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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$820M +$5.33M +28,206 +0.7%
BlackRock
2
BlackRock
New York
$792M +$12.9M +68,278 +2%
Primecap Management
3
Primecap Management
California
$686M -$94.9M -502,387 -13%
WRF
4
Waddell & Reed Financial
Kansas
$433M -$112M -595,035 -22%
State Street
5
State Street
Massachusetts
$221M -$57.6K -305 -0%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$198M +$7.11M +37,648 +4%
Jennison Associates
7
Jennison Associates
New York
$153M -$17.3M -91,678 -11%
GAM
8
Griffin Asset Management
New York
$132M -$1.91M -10,120 -2%
Norges Bank
9
Norges Bank
Norway
$118M -$5.49M -29,032 -5%
UBS AM
10
UBS AM
Illinois
$118M -$9.62M -50,906 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$108M +$10M +53,126 +11%
Goldman Sachs
12
Goldman Sachs
New York
$101M +$38.9M +205,983 +72%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$91.4M -$1.53M -8,088 -2%
EIP
14
Epoch Investment Partners
New York
$86.7M -$12.5M -66,361 -14%
AllianceBernstein
15
AllianceBernstein
Tennessee
$82M -$20.9M -110,380 -22%
Renaissance Technologies
16
Renaissance Technologies
New York
$79.5M +$40.1M +212,138 +122%
JP Morgan Chase
17
JP Morgan Chase
New York
$76.8M -$20.2M -106,811 -22%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$74.4M +$37.7M +199,573 +124%
Northern Trust
19
Northern Trust
Illinois
$71.9M +$1.22M +6,434 +2%
N
20
Nuveen
North Carolina
$71.4M +$4.88M +25,815 +8%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$66.5M +$27.9M +147,800 +85%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$62.5M +$3.01M +15,950 +6%
Prudential Financial
23
Prudential Financial
New Jersey
$60.6M -$87.6M -463,646 -61%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$46.2M +$13.4M +70,989 +46%
Morgan Stanley
25
Morgan Stanley
New York
$45.6M +$1M +5,318 +2%

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.