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Universal Display

334 hedge funds and large institutions have $3.14B invested in Universal Display in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

2.97% more ownership

Funds ownership: 63.19%66.16% (+3%)

8% less funds holding

Funds holding: 362334 (-28)

24% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 108

28% less call options, than puts

Call options by funds: $228M | Put options by funds: $319M

39% less capital invested

Capital invested by funds: $5.16B → $3.14B (-$2.01B)

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
334
Holders Change
-28
Holders Change %
-7.73%
% of All Funds
7.65%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.11%
New
82
Increased
124
Reduced
97
Closed
108
Calls
$228M
Puts
$319M
Net Calls
-$90.4M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
226
Fox Run Management
Connecticut
$307K +$148K +982 +48%
DII
227
Domini Impact Investments
New York
$305K -$6.92K -46 -2%
EM
228
ELCO Management
New York
$303K
QOP
229
Quinn Opportunity Partners
Virginia
$303K +$451K +3,000 New
SEC
230
Seven Eight Capital
New York
$296K -$492K -3,271 -53%
PAG
231
Private Advisor Group
New Jersey
$287K +$426K +2,837 New
PMG
232
ProVise Management Group
Florida
$281K -$134K -891 -24%
Toronto Dominion Bank
233
Toronto Dominion Bank
Ontario, Canada
$279K +$46.6K +310 +13%
CA
234
Cetera Advisors
Colorado
$271K +$161K +1,070 +66%
Prudential Financial
235
Prudential Financial
New Jersey
$261K -$114K -760 -23%
EDRH
236
Edmond de Rothschild Holding
Switzerland
$260K +$26.9K +179 +7%
DCM
237
Delpha Capital Management
New York
$259K +$386K +2,567 New
AIL
238
AGF Investments LLC
Ontario, Canada
$257K +$365K +2,426 +2,091%
Brown Advisory
239
Brown Advisory
Maryland
$255K -$5.71K -38 -1%
GCA
240
Gideon Capital Advisors
New York
$247K +$163K +1,086 +80%
CCIA
241
Campbell & Co Investment Adviser
Maryland
$245K +$364K +2,424 New
CT
242
Clearstead Trust
Maine
$243K +$9.77K +65 +3%
TRCT
243
Tower Research Capital (TRC)
New York
$237K +$354K +2,353 New
Principal Financial Group
244
Principal Financial Group
Iowa
$235K -$476K -3,169 -58%
OCM
245
Orleans Capital Management
Louisiana
$235K +$349K +2,325 New
RIL
246
Rothschild Investment LLC
Illinois
$225K -$274K -1,825 -45%
NEI
247
Northwest & Ethical Investments
Ontario, Canada
$224K -$352K -2,344 -51%
GCP
248
GSA Capital Partners
United Kingdom
$224K +$333K +2,215 New
Balyasny Asset Management
249
Balyasny Asset Management
Illinois
$217K +$66.7K +444 +26%
Cerity Partners
250
Cerity Partners
New York
$214K -$155K -1,032 -33%

OLED Hedge Fund Activity: Q1 2018 in Review

334 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2018, worth a combined $3.14B — down 39% from $5.16B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of OLED and 82 opened new positions — a net loss of 26 holders — while 97 trimmed existing stakes and 124 added.

The largest buyer was UBS AM, adding an estimated $74.8M. The largest seller was Columbus Circle Investors, exiting entirely with an estimated $120M sold.

  • 334 institutional investors held Universal Display (OLED) as of Q1 2018, down from 362 in Q4 2017.
  • Funds reported $3.14B of Universal Display stock for Q1 2018, down 39% quarter-over-quarter.
  • 82 funds opened new Universal Display positions in Q1 2018 and 108 closed out, a net change of -26 holders.
  • The largest Universal Display buyer in Q1 2018 was UBS AM, an estimated $74.8M added.
  • The largest Universal Display seller in Q1 2018 was Columbus Circle Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2018.