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Universal Display

408 hedge funds and large institutions have $5.34B invested in Universal Display in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 123 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 53

3% more funds holding

Funds holding: 397408 (+11)

3% more call options, than puts

Call options by funds: $407M | Put options by funds: $394M

2.72% less ownership

Funds ownership: 70.21%67.49% (-2.7%)

10% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 137

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less capital invested

Capital invested by funds: $6.24B → $5.34B (-$898M)

Holders
408
Holders Change
+11
Holders Change %
+2.77%
% of All Funds
8.95%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
64
Increased
123
Reduced
137
Closed
53
Calls
$407M
Puts
$394M
Net Calls
+$13.1M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$32.7M -$13.2M -65,921 -25%
Principal Financial Group
27
Principal Financial Group
Iowa
$31M -$76K -380 -0.2%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$29.3M +$27M +135,100 +341%
Renaissance Technologies
29
Renaissance Technologies
New York
$29.1M +$34.7M +173,601 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$27.1M -$7.78M -38,903 -19%
Federated Hermes
31
Federated Hermes
Pennsylvania
$26.8M +$18.9M +94,237 +144%
EWM
32
Endurance Wealth Management
Rhode Island
$26.8M -$1.41M -7,040 -4%
Invesco
33
Invesco
Georgia
$26.3M -$13.6M -67,791 -30%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$25.7M -$8.19M -40,941 -21%
First Trust Advisors
35
First Trust Advisors
Illinois
$24.4M -$5.41M -27,049 -16%
AAMU
36
AEGON Asset Management (UK)
United Kingdom
$22.6M -$3.33M -16,646 -11%
Ameriprise
37
Ameriprise
Minnesota
$22.1M -$25.8M -129,114 -50%
FCM
38
Frontier Capital Management
Massachusetts
$20.3M -$47.2M -235,891 -66%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$19.3M -$422K -2,108 -2%
PC
40
Polar Capital
United Kingdom
$18.4M -$42.1M -210,535 -66%
AIP
41
ARS Investment Partners
New York
$16.7M -$10.8M -54,180 -35%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$16.6M -$195K -974 -1%
Millennium Management
43
Millennium Management
New York
$16.6M +$19.7M +98,712 New
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$16.1M +$3.84M +19,183 +25%
GAI
45
General American Investors
New York
$15M -$4.4M -22,000 -20%
WT
46
Washington Trust
Rhode Island
$14.6M -$236K -1,181 -2%
ZDA
47
Zweig-DiMenna Associates
New York
$14.5M +$17.3M +86,232 New
Wells Fargo
48
Wells Fargo
California
$14.2M +$825K +4,126 +5%
AIG
49
American International Group
New York
$13.7M -$336K -1,680 -2%
AQR Capital Management
50
AQR Capital Management
Connecticut
$13.5M +$15.2M +75,961 +1,509%

OLED Hedge Fund Activity: Q3 2019 in Review

408 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2019, worth a combined $5.34B — down 14% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new OLED positions and 53 closed out — a net gain of 11 holders — while 123 added to existing stakes and 137 trimmed.

The largest buyer was Jennison Associates, adding an estimated $104M. The largest seller was Primecap Management, cutting an estimated $171M.

  • 408 institutional investors held Universal Display (OLED) as of Q3 2019, up from 397 in Q2 2019.
  • Funds reported $5.34B of Universal Display stock for Q3 2019, down 14% quarter-over-quarter.
  • 64 funds opened new Universal Display positions in Q3 2019 and 53 closed out, a net change of +11 holders.
  • The largest Universal Display buyer in Q3 2019 was Jennison Associates, an estimated $104M added.
  • The largest Universal Display seller in Q3 2019 was Primecap Management, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2019.