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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
QCG
376
Quadrant Capital Group
Ohio
$9K -$2.22K -13 -20%
FHA
377
Flagship Harbor Advisors
Massachusetts
$9K
PAM
378
Panagora Asset Management
Massachusetts
$7K -$519K -3,037 -99%
SFPG
379
Stonebridge Financial Planning Group
Florida
$7K -$8.71K -51 -57%
WCG
380
Weaver Consulting Group
California
$7K
MAM
381
Meeder Asset Management
Ohio
$6K -$2.9K -17 -34%
BCA
382
Berman Capital Advisors
Georgia
$6K
S
383
SignatureFD
Georgia
$6K
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$5K -$5.64K -33 -56%
BWP
385
Baldwin Wealth Partners
Massachusetts
$5K
EARNEST Partners
386
EARNEST Partners
Georgia
$5K
FCM
387
Firestone Capital Management
Florida
$5K
MF
388
Manchester Financial
California
$5K
MI
389
Markston International
New York
$5K
AF
390
Allworth Financial
California
$4K
GRP
391
Global Retirement Partners
California
$3K -$33.5K -196 -91%
ATC
392
Adirondack Trust Company
New York
$3K
GWS
393
Glassman Wealth Services
Virginia
$3K
HGWM
394
Harvest Group Wealth Management
Massachusetts
$3K
HI
395
Hudock Inc
Pennsylvania
$3K
TWA
396
TCI Wealth Advisors
Arizona
$2K -$5.81K -34 -77%
VFA
397
Valeo Financial Advisors
Indiana
$2K -$5.64K -33 -77%
EI
398
Ellevest Inc
New York
$2K
RG
399
Retirement Group
California
$2K
CI
400
CX Institutional
Indiana
$2K +$342 +2 +29%

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.