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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
CI
451
Cigna Investments
Connecticut
-$207K -1,173 Closed
SG
452
StoneX Group
New York
-$242K -1,173 Closed
HTC
453
Haverford Trust Company
Pennsylvania
-$232K -1,127 Closed
CCP
454
Cardan Capital Partners
Colorado
-$232K -1,125 Closed
CG
455
Colony Group
Massachusetts
-$231K -1,120 Closed
FP
456
Foundry Partners
Minnesota
-$228K -1,104 Closed
RP
457
Rowlandmiller & Partners
Georgia
-$227K -1,100 Closed
RIA
458
Regal Investment Advisors
Michigan
-$225K -1,093 Closed
PAM
459
Peak Asset Management
Colorado
-$216K -1,050 Closed
BFS
460
Bradley Foster & Sargent
Connecticut
-$215K -1,045 Closed
B
461
Barings
North Carolina
-$216K -1,040 Closed
RC
462
RegentAtlantic Capital
New Jersey
-$212K -1,030 Closed
SM
463
Sciencast Management
New Jersey
-$216K -1,004 Closed
Chevy Chase Trust
464
Chevy Chase Trust
Maryland
-$206K -1,000 Closed
NSAM
465
North Star Asset Management
Wisconsin
-$206K -1,000 Closed
PWM
466
PBMares Wealth Management
Virginia
-$206K -1,000 Closed
PWP
467
Private Wealth Partners
California
-$206K -1,000 Closed
SC
468
Soundwatch Capital
Connecticut
-$206K -1,000 Closed
WTFG
469
Wells Trecaso Financial Group
Ohio
-$206K -1,000 Closed
PFPT
470
Pinnacle Financial Partners (Tennessee)
Tennessee
-$204K -990 Closed
SBSB
471
Sullivan, Bruyette, Speros & Blaney
Virginia
-$193K -938 Closed
RIA
472
Realta Investment Advisors
Delaware
-$103K -525 Closed
HFM
473
Harvest Fund Management
China
-$81K -379 Closed
BAMF
474
BI Asset Management Fondsmaeglerselskab
Denmark
-$73K -354 Closed
HI
475
Human Investing
Oregon
-$73K -352 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.