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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
Qube Research & Technologies (QRT)
301
Qube Research & Technologies (QRT)
United Kingdom
$337K +$309K +1,635 New
EMG
302
ETF Managers Group
New Jersey
$336K +$70.1K +371 +30%
CMI
303
Clare Market Investments
Texas
$333K +$305K +1,615 New
AAM
304
Advisors Asset Management
Colorado
$323K -$78.6K -416 -21%
PFA
305
Pettinga Financial Advisors
Indiana
$316K
PWM
306
Perigon Wealth Management
California
$314K +$280K +1,483 New
FAAS
307
First Allied Advisory Services
California
$313K -$1.32K -7 -0.5%
SRC
308
Shufro Rose & Co
New York
$304K -$189K -1,000 -40%
M&T Bank
309
M&T Bank
New York
$300K -$945 -5 -0.3%
DSC
310
Duncker Streett & Co
Missouri
$292K -$9.45K -50 -3%
QT
311
Quantbot Technologies
New York
$288K -$2.18M -11,561 -89%
NIT
312
NumerixS Investment Technologies
British Columbia, Canada
$288K +$265K +1,400 New
AAM
313
Azzad Asset Management
Virginia
$283K
CAM
314
Cresset Asset Management
Illinois
$278K -$29.3K -155 -10%
WA
315
WealthTrust Axiom
Pennsylvania
$276K
NA
316
NewEdge Advisors
Louisiana
$271K
AAS
317
Avantax Advisory Services
Texas
$267K +$16.1K +85 +7%
ST
318
Smithfield Trust
Pennsylvania
$267K +$245K +1,295 New
AG
319
AlphaSimPlex Group
Massachusetts
$264K +$242K +1,279 New
SW
320
SVB Wealth
Massachusetts
$263K +$4.72K +25 +2%
CPP
321
Crow Point Partners
Massachusetts
$259K +$236K +1,247 New
SS
322
Simplicity Solutions
Minnesota
$259K +$237K +1,257 New
NFG
323
Next Financial Group
Texas
$254K -$117K -619 -33%
9WM
324
9258 Wealth Management
Ohio
$250K +$230K +1,215 New
SG
325
StoneX Group
New York
$242K +$222K +1,173 New

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.