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Universal Display

309 hedge funds and large institutions have $2.65B invested in Universal Display in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 79 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 79

7.32% more ownership

Funds ownership: 66.16%73.48% (+7.3%)

7% less funds holding

Funds holding: 334309 (-25)

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$492M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less call options, than puts

Call options by funds: $190M | Put options by funds: $245M

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

Holders
309
Holders Change
-25
Holders Change %
-7.49%
% of All Funds
7.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
48
Increased
124
Reduced
79
Closed
70
Calls
$190M
Puts
$245M
Net Calls
-$55.4M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
226
Buckingham Strategic Wealth
Missouri
$220K +$244K +2,563 New
JIC
227
Johnson Investment Counsel
Ohio
$215K -$249K -2,615 -51%
CA
228
Calton & Associates
Florida
$207K -$112K -1,174 -37%
CT
229
Clearstead Trust
Maine
$207K
Principal Financial Group
230
Principal Financial Group
Iowa
$205K +$5.82K +61 +3%
AAM
231
Advisors Asset Management
Colorado
$192K -$227K -2,381 -52%
GEA
232
Glen Eagle Advisors
New Jersey
$177K
APA
233
American Portfolios Advisors
New York
$166K +$26.3K +276 +17%
WTC
234
WhitTier Trust Company
Nevada
$160K +$56.5K +592 +46%
AG
235
Advisor Group
Arizona
$141K -$18.8K -197 -11%
DSC
236
Duncker Streett & Co
Missouri
$138K
CTC
237
Central Trust Company
Missouri
$127K +$35.8K +375 +34%
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115K -$7.02M -73,621 -98%
First Manhattan
239
First Manhattan
New York
$112K -$33.4K -350 -21%
US Bancorp
240
US Bancorp
Minnesota
$107K -$37.2K -390 -24%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$96K +$1.91K +20 +2%
AssetMark Inc
242
AssetMark Inc
California
$91K +$6.29K +66 +7%
AIG
243
American International Group
New York
$88K +$7.53K +79 +8%
SBL
244
Sargent Bickham Lagudis
Colorado
$86K
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.6K
Russell Investments Group
246
Russell Investments Group
United Kingdom
$83K -$779K -8,170 -89%
AWM
247
Aevitas Wealth Management
Massachusetts
$82K
TRCT
248
Tower Research Capital (TRC)
New York
$61K -$156K -1,641 -70%
CAW
249
Cornerstone Advisors (Washington)
Washington
$61K +$67.2K +705 New
KLWA
250
Kelly Lawrence W & Associates
California
$60K

OLED Hedge Fund Activity: Q2 2018 in Review

309 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2018, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of OLED and 48 opened new positions — a net loss of 22 holders — while 79 trimmed existing stakes and 124 added.

The largest buyer was Primecap Management, adding an estimated $116M. The largest seller was Two Sigma Advisers, cutting an estimated $33.1M.

  • 309 institutional investors held Universal Display (OLED) as of Q2 2018, down from 334 in Q1 2018.
  • Funds reported $2.65B of Universal Display stock for Q2 2018, down 16% quarter-over-quarter.
  • 48 funds opened new Universal Display positions in Q2 2018 and 70 closed out, a net change of -22 holders.
  • The largest Universal Display buyer in Q2 2018 was Primecap Management, an estimated $116M added.
  • The largest Universal Display seller in Q2 2018 was Two Sigma Advisers, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2018.