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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$699M -$28.5M -166,614 -4%
BlackRock
2
BlackRock
New York
$673M -$18.8M -110,097 -3%
Primecap Management
3
Primecap Management
California
$459M -$18.8M -110,220 -4%
WRF
4
Waddell & Reed Financial
Kansas
$442M +$18.3M +107,007 +5%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$361M +$64.5M +377,553 +23%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$308M +$102M +595,383 +54%
UBS AM
7
UBS AM
Illinois
$252M +$90M +526,921 +61%
EIP
8
Epoch Investment Partners
New York
$200M -$52.3K -306 -0%
State Street
9
State Street
Massachusetts
$192M -$7.6M -44,523 -4%
GAM
10
Griffin Asset Management
New York
$111M -$2.5M -14,634 -2%
FAM
11
Fred Alger Management
New York
$107M +$20.8M +121,977 +26%
Norges Bank
12
Norges Bank
Norway
$104M -$17.6M -102,779 -15%
AllianceBernstein
13
AllianceBernstein
Tennessee
$100M -$5.77M -33,801 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$95M -$3.6M -21,085 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$85.9M +$6.77M +39,632 +9%
Wells Fargo
16
Wells Fargo
California
$83.4M +$3.13M +18,302 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$77.4M -$3.04M -17,782 -4%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$72.4M +$65.8M +385,167 +2,545%
Northern Trust
19
Northern Trust
Illinois
$66.6M -$1.62M -9,457 -3%
AAMU
20
AEGON Asset Management (UK)
United Kingdom
$57.9M -$9.21M -53,948 -14%
N
21
Nuveen
North Carolina
$52.6M -$3.33M -19,475 -6%
HJGA
22
Hardman Johnston Global Advisors
Connecticut
$50.4M +$8.08M +47,332 +20%
Renaissance Technologies
23
Renaissance Technologies
New York
$49.3M -$85.4M -500,139 -65%
EAM
24
Eagle Asset Management
Florida
$44.7M +$42.7M +250,069 New
CCM
25
Copeland Capital Management
Pennsylvania
$40.8M +$4.62M +27,048 +14%

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.