
$369K +$172K +1,000 +56%
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$366K -$8.6K -50 -2%
HIM
238
Hillsdale Investment Management
Ontario, Canada
$356K +$464K +2,700 New
CWM
239
Connecticut Wealth Management
Connecticut
$355K -$8.6K -50 -2%
LCM
240
Logan Capital Management
Pennsylvania
$355K -$1.38K -8 -0.3%
BCM
241
BTR Capital Management
California
$353K -$81.7K -475 -15%
CM
242
Castleark Management
Illinois
$353K +$461K +2,680 New
Capital Fund Management (CFM)
243
Capital Fund Management (CFM)
France
$342K -$5.88M -34,207 -93%
XF
244
XML Financial
Maryland
$341K
CCM
245
Cadence Capital Management
Massachusetts
$338K -$504K -2,931 -53%
TRCT
246
Tower Research Capital (TRC)
New York
$333K +$57.8K +336 +15%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$327K +$34.4K +200 +9%
SS
248
Sunbelt Securities
Texas
$320K +$320K +1,860 New
Cerity Partners
249
Cerity Partners
New York
$316K
SP
250
Symmetry Partners
Connecticut
$315K -$18.6K -108 -4%

OLED Hedge Fund Activity: Q1 2020 in Review

400 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2020, worth a combined $4.29B — down 33% from $6.37B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of OLED and 49 opened new positions — a net loss of 47 holders — while 128 trimmed existing stakes and 151 added.

The largest buyer was Fidelity Investments, adding an estimated $137M. The largest seller was Jennison Associates, cutting an estimated $96M.

  • 400 institutional investors held Universal Display (OLED) as of Q1 2020, down from 457 in Q4 2019.
  • Funds reported $4.29B of Universal Display stock for Q1 2020, down 33% quarter-over-quarter.
  • 49 funds opened new Universal Display positions in Q1 2020 and 96 closed out, a net change of -47 holders.
  • The largest Universal Display buyer in Q1 2020 was Fidelity Investments, an estimated $137M added.
  • The largest Universal Display seller in Q1 2020 was Jennison Associates, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2020.