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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
HGWM
401
Harvest Group Wealth Management
Massachusetts
$2K
HI
402
Hudock Inc
Pennsylvania
$2K +$440 +3 +20%
RG
403
Retirement Group
California
$2K +$1.61K +11 New
KPW
404
Kore Private Wealth
New York
$2K +$2.06K +14 New
JG
405
Jefferies Group
New York
$1.5K +$1.47M +10,000 New
EI
406
Ellevest Inc
New York
$1K
LC
407
Lindbrook Capital
California
$1K +$440 +3 +100%
CI
408
CX Institutional
Indiana
$1K +$1.03K +7 New
NA
409
Nottingham Advisors
New York
$969
TI
410
tru Independence
Oregon
$15
Lord, Abbett & Co
411
Lord, Abbett & Co
New Jersey
-$15.2M -114,975 Closed
AII
412
AGF Investments Inc
Ontario, Canada
-$8.32M -63,127 Closed
NA
413
Navellier & Associates
Nevada
-$6.17M -46,862 Closed
GAM
414
Gotham Asset Management
New York
-$3.79M -28,740 Closed
Walleye Trading
415
Walleye Trading
New York
-$4.07M -27,704 Closed
BC
416
Beaconlight Capital
New York
-$3.28M -24,900 Closed
TI
417
Trexquant Investment
Connecticut
-$2.35M -17,806 Closed
CI
418
Cavalier Investments
Georgia
-$2.12M -16,100 Closed
ACM
419
Ariose Capital Management
Hong Kong
-$1.91M -14,500 Closed
ISL
420
Ingalls & Snyder LLC
New York
-$1.61M -12,200 Closed
CIA
421
Capital Impact Advisors
Massachusetts
-$1.6M -12,147 Closed
Group One Trading
422
Group One Trading
Illinois
-$1.51M -10,256 Closed
MERSOM
423
Municipal Employees' Retirement System of Michigan
Michigan
-$1.05M -7,960 Closed
PIA
424
Piedmont Investment Advisors
North Carolina
-$915K -6,944 Closed
MC
425
Maverick Capital
Texas
-$900K -6,829 Closed

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.