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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
SWA
326
Sutton Wealth Advisors
Florida
$52.8K
HFA
327
Hoover Financial Advisors
Pennsylvania
$50K +$49.2K +335 New
CAM
328
Costello Asset Management
Pennsylvania
$48K +$47.5K +324 New
MA
329
MUFG Americas
New York
$45K +$44K +300 New
First Manhattan
330
First Manhattan
New York
$44K +$44K +300 New
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.6K
PA
332
Procyon Advisors
Connecticut
$42K +$41.1K +280 New
BWM
333
Baystate Wealth Management
Massachusetts
$41K
CIA
334
CSat Investment Advisory
Michigan
$40K +$17K +116 +76%
PP
335
Pacifica Partners
Canada
$37K
CFGS
336
Concourse Financial Group Securities
Alabama
$35K +$11.7K +80 +52%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$34K +$147 +1 +0.4%
OPS
338
Orion Portfolio Solutions
Nebraska
$32K -$4.4K -30 -12%
GRP
339
Global Retirement Partners
California
$32K
AF
340
Advisornet Financial
Minnesota
$30K
BFC
341
Bedel Financial Consulting
Indiana
$30K
RMC
342
Resources Management Corp
Connecticut
$30K
SFS
343
Sowell Financial Services
Arkansas
$29K +$1.91K +13 +7%
FHA
344
First Horizon Advisors
Tennessee
$23K +$5.14K +35 +28%
CWM
345
Campbell Wealth Management
Virginia
$22K +$22K +150 New
CCM
346
Covington Capital Management
California
$22K +$22K +150 New
SL
347
Savior LLC
Massachusetts
$21K
RA
348
Rational Advisors
New York
$20K +$19.2K +131 New
BFEC
349
Benjamin F. Edwards & Company
Missouri
$17K
GWMIA
350
Global Wealth Management Investment Advisory
Florida
$16K

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.