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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
NFG
201
Nations Financial Group
Iowa
$558K +$166K +963 +29%
HMS
202
Hanseatic Management Services
New Mexico
$557K
Wellington Management Group
203
Wellington Management Group
Massachusetts
$540K +$705K +4,097 New
BPB
204
Badgley, Phelps & Bell
Washington
$527K
WMC
205
Westwood Management Corporation
Illinois
$527K
HighTower Advisors
206
HighTower Advisors
Illinois
$517K +$77.1K +448 +13%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$513K +$116K +677 +21%
ACM
208
AlphaCrest Capital Management
New York
$513K +$478K +2,779 +249%
SAM
209
Shell Asset Management
Netherlands
$502K -$9.98K -58 -2%
SC
210
Slow Capital
California
$491K -$59.9K -348 -9%
Jane Street
211
Jane Street
New York
$476K +$111K +645 +22%
William Blair & Company
212
William Blair & Company
Illinois
$475K -$53.3K -310 -8%
Holocene Advisors
213
Holocene Advisors
New York
$475K +$620K +3,603 New
RIL
214
Rothschild Investment LLC
Illinois
$468K +$216K +1,255 +55%
GG
215
Gofen & Glossberg
Illinois
$461K
SG
216
Strid Group
Pennsylvania
$461K
DCM
217
Dupont Capital Management
Delaware
$460K +$161K +938 +37%
DekaBank Deutsche Girozentrale
218
DekaBank Deutsche Girozentrale
Germany
$455K -$516K -3,000 -47%
FA
219
FMA Advisory
Pennsylvania
$449K -$86.7K -504 -13%
SW
220
SkyOak Wealth
Michigan
$441K -$903K -5,248 -61%
UCFA
221
United Capital Financial Advisors
Texas
$436K -$159K -927 -22%
PFS
222
Prospera Financial Services
Texas
$420K +$43.5K +253 +9%
JMPWA
223
JP Morgan Private Wealth Advisors
California
$416K -$123K -714 -18%
FA
224
Faithward Advisors
Pennsylvania
$412K +$160K +932 +42%
Mitsubishi UFJ Trust & Banking
225
Mitsubishi UFJ Trust & Banking
Japan
$408K -$26.3K -153 -5%

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.