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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
PHK
476
Point72 Hong Kong
Hong Kong
-$33K -158 Closed
BCI
477
Brinker Capital Investments
Pennsylvania
-$31K -150 Closed
CHAM
478
Clear Harbor Asset Management
Connecticut
-$26.8K -130 Closed
FPS
479
Fieldpoint Private Securities
Connecticut
-$25K -121 Closed
ACM
480
Allred Capital Management
Texas
-$21.8K -106 Closed
NIM
481
NuWave Investment Management
New Jersey
-$22K -106 Closed
RA
482
Rational Advisors
New York
-$22K -106 Closed
OSAM
483
O'Shaughnessy Asset Management
Connecticut
-$17K -83 Closed
TCWM
484
Total Clarity Wealth Management
Illinois
-$15K -71 Closed
LFA
485
Lighthouse Financial Advisors
Maryland
-$11K -57 Closed
BHWM
486
Bay Harbor Wealth Management
Maryland
-$11K -54 Closed
APC
487
Aspire Private Capital
North Carolina
-$10K -50 Closed
First Manhattan
488
First Manhattan
New York
-$10K -50 Closed
GI
489
Gradient Investments
Minnesota
-$10K -50 Closed
AIL
490
AGF Investments LLC
Ontario, Canada
-$7K -34 Closed
PCG
491
Private Capital Group
Connecticut
-$4K -20 Closed
RMA
492
Roffman Miller Associates
Pennsylvania
-$1K -4 Closed
TCM
493
Tradewinds Capital Management
Washington
-$1K -4 Closed
LC
494
Lindbrook Capital
California
+$516 +3 New
LWM
495
Lenox Wealth Management
Ohio
+$1.03K +6 New

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.