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Universal Display

456 hedge funds and large institutions have $6.37B invested in Universal Display in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 127 increasing their positions, 135 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 48

19% more capital invested

Capital invested by funds: $5.34B → $6.37B (+$1.03B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 408456 (+48)

4% more call options, than puts

Call options by funds: $429M | Put options by funds: $411M

6% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 135

1.89% less ownership

Funds ownership: 67.49%65.6% (-1.9%)

Holders
456
Holders Change
+48
Holders Change %
+11.76%
% of All Funds
8.99%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
104
Increased
127
Reduced
135
Closed
48
Calls
$429M
Puts
$411M
Net Calls
+$18.3M
Net Calls Change
+$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
276
Dubuque Bank & Trust
Iowa
$461K +$6.61K +35 +2%
FMT
277
First Mercantile Trust
Tennessee
$456K -$33.8K -179 -7%
WAM
278
World Asset Management
Michigan
$455K -$40.2K -213 -9%
FA
279
Faithward Advisors
Pennsylvania
$453K +$415K +2,196 New
TRCT
280
Tower Research Capital (TRC)
New York
$451K +$166K +878 +67%
Allianz Asset Management
281
Allianz Asset Management
Germany
$438K -$16.1K -85 -4%
SO
282
STRS Ohio
Ohio
$437K +$186K +985 +86%
IFWM
283
Institute for Wealth Management
Colorado
$436K
Truist Financial
284
Truist Financial
North Carolina
$435K +$399K +2,113 New
YMRC
285
Yorktown Management & Research Company
Virginia
$433K +$397K +2,100 New
CA
286
Calton & Associates
Florida
$418K +$567 +3 +0.1%
MF
287
Magnetar Financial
Illinois
$408K +$374K +1,978 New
HCM
288
HMS Capital Management
Tennessee
$400K
CAM
289
Cypress Asset Management
Texas
$388K -$30.2K -160 -8%
KeyBank National Association
290
KeyBank National Association
Ohio
$387K +$355K +1,879 New
MFG
291
Magnus Financial Group
New York
$386K
APA
292
American Portfolios Advisors
New York
$373K -$110K -582 -24%
HWA
293
HCR Wealth Advisors
California
$371K
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$352K +$4.91K +26 +2%
OLA
295
Oliver Luxxe Assets
New Jersey
$350K
SBIA
296
Sheaff Brock Investment Advisors
Indiana
$350K +$18.9K +100 +6%
SWP
297
Stratos Wealth Partners
Ohio
$348K -$49.5K -262 -13%
BO
298
BRR OpCo
Ohio
$347K
BRWA
299
B. Riley Wealth Advisors
Florida
$341K +$10.4K +55 +3%
Brown Advisory
300
Brown Advisory
Maryland
$337K

OLED Hedge Fund Activity: Q4 2019 in Review

456 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2019, worth a combined $6.37B — up 19% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new OLED positions and 48 closed out — a net gain of 56 holders — while 127 added to existing stakes and 135 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $40.1M. The largest seller was Waddell & Reed Financial, cutting an estimated $112M.

  • 456 institutional investors held Universal Display (OLED) as of Q4 2019, up from 408 in Q3 2019.
  • Funds reported $6.37B of Universal Display stock for Q4 2019, up 19% quarter-over-quarter.
  • 104 funds opened new Universal Display positions in Q4 2019 and 48 closed out, a net change of +56 holders.
  • The largest Universal Display buyer in Q4 2019 was Renaissance Technologies, an estimated $40.1M added.
  • The largest Universal Display seller in Q4 2019 was Waddell & Reed Financial, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2019.