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Universal Display

412 hedge funds and large institutions have $5B invested in Universal Display in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 152 increasing their positions, 115 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 115

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

17% more capital invested

Capital invested by funds: $4.29B → $5B (+$714M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more funds holding

Funds holding: 399412 (+13)

2.22% more ownership

Funds ownership: 68.83%71.04% (+2.2%)

24% less call options, than puts

Call options by funds: $198M | Put options by funds: $262M

Holders
412
Holders Change
+13
Holders Change %
+3.26%
% of All Funds
8.45%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
71
Increased
152
Reduced
115
Closed
56
Calls
$198M
Puts
$262M
Net Calls
-$64.1M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
301
Duncker Streett & Co
Missouri
$187K -$44K -300 -19%
SBL
302
Sargent Bickham Lagudis
Colorado
$173K
CAM
303
Columbia Asset Management
Michigan
$172K -$88.1K -600 -34%
US Bancorp
304
US Bancorp
Minnesota
$165K +$33.6K +229 +26%
PHK
305
Point72 Hong Kong
Hong Kong
$151K +$148K +1,008 New
TC
306
Truvestments Capital
Florida
$134K +$102K +692 +328%
C
307
Cerebellum
California
$129K +$109K +745 New
EP
308
Eudaimonia Partners
Tennessee
$126K -$48.4K -330 -28%
BAM
309
Belpointe Asset Management
Nevada
$114K -$50.3K -343 -31%
KLWA
310
Kelly Lawrence W & Associates
California
$105K
Toronto Dominion Bank
311
Toronto Dominion Bank
Ontario, Canada
$101K -$93.9K -640 -49%
IA
312
IFP Advisors
Florida
$101K +$16.6K +113 +20%
Baird Financial Group
313
Baird Financial Group
Wisconsin
$99K -$571K -3,888 -28%
GWM
314
Geneos Wealth Management
Colorado
$95K -$734 -5 -0.8%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$82K +$1.17K +8 +1%
APA
316
American Portfolios Advisors
New York
$77.7K +$6.6K +45 +9%
BDWM
317
Brewin Dolphin Wealth Management
Ireland
$74.8K
TPWA
318
TRUE Private Wealth Advisors
Oregon
$74K
MWA
319
MFA Wealth Advisors
Pennsylvania
$72.3K +$70.9K +483 New
RWB
320
RMR Wealth Builders
New Jersey
$68K +$66.6K +454 New
SF
321
Synovus Financial
Georgia
$60K -$1.61K -11 -3%
PA
322
Parallel Advisors
California
$60K -$1.03K -7 -2%
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K +$10.1K +69 +21%
Nisa Investment Advisors
324
Nisa Investment Advisors
Missouri
$56K
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$54K

OLED Hedge Fund Activity: Q2 2020 in Review

412 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2020, worth a combined $5B — up 17% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new OLED positions and 56 closed out — a net gain of 15 holders — while 152 added to existing stakes and 115 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $76.8M. The largest seller was Primecap Management, cutting an estimated $25.2M.

  • 412 institutional investors held Universal Display (OLED) as of Q2 2020, up from 399 in Q1 2020.
  • Funds reported $5B of Universal Display stock for Q2 2020, up 17% quarter-over-quarter.
  • 71 funds opened new Universal Display positions in Q2 2020 and 56 closed out, a net change of +15 holders.
  • The largest Universal Display buyer in Q2 2020 was Neuberger Berman Group, an estimated $76.8M added.
  • The largest Universal Display seller in Q2 2020 was Primecap Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2020.