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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
SWA
251
SFMG Wealth Advisors
Texas
$212K
GEA
252
Glen Eagle Advisors
New Jersey
$208K -$4.21K -28 -1%
PCM
253
Parsons Capital Management
Rhode Island
$205K +$121K +805 +66%
CIC
254
Cornercap Investment Counsel
Georgia
$202K +$301K +2,000 New
NJBEST
255
New Jersey Better Educational Savings Trust
New Jersey
$202K +$301K +2,000 New
BRWA
256
B. Riley Wealth Advisors
Florida
$201K +$71.7K +477 +32%
AG
257
Advisor Group
Arizona
$184K -$223K -1,484 -45%
First Manhattan
258
First Manhattan
New York
$167K +$37.6K +250 +18%
APA
259
American Portfolios Advisors
New York
$167K +$234K +1,555 +1,587%
US Bancorp
260
US Bancorp
Minnesota
$165K +$137K +911 +125%
DSC
261
Duncker Streett & Co
Missouri
$162K -$323K -2,150 -57%
WTC
262
WhitTier Trust Company
Nevada
$129K +$92.6K +616 +94%
CTC
263
Central Trust Company
Missouri
$112K
JGC
264
J. Goldman & Co
New York
$110K +$164K +1,088 New
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$107K -$3.01K -20 -2%
SBL
266
Sargent Bickham Lagudis
Colorado
$101K -$45.1K -300 -23%
GWS
267
Glassman Wealth Services
Virginia
$101K +$5.86K +39 +4%
AssetMark Inc
268
AssetMark Inc
California
$101K +$97.7K +650 +188%
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.2K +$30.1K +200 +26%
AIG
270
American International Group
New York
$96K -$5.41K -36 -4%
AWM
271
Aevitas Wealth Management
Massachusetts
$96K
FANJ
272
Financial Architects (New Jersey)
New Jersey
$92K +$122K +812 +812%
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$84K +$125K +830 New
BNP Paribas Financial Markets
274
BNP Paribas Financial Markets
France
$82.5K +$33.5K +223 +38%
Lazard Asset Management
275
Lazard Asset Management
New York
$82K +$123K +819 New

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.