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Universal Display

400 hedge funds and large institutions have $4.29B invested in Universal Display in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 128

3.23% more ownership

Funds ownership: 65.6%68.83% (+3.2%)

12% less funds holding

Funds holding: 457400 (-57)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

27% less call options, than puts

Call options by funds: $169M | Put options by funds: $232M

33% less capital invested

Capital invested by funds: $6.37B → $4.29B (-$2.08B)

49% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 96

Holders
400
Holders Change
-57
Holders Change %
-12.47%
% of All Funds
8.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
49
Increased
151
Reduced
128
Closed
96
Calls
$169M
Puts
$232M
Net Calls
-$63M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
376
EARNEST Partners
Georgia
$4K
GAM
377
Gemmer Asset Management
California
$4K +$688 +4 +16%
WQ
378
Wealth Quarterback
New Jersey
$3.97K
S
379
SignatureFD
Georgia
$3K -$495K -2,880 -99%
MF
380
Manchester Financial
California
$3K -$1.55K -9 -26%
AF
381
Allworth Financial
California
$3K
BWP
382
Baldwin Wealth Partners
Massachusetts
$3K
MI
383
Markston International
New York
$3K
VFA
384
Valeo Financial Advisors
Indiana
$3K +$1.03K +6 +43%
GEA
385
Glen Eagle Advisors
New Jersey
$2.24K
ATC
386
Adirondack Trust Company
New York
$2K
LWA
387
Lenox Wealth Advisors
New York
$2K
SPIA
388
Steward Partners Investment Advisory
New York
$2K
GWS
389
Glassman Wealth Services
Virginia
$2K +$516 +3 +27%
ABC
390
Associated Banc-Corp
Wisconsin
$2K +$2.24K +13 New
AC
391
AlphaCore Capital
California
$2K +$2.58K +15 New
WT
392
Whittier Trust
California
$1K -$44.5K -259 -96%
HGWM
393
Harvest Group Wealth Management
Massachusetts
$1K -$8.6K -50 -78%
EI
394
Ellevest Inc
New York
$1K +$1.55K +9 New
HI
395
Hudock Inc
Pennsylvania
$1K +$2.58K +15 New
RWML
396
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$791
TI
397
tru Independence
Oregon
$13
PCM
398
Penserra Capital Management
California
-$10.9M -53,076 Closed
Two Sigma Investments
399
Two Sigma Investments
New York
-$7.23M -42,059 Closed
Arrowstreet Capital
400
Arrowstreet Capital
Massachusetts
-$7.49M -36,324 Closed

OLED Hedge Fund Activity: Q1 2020 in Review

400 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2020, worth a combined $4.29B — down 33% from $6.37B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of OLED and 49 opened new positions — a net loss of 47 holders — while 128 trimmed existing stakes and 151 added.

The largest buyer was Fidelity Investments, adding an estimated $137M. The largest seller was Jennison Associates, cutting an estimated $96M.

  • 400 institutional investors held Universal Display (OLED) as of Q1 2020, down from 457 in Q4 2019.
  • Funds reported $4.29B of Universal Display stock for Q1 2020, down 33% quarter-over-quarter.
  • 49 funds opened new Universal Display positions in Q1 2020 and 96 closed out, a net change of -47 holders.
  • The largest Universal Display buyer in Q1 2020 was Fidelity Investments, an estimated $137M added.
  • The largest Universal Display seller in Q1 2020 was Jennison Associates, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2020.