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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
EP
351
Eudaimonia Partners
Tennessee
$180K +$165K +875 New
IA
352
IFP Advisors
Florida
$173K -$3.4K -18 -2%
Group One Trading
353
Group One Trading
Illinois
$159K +$146K +771 New
KLWA
354
Kelly Lawrence W & Associates
California
$144K
HIA
355
Harbor Investment Advisory
Maryland
$144K +$132K +700 New
GWM
356
Geneos Wealth Management
Colorado
$139K
FCM
357
Firestone Capital Management
Florida
$109K +$100K +530 New
BDWM
358
Brewin Dolphin Wealth Management
Ireland
$103K
RIA
359
Realta Investment Advisors
Delaware
$103K
ATFA
360
All Terrain Financial Advisors
Minnesota
$103K +$94.5K +500 New
TPWA
361
TRUE Private Wealth Advisors
Oregon
$103K +$94.5K +500 New
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.9K +$80.3K +425 +708%
RWB
363
RMR Wealth Builders
New Jersey
$94K +$85.8K +454 New
AA
364
Advisory Alpha
Michigan
$92.5K
Toronto Dominion Bank
365
Toronto Dominion Bank
Ontario, Canada
$86K -$79.4K -420 -50%
PA
366
Parallel Advisors
California
$83K -$1.13K -6 -1%
SF
367
Synovus Financial
Georgia
$82K
HFM
368
Harvest Fund Management
China
$81K +$35.1K +186 +96%
HI
369
Human Investing
Oregon
$73K -$11.1K -59 -14%
BAMF
370
BI Asset Management Fondsmaeglerselskab
Denmark
$73K +$43.1K +228 +181%
SWA
371
Sutton Wealth Advisors
Florida
$72.7K
BWM
372
Baystate Wealth Management
Massachusetts
$57K
WT
373
Whittier Trust
California
$55K
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$54K
US Bancorp
375
US Bancorp
Minnesota
$50K -$6.05K -32 -12%

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.