We are live on ! Find out more
OLED icon

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
JGIA
351
Jackson Grant Investment Advisers
Connecticut
$16K
ClearBridge Investments
352
ClearBridge Investments
New York
$16K +$2.2K +15 +16%
RIM
353
Rockbridge Investment Management
New York
$16K +$15.6K +106 New
APWM
354
Atlas Private Wealth Management
New York
$15K
FANJ
355
Financial Architects (New Jersey)
New Jersey
$15K
HPC
356
HM Payson & Co
Maine
$15K
IFAM
357
Institutional & Family Asset Management
Colorado
$15K
AIC
358
Archer Investment Corporation
Indiana
$15K -$18.9K -129 -56%
SFPG
359
Stonebridge Financial Planning Group
Florida
$13K
CFG
360
Citizens Financial Group
Rhode Island
$13K +$294 +2 +2%
Pacer Advisors
361
Pacer Advisors
Pennsylvania
$13K +$1.47K +10 +13%
CAC
362
Certified Advisory Corp
Florida
$12K
WB
363
Webster Bank
Connecticut
$12K
VAIA
364
Virtus Alternative Investment Advisers
Connecticut
$12K +$12.2K +83 New
CTB
365
Country Trust Bank
Illinois
$11K
PGAM
366
Princeton Global Asset Management
New Jersey
$11K
APWA
367
Atlas Private Wealth Advisors
New Jersey
$11K +$11K +75 New
PWP
368
Principle Wealth Partners
Connecticut
$11K +$11K +75 New
QCG
369
Quadrant Capital Group
Ohio
$10K -$53.3K -363 -85%
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$10K
HNB
371
Huntington National Bank
Ohio
$10K
AWM
372
Apollon Wealth Management
South Carolina
$10K +$10.3K +70 New
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$9K -$4.55K -31 -34%
CCMW
374
Cypress Capital Management (Wyoming)
Wyoming
$9K
RWA
375
Ropes Wealth Advisors
Massachusetts
$9K

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.