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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
PMFA
426
Plante Moran Financial Advisors
Michigan
$10K
SWM
427
Selective Wealth Management
Virginia
$10K
1W
428
1776 Wealth
Georgia
$10K +$9.45K +50 New
First Manhattan
429
First Manhattan
New York
$10K +$9.45K +50 New
GI
430
Gradient Investments
Minnesota
$10K +$9.45K +50 New
GT
431
Glenmede Trust
Pennsylvania
$9K
AIL
432
AGF Investments LLC
Ontario, Canada
$7K -$1.09M -5,780 -99%
MF
433
Manchester Financial
California
$7K +$6.42K +34 New
WQ
434
Wealth Quarterback
New Jersey
$6.2K +$5.67K +30 New
EARNEST Partners
435
EARNEST Partners
Georgia
$6K
MI
436
Markston International
New York
$5K -$1.89K -10 -29%
WAP
437
Wealthcare Advisory Partners
Pennsylvania
$5K
GAM
438
Gemmer Asset Management
California
$5K +$567 +3 +14%
BWP
439
Baldwin Wealth Partners
Massachusetts
$5K +$4.72K +25 New
AF
440
Allworth Financial
California
$4K
SPIA
441
Steward Partners Investment Advisory
New York
$4K
PCG
442
Private Capital Group
Connecticut
$4K +$3.78K +20 New
CAM
443
Columbia Asset Management
Michigan
$3.92K
GEA
444
Glen Eagle Advisors
New Jersey
$3.5K
ATC
445
Adirondack Trust Company
New York
$3K
BFC
446
Bedel Financial Consulting
Indiana
$3K
OAM
447
Oppenheimer Asset Management
New York
$3K
VFA
448
Valeo Financial Advisors
Indiana
$3K
GWS
449
Glassman Wealth Services
Virginia
$2K -$567 -3 -21%
LWA
450
Lenox Wealth Advisors
New York
$2K

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.