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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
GWM
251
Geneos Wealth Management
Colorado
$57K +$24.8K +260 +64%
MIFH
252
Migdal Insurance & Financial Holdings
Israel
$53K +$58.5K +613 New
JFGIW
253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K
PA
254
Parallel Advisors
California
$43K -$5.91K -62 -11%
BDWM
255
Brewin Dolphin Wealth Management
Ireland
$43K
S
256
SignatureFD
Georgia
$43K
SFG
257
SevenBridge Financial Group
Pennsylvania
$38K
SF
258
Synovus Financial
Georgia
$34K +$38.1K +400 New
CPA
259
Clear Perspective Advisors
Illinois
$32K +$4.29K +45 +14%
NSIM
260
North Star Investment Management
Illinois
$26K -$4.77K -50 -14%
BWM
261
Baystate Wealth Management
Massachusetts
$25K
SPIA
262
Steward Partners Investment Advisory
New York
$23K -$1.43K -15 -5%
CF
263
Centaurus Financial
California
$23K +$25.7K +270 New
PC
264
Polar Capital
United Kingdom
$20.2K +$5.1M +53,450 +29%
PFBT
265
Parkside Financial Bank & Trust
Missouri
$19K
VFA
266
Valeo Financial Advisors
Indiana
$19K +$14.3K +150 +1,500%
STA
267
Summit Trail Advisors
New York
$19K +$21.5K +225 New
BCI
268
Brinker Capital Investments
Pennsylvania
$17K -$2.38K -25 -11%
AF
269
Advisornet Financial
Minnesota
$17K
TCOV
270
Trust Company of Vermont
Vermont
$17K
WA
271
WealthTrust-Arizona
Arizona
$16K +$17.8K +187 New
WWMSC
272
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$2.77K +29 +21%
ASN
273
Advisory Services Network
Georgia
$12K -$630K -6,607 -98%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$12K -$19.1K -200 -59%
Federated Hermes
275
Federated Hermes
Pennsylvania
$11K -$357K -3,742 -97%

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.