We are live on ! Find out more
OLED icon

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
IFWM
276
Institute for Wealth Management
Colorado
$227K -$67.9K -395 -19%
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$225K
YMRC
278
Yorktown Management & Research Company
Virginia
$224K -$68.8K -400 -19%
SBIA
279
Sheaff Brock Investment Advisors
Indiana
$224K
BRWA
280
B. Riley Wealth Advisors
Florida
$224K +$6.71K +39 +2%
BO
281
BRR OpCo
Ohio
$222K +$172 +1 +0.1%
PFA
282
Pettinga Financial Advisors
Indiana
$222K +$25.8K +150 +10%
Financial Engines Advisors
283
Financial Engines Advisors
California
$219K +$285K +1,659 New
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$217K -$800K -4,651 -74%
Brown Advisory
285
Brown Advisory
Maryland
$216K
UR
286
USCA RIA
Texas
$212K +$276K +1,605 New
Macquarie Group
287
Macquarie Group
Australia
$211K -$1.17M -6,800 -81%
PWM
288
Perigon Wealth Management
California
$206K +$1.55K +9 +0.6%
DSC
289
Duncker Streett & Co
Missouri
$204K +$22.9K +133 +9%
FAAS
290
First Allied Advisory Services
California
$203K +$4.3K +25 +2%
JT
291
Jump Trading
Illinois
$201K +$262K +1,523 New
ATFA
292
All Terrain Financial Advisors
Minnesota
$198K +$172K +1,000 +200%
Toronto Dominion Bank
293
Toronto Dominion Bank
Ontario, Canada
$175K +$153K +890 +212%
ST
294
Smithfield Trust
Pennsylvania
$171K
CG
295
Cutler Group
California
$164K -$705K -4,101 -77%
EP
296
Eudaimonia Partners
Tennessee
$155K +$51.3K +298 +34%
SBL
297
Sargent Bickham Lagudis
Colorado
$152K +$18.1K +105 +10%
ETC
298
Exchange Traded Concepts
Oklahoma
$151K +$2.58K +15 +1%
BAM
299
Belpointe Asset Management
Nevada
$146K +$14.1K +82 +8%
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$135K +$172K +1,002 +4,008%

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.