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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
CIBC World Market
426
CIBC World Market
Ontario, Canada
-$846K -4,103 Closed
FC
427
FORA Capital
Florida
-$780K -3,786 Closed
Verition Fund Management
428
Verition Fund Management
Connecticut
-$688K -3,338 Closed
JIC
429
Johnson Investment Counsel
Ohio
-$665K -3,225 Closed
SCM
430
Stevens Capital Management
Pennsylvania
-$627K -3,042 Closed
AWM
431
Avitas Wealth Management
California
-$582K -2,825 Closed
LI
432
Leap Investments
Illinois
-$536K -2,600 Closed
GCA
433
Gideon Capital Advisors
New York
-$521K -2,528 Closed
Calamos Advisors
434
Calamos Advisors
Illinois
-$495K -2,400 Closed
BA
435
Bridgewater Associates
Connecticut
-$466K -2,262 Closed
Truist Financial
436
Truist Financial
North Carolina
-$435K -2,113 Closed
SWP
437
Stratos Wealth Partners
Ohio
-$348K -1,687 Closed
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
-$337K -1,635 Closed
CMI
439
Clare Market Investments
Texas
-$333K -1,615 Closed
AAM
440
Azzad Asset Management
Virginia
-$283K -1,594 Closed
SRC
441
Shufro Rose & Co
New York
-$304K -1,475 Closed
M&T Bank
442
M&T Bank
New York
-$300K -1,454 Closed
NIT
443
NumerixS Investment Technologies
British Columbia, Canada
-$288K -1,400 Closed
WA
444
WealthTrust Axiom
Pennsylvania
-$276K -1,340 Closed
NA
445
NewEdge Advisors
Louisiana
-$271K -1,319 Closed
AAS
446
Avantax Advisory Services
Texas
-$267K -1,301 Closed
AG
447
AlphaSimPlex Group
Massachusetts
-$264K -1,279 Closed
SW
448
SVB Wealth
Massachusetts
-$263K -1,275 Closed
SS
449
Simplicity Solutions
Minnesota
-$259K -1,257 Closed
9WM
450
9258 Wealth Management
Ohio
-$250K -1,215 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.