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Universal Display

409 hedge funds and large institutions have $6.13B invested in Universal Display in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 139 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $5B → $6.13B (+$1.12B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1.08% more ownership

Funds ownership: 71.04%72.12% (+1.1%)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 412409 (-3)

1% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 139

10% less call options, than puts

Call options by funds: $280M | Put options by funds: $309M

Holders
409
Holders Change
-3
Holders Change %
-0.73%
% of All Funds
8.25%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
48
Increased
137
Reduced
139
Closed
48
Calls
$280M
Puts
$309M
Net Calls
-$29.4M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Avenir Corporation
Virginia
$39.5M +$114K +665 +0.3%
Invesco
27
Invesco
Georgia
$38.7M +$14.4M +84,212 +65%
Charles Schwab
28
Charles Schwab
California
$38M +$750K +4,389 +2%
VanEck Associates
29
VanEck Associates
New York
$34.3M +$6.57M +38,445 +25%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$33.4M -$1.08M -6,298 -3%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$31.9M +$1.58M +9,257 +6%
AIP
32
ARS Investment Partners
New York
$30.7M +$7.09M +41,521 +32%
Goldman Sachs
33
Goldman Sachs
New York
$30.5M -$18.6M -108,771 -39%
EWM
34
Endurance Wealth Management
Rhode Island
$27.6M -$291K -1,705 -1%
CS
35
Candriam SCA
Luxembourg
$26.7M +$387K +2,267 +2%
Principal Financial Group
36
Principal Financial Group
Iowa
$23.6M -$600K -3,512 -3%
Ameriprise
37
Ameriprise
Minnesota
$23.4M -$15.4M -90,203 -41%
KCM
38
Kornitzer Capital Management
Kansas
$23.3M +$10.7M +62,366 +93%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$22.3M -$1.25M -7,300 -6%
First Trust Advisors
40
First Trust Advisors
Illinois
$21.8M +$1.38M +8,058 +7%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$21.6M -$579K -3,388 -3%
Morgan Stanley
42
Morgan Stanley
New York
$21.5M -$4.05M -23,723 -17%
FA
43
Friess Associates
Delaware
$20.9M +$19.8M +115,681 New
AA
44
ALPS Advisors
Colorado
$18.6M +$6.85M +40,098 +64%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$17.7M +$417K +2,439 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$17.4M +$222K +1,300 +1%
Handelsbanken Fonder
47
Handelsbanken Fonder
Sweden
$17.3M +$13M +76,145 +395%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$16.4M -$3.02M -17,661 -16%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$16.1M +$1.18M +6,901 +8%
FCM
50
Frontier Capital Management
Massachusetts
$16M -$1.28M -7,493 -8%

OLED Hedge Fund Activity: Q3 2020 in Review

409 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2020, worth a combined $6.13B — up 22% from $5B a quarter earlier.

Fund positioning in OLED was balanced in Q3 2020: 48 funds opened new positions, 48 closed out, 137 added to existing stakes and 139 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Renaissance Technologies, cutting an estimated $85.4M.

  • 409 institutional investors held Universal Display (OLED) as of Q3 2020, down from 412 in Q2 2020.
  • Funds reported $6.13B of Universal Display stock for Q3 2020, up 22% quarter-over-quarter.
  • 48 funds opened new Universal Display positions in Q3 2020 and 48 closed out, a net change of 0 holders.
  • The largest Universal Display buyer in Q3 2020 was Fidelity Investments, an estimated $102M added.
  • The largest Universal Display seller in Q3 2020 was Renaissance Technologies, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2020.