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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
US Bancorp
301
US Bancorp
Minnesota
$115K +$109K +631 +261%
MWNA
302
Marshall Wace North America
New York
$102K +$133K +772 New
PRC
303
Pearl River Capital
Michigan
$95K +$124K +719 New
KLWA
304
Kelly Lawrence W & Associates
California
$92K
GWM
305
Geneos Wealth Management
Colorado
$88K
IA
306
IFP Advisors
Florida
$84K -$42.3K -246 -30%
Bank Julius Baer & Co
307
Bank Julius Baer & Co
Switzerland
$78K +$101K +589 New
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$68K +$94.6K +550 New
GC
309
Grace Capital
Massachusetts
$66K -$120K -700 -12%
BDWM
310
Brewin Dolphin Wealth Management
Ireland
$65.9K
TPWA
311
TRUE Private Wealth Advisors
Oregon
$65K
APA
312
American Portfolios Advisors
New York
$62.5K -$230K -1,338 -74%
AA
313
Advisory Alpha
Michigan
$58.4K
QCG
314
Quadrant Capital Group
Ohio
$57K +$45.2K +263 +159%
Lazard Asset Management
315
Lazard Asset Management
New York
$56K +$73.8K +429 New
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$54K
PA
317
Parallel Advisors
California
$54K +$1.89K +11 +3%
SF
318
Synovus Financial
Georgia
$54K +$1.89K +11 +3%
Nisa Investment Advisors
319
Nisa Investment Advisors
Missouri
$49K +$64.5K +375 New
SWA
320
Sutton Wealth Advisors
Florida
$46.5K
JFGIW
321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K +$34.4K +200 +153%
HIA
322
Harbor Investment Advisory
Maryland
$40K -$68.8K -400 -57%
FDCDDQ
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.6K -$34.4K -200 -41%
BWM
324
Baystate Wealth Management
Massachusetts
$36K
PP
325
Pacifica Partners
Canada
$34K +$43K +250 New

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.