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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
HH
376
HWG Holdings
Texas
$48K -$64.4K -341 -59%
PFBT
377
Parkside Financial Bank & Trust
Missouri
$47K
TWA
378
TCI Wealth Advisors
Arizona
$46K +$6.42K +34 +18%
OPS
379
Orion Portfolio Solutions
Nebraska
$42K +$38.5K +204 New
AF
380
Advisornet Financial
Minnesota
$41K
HPC
381
HM Payson & Co
Maine
$41K
RMC
382
Resources Management Corp
Connecticut
$41K
GRP
383
Global Retirement Partners
California
$41K +$37.8K +200 New
PAM
384
Panagora Asset Management
Massachusetts
$37K -$138K -732 -80%
WCG
385
Weaver Consulting Group
California
$34K
PHK
386
Point72 Hong Kong
Hong Kong
$33K +$29.9K +158 New
AIC
387
Archer Investment Corporation
Indiana
$33K +$30K +159 New
QCG
388
Quadrant Capital Group
Ohio
$32K -$2.46K -13 -7%
BCI
389
Brinker Capital Investments
Pennsylvania
$31K
RWA
390
Ropes Wealth Advisors
Massachusetts
$31K
IFAM
391
Institutional & Family Asset Management
Colorado
$29K -$16.1K -85 -38%
SL
392
Savior LLC
Massachusetts
$29K +$26.8K +142 New
JFGIW
393
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
SFS
394
Sowell Financial Services
Arkansas
$27K
CIA
395
CSat Investment Advisory
Michigan
$27K +$3.02K +16 +14%
CHAM
396
Clear Harbor Asset Management
Connecticut
$26.8K +$24.6K +130 New
BFEC
397
Benjamin F. Edwards & Company
Missouri
$25K
FPS
398
Fieldpoint Private Securities
Connecticut
$25K +$9.82K +52 +75%
FANJ
399
Financial Architects (New Jersey)
New Jersey
$24K +$1.7K +9 +8%
CFGS
400
Concourse Financial Group Securities
Alabama
$24K +$7.75K +41 +55%

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.