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Universal Display

409 hedge funds and large institutions have $6.13B invested in Universal Display in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 139 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $5B → $6.13B (+$1.12B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1.08% more ownership

Funds ownership: 71.04%72.12% (+1.1%)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 412409 (-3)

1% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 139

10% less call options, than puts

Call options by funds: $280M | Put options by funds: $309M

Holders
409
Holders Change
-3
Holders Change %
-0.73%
% of All Funds
8.25%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
48
Increased
137
Reduced
139
Closed
48
Calls
$280M
Puts
$309M
Net Calls
-$29.4M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
326
FORA Capital
Florida
$51K +$48.3K +283 New
BWM
327
Baystate Wealth Management
Massachusetts
$50K +$171 +1 +0.4%
CFGS
328
Concourse Financial Group Securities
Alabama
$50K +$7K +41 +18%
PFBT
329
Parkside Financial Bank & Trust
Missouri
$41K
AF
330
Advisornet Financial
Minnesota
$40K +$3.59K +21 +10%
BFC
331
Bedel Financial Consulting
Indiana
$36K
RMC
332
Resources Management Corp
Connecticut
$36K
FP
333
Fiduciary Planning
Florida
$36K +$34.2K +200 New
SPIA
334
Steward Partners Investment Advisory
New York
$35K +$29.5K +173 +865%
T
335
TOBAM
France
$33K +$30.9K +181 New
FHA
336
First Horizon Advisors
Tennessee
$30K +$2.73K +16 +10%
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$29K -$68.3K -400 -72%
SFS
338
Sowell Financial Services
Arkansas
$29K -$5.64K -33 -17%
CCM
339
Covington Capital Management
California
$27K
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
$27K +$25.1K +147 New
SL
341
Savior LLC
Massachusetts
$26K
WAM
342
Wolverine Asset Management
Illinois
$24K +$14.5K +85 +163%
PMFA
343
Plante Moran Financial Advisors
Michigan
$23K +$12.8K +75 +150%
EW
344
Evoke Wealth
California
$22K +$20.5K +120 New
BFEC
345
Benjamin F. Edwards & Company
Missouri
$21K
GWMIA
346
Global Wealth Management Investment Advisory
Florida
$20K
JGIA
347
Jackson Grant Investment Advisers
Connecticut
$19K
RIM
348
Rockbridge Investment Management
New York
$19K
LFG
349
Larson Financial Group
Missouri
$19K +$18.3K +107 New
AIC
350
Archer Investment Corporation
Indiana
$18.1K

OLED Hedge Fund Activity: Q3 2020 in Review

409 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2020, worth a combined $6.13B — up 22% from $5B a quarter earlier.

Fund positioning in OLED was balanced in Q3 2020: 48 funds opened new positions, 48 closed out, 137 added to existing stakes and 139 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Renaissance Technologies, cutting an estimated $85.4M.

  • 409 institutional investors held Universal Display (OLED) as of Q3 2020, down from 412 in Q2 2020.
  • Funds reported $6.13B of Universal Display stock for Q3 2020, up 22% quarter-over-quarter.
  • 48 funds opened new Universal Display positions in Q3 2020 and 48 closed out, a net change of 0 holders.
  • The largest Universal Display buyer in Q3 2020 was Fidelity Investments, an estimated $102M added.
  • The largest Universal Display seller in Q3 2020 was Renaissance Technologies, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2020.