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Universal Display

381 hedge funds and large institutions have $5.56B invested in Universal Display in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 35

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

49% more capital invested

Capital invested by funds: $3.74B → $5.56B (+$1.82B)

14% more funds holding

Funds holding: 333381 (+48)

8% more call options, than puts

Call options by funds: $300M | Put options by funds: $279M

8.36% less ownership

Funds ownership: 85.69%77.33% (-8.4%)

26% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 135

Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
8.24%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
86
Increased
100
Reduced
135
Closed
35
Calls
$300M
Puts
$279M
Net Calls
+$20.9M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
226
Strid Group
Pennsylvania
$535K
DCM
227
Dupont Capital Management
Delaware
$535K +$433K +3,500 New
TCM
228
Teza Capital Management
Illinois
$533K -$36.9K -298 -8%
QT
229
Quantamental Technologies
New York
$533K +$432K +3,489 New
PPSG
230
Princeton Portfolio Strategies Group
New Jersey
$512K
Parallax Volatility Advisers
231
Parallax Volatility Advisers
California
$498K -$186K -1,501 -32%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$493K +$10.6K +86 +3%
PFS
233
Prospera Financial Services
Texas
$480K +$124 +1 +0%
DII
234
Domini Impact Investments
New York
$471K +$381K +3,079 New
GCA
235
Gideon Capital Advisors
New York
$460K +$372K +3,007 New
AI
236
Atom Investors
Texas
$460K +$372K +3,009 New
EM
237
ELCO Management
New York
$459K
JMPWA
238
JP Morgan Private Wealth Advisors
California
$456K -$104K -843 -22%
CAM
239
Cypress Asset Management
Texas
$447K -$21.7K -175 -6%
S
240
SignatureFD
Georgia
$443K +$359K +2,900 New
CT
241
Clearstead Trust
Maine
$417K
FRM
242
Fox Run Management
Connecticut
$416K +$337K +2,720 New
APA
243
American Portfolios Advisors
New York
$404K +$57.8K +467 +21%
SM
244
Sciencast Management
New Jersey
$399K +$297K +2,401 New
VWA
245
V Wealth Advisors
Kansas
$389K +$294K +2,378 New
JIC
246
Johnson Investment Counsel
Ohio
$382K
SRC
247
Shufro Rose & Co
New York
$378K +$306K +2,475 New
VF
248
Virtu Financial
New York
$376K +$304K +2,459 New
WAM
249
World Asset Management
Michigan
$369K +$2.23K +18 +0.8%
EGM
250
Engineers Gate Manager
New York
$367K +$297K +2,400 New

OLED Hedge Fund Activity: Q1 2019 in Review

381 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2019, worth a combined $5.56B — up 49% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new OLED positions and 35 closed out — a net gain of 51 holders — while 100 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25M. The largest seller was Wells Fargo, cutting an estimated $66.6M.

  • 381 institutional investors held Universal Display (OLED) as of Q1 2019, up from 333 in Q4 2018.
  • Funds reported $5.56B of Universal Display stock for Q1 2019, up 49% quarter-over-quarter.
  • 86 funds opened new Universal Display positions in Q1 2019 and 35 closed out, a net change of +51 holders.
  • The largest Universal Display buyer in Q1 2019 was Fidelity Investments, an estimated $25M added.
  • The largest Universal Display seller in Q1 2019 was Wells Fargo, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2019.