We are live on ! Find out more
OLED icon

Universal Display

412 hedge funds and large institutions have $5B invested in Universal Display in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 152 increasing their positions, 115 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 115

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

17% more capital invested

Capital invested by funds: $4.29B → $5B (+$714M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more funds holding

Funds holding: 399412 (+13)

2.22% more ownership

Funds ownership: 68.83%71.04% (+2.2%)

24% less call options, than puts

Call options by funds: $198M | Put options by funds: $262M

Holders
412
Holders Change
+13
Holders Change %
+3.26%
% of All Funds
8.45%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
71
Increased
152
Reduced
115
Closed
56
Calls
$198M
Puts
$262M
Net Calls
-$64.1M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Avenir Corporation
Virginia
$32.6M -$67.4K -459 -0.2%
Charles Schwab
27
Charles Schwab
California
$30.8M +$532K +3,623 +2%
CCM
28
Copeland Capital Management
Pennsylvania
$29.7M +$4.07M +27,765 +16%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$28.6M +$5.64M +38,430 +25%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$27.8M -$19M -129,443 -41%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$25.1M +$1.55M +10,572 +7%
EWM
32
Endurance Wealth Management
Rhode Island
$23.1M +$90.3K +615 +0.4%
VanEck Associates
33
VanEck Associates
New York
$22.6M -$384K -2,616 -2%
CS
34
Candriam SCA
Luxembourg
$21.8M +$5.9M +40,212 +38%
Morgan Stanley
35
Morgan Stanley
New York
$21.4M -$1.26M -8,575 -6%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$20.6M -$1.34M -9,100 -6%
Prudential Financial
37
Prudential Financial
New Jersey
$20.5M -$4.87M -33,199 -19%
Principal Financial Group
38
Principal Financial Group
Iowa
$20M +$1.24M +8,477 +7%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$19.6M +$573K +3,902 +3%
Invesco
40
Invesco
Georgia
$19.4M -$10.4M -71,082 -35%
AIP
41
ARS Investment Partners
New York
$19.2M +$3.2M +21,835 +20%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$18.4M +$1.1M +7,487 +6%
First Trust Advisors
43
First Trust Advisors
Illinois
$16.9M -$21.9M -149,240 -57%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$16.2M -$1.22M -8,288 -7%
CS
45
Credit Suisse
Switzerland
$14.4M +$4.08M +27,818 +41%
FCM
46
Frontier Capital Management
Massachusetts
$14.3M -$1.61M -10,980 -10%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$14.3M -$35.7K -243 -0.3%
Swiss National Bank
48
Swiss National Bank
Switzerland
$14.2M +$1.85M +12,600 +15%
Federated Hermes
49
Federated Hermes
Pennsylvania
$13.2M +$6.2M +42,255 +92%
SEI Investments
50
SEI Investments
Pennsylvania
$12.4M +$4.44M +30,232 +57%

OLED Hedge Fund Activity: Q2 2020 in Review

412 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2020, worth a combined $5B — up 17% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new OLED positions and 56 closed out — a net gain of 15 holders — while 152 added to existing stakes and 115 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $76.8M. The largest seller was Primecap Management, cutting an estimated $25.2M.

  • 412 institutional investors held Universal Display (OLED) as of Q2 2020, up from 399 in Q1 2020.
  • Funds reported $5B of Universal Display stock for Q2 2020, up 17% quarter-over-quarter.
  • 71 funds opened new Universal Display positions in Q2 2020 and 56 closed out, a net change of +15 holders.
  • The largest Universal Display buyer in Q2 2020 was Neuberger Berman Group, an estimated $76.8M added.
  • The largest Universal Display seller in Q2 2020 was Primecap Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2020.