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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$536M +$15.7M +91,113 +2%
BlackRock
2
BlackRock
New York
$495M -$15.4M -89,312 -2%
Primecap Management
3
Primecap Management
California
$372M -$87.3M -507,273 -15%
WRF
4
Waddell & Reed Financial
Kansas
$283M +$8.58M +49,900 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$153M +$137M +796,943 +221%
EIP
6
Epoch Investment Partners
New York
$151M +$124M +722,469 +172%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$145M +$23.7M +137,912 +14%
State Street
8
State Street
Massachusetts
$142M +$840K +4,886 +0.5%
UBS AM
9
UBS AM
Illinois
$107M +$40.8M +236,940 +41%
Renaissance Technologies
10
Renaissance Technologies
New York
$87.3M +$47.6M +276,900 +72%
Norges Bank
11
Norges Bank
Norway
$86.7M +$14.3M +82,985 +14%
GAM
12
Griffin Asset Management
New York
$83M -$1.92M -11,163 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$71.6M +$3.4M +19,794 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$57.2M -$1.67M -9,683 -2%
AllianceBernstein
15
AllianceBernstein
Tennessee
$51.9M -$759K -4,412 -1%
Goldman Sachs
16
Goldman Sachs
New York
$51.3M -$17.3M -100,589 -21%
Wells Fargo
17
Wells Fargo
California
$50.3M +$55.8M +324,583 +570%
Northern Trust
18
Northern Trust
Illinois
$48.8M +$3.62M +21,018 +6%
JP Morgan Chase
19
JP Morgan Chase
New York
$47.8M -$1.69M -9,840 -3%
N
20
Nuveen
North Carolina
$46M +$460K +2,673 +0.8%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$41.5M +$48.2M +280,016 +801%
AAMU
22
AEGON Asset Management (UK)
United Kingdom
$38.8M +$28.4M +164,968 +127%
FAM
23
Fred Alger Management
New York
$36.3M +$43.6M +253,367 +1,159%
First Trust Advisors
24
First Trust Advisors
Illinois
$34.5M +$14.7M +85,614 +49%
AC
25
Avenir Corporation
Virginia
$28.8M -$125K -729 -0.3%

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.