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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
AC
26
Avenir Corporation
Virginia
$45.1M -$71.2K -377 -0.2%
Charles Schwab
27
Charles Schwab
California
$40.8M +$645K +3,415 +2%
Citadel Advisors
28
Citadel Advisors
Florida
$38.5M -$31.8M -168,242 -47%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$38.4M -$3.17M -16,803 -8%
Principal Financial Group
30
Principal Financial Group
Iowa
$38.1M -$14.4K -76 -0%
First Trust Advisors
31
First Trust Advisors
Illinois
$36.3M +$5.87M +31,059 +21%
Ameriprise
32
Ameriprise
Minnesota
$36.1M +$8.25M +43,667 +33%
Invesco
33
Invesco
Georgia
$35.2M +$2.69M +14,246 +9%
EWM
34
Endurance Wealth Management
Rhode Island
$31.9M -$953K -5,044 -3%
AQR Capital Management
35
AQR Capital Management
Connecticut
$30.1M +$12.3M +65,043 +80%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$29.1M -$17.7M -93,419 -40%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$29M +$20.2M +106,975 +319%
AAMU
38
AEGON Asset Management (UK)
United Kingdom
$26.8M -$825K -4,364 -3%
Federated Hermes
39
Federated Hermes
Pennsylvania
$26.1M -$6.22M -32,916 -21%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$24M +$277K +1,466 +1%
FCM
41
Frontier Capital Management
Massachusetts
$22.5M -$2.19M -11,610 -10%
CS
42
Candriam SCA
Luxembourg
$21.7M +$6.32M +33,455 +47%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$20.7M +$909K +4,809 +5%
AIP
44
ARS Investment Partners
New York
$20.5M -$11.9K -63 -0.1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$20.1M -$307K -1,626 -2%
VanEck Associates
46
VanEck Associates
New York
$19.7M +$3.2M +16,961 +22%
WG
47
Winton Group
United Kingdom
$18.7M +$17.1M +90,671 New
GAI
48
General American Investors
New York
$18.4M
SIG
49
Sargent Investment Group
Maryland
$17.7M +$2.88M +15,252 +22%
SFM
50
Systematic Financial Management
New Jersey
$17M +$708K +3,749 +5%

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.