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Universal Display

342 hedge funds and large institutions have $4.35B invested in Universal Display in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 104 increasing their positions, 97 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

64% more capital invested

Capital invested by funds: $2.65B → $4.35B (+$1.7B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more funds holding

Funds holding: 309342 (+33)

4.86% more ownership

Funds ownership: 73.48%78.34% (+4.9%)

7% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 97

22% less call options, than puts

Call options by funds: $251M | Put options by funds: $321M

Holders
342
Holders Change
+33
Holders Change %
+10.68%
% of All Funds
7.82%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
72
Increased
104
Reduced
97
Closed
38
Calls
$251M
Puts
$321M
Net Calls
-$70M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
226
Prudential Financial
New Jersey
$324K +$18.9K +172 +7%
NIM
227
NuWave Investment Management
New Jersey
$322K +$298K +2,708 +15,044%
EDRH
228
Edmond de Rothschild Holding
Switzerland
$304K
BSW
229
Buckingham Strategic Wealth
Missouri
$302K
TCM
230
Teza Capital Management
Illinois
$299K +$279K +2,539 New
CT
231
Clearstead Trust
Maine
$298K +$13.7K +125 +5%
SC
232
Slow Capital
California
$296K +$276K +2,511 New
TMC
233
Trellus Management Company
Florida
$295K -$550K -5,000 -67%
JIC
234
Johnson Investment Counsel
Ohio
$295K
Principal Financial Group
235
Principal Financial Group
Iowa
$293K +$11.1K +101 +4%
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$292K +$272K +2,473 New
Comerica Bank
237
Comerica Bank
Texas
$290K +$287K +2,615 New
GAM
238
Gotham Asset Management
New York
$286K -$2.63M -23,918 -91%
TSS
239
Two Sigma Securities
New York
$284K +$265K +2,411 New
CA
240
Commerzbank Aktiengesellschaft
Germany
$281K -$801K -7,291 -75%
APA
241
American Portfolios Advisors
New York
$277K +$46.3K +421 +22%
AAC
242
Acorn Advisory Capital
New York
$271K -$143K -1,300 -36%
CFIC
243
City Financial Investment Company
United Kingdom
$268K -$373K -3,391 -60%
CA
244
Cetera Advisors
Colorado
$264K +$246K +2,238 New
RIL
245
Rothschild Investment LLC
Illinois
$262K +$245K +2,225 New
AAM
246
Advisors Asset Management
Colorado
$258K -$5.39K -49 -2%
WTC
247
WhitTier Trust Company
Nevada
$252K +$29.5K +268 +14%
QC
248
QCM Cayman
Texas
$241K +$225K +2,046 New
FA
249
FMA Advisory
Pennsylvania
$240K +$223K +2,032 New
CA
250
Calton & Associates
Florida
$239K

OLED Hedge Fund Activity: Q3 2018 in Review

342 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2018, worth a combined $4.35B — up 64% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new OLED positions and 38 closed out — a net gain of 34 holders — while 104 added to existing stakes and 97 trimmed.

The largest buyer was Primecap Management, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $52.8M.

  • 342 institutional investors held Universal Display (OLED) as of Q3 2018, up from 309 in Q2 2018.
  • Funds reported $4.35B of Universal Display stock for Q3 2018, up 64% quarter-over-quarter.
  • 72 funds opened new Universal Display positions in Q3 2018 and 38 closed out, a net change of +34 holders.
  • The largest Universal Display buyer in Q3 2018 was Primecap Management, an estimated $134M added.
  • The largest Universal Display seller in Q3 2018 was Goldman Sachs, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2018.