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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
BRWA
251
B. Riley Wealth Advisors
Florida
$236K +$220K +1,997 New
MA
252
MYDA Advisors
New York
$236K +$220K +2,000 New
Cerity Partners
253
Cerity Partners
New York
$231K +$215K +1,956 New
GEA
254
Glen Eagle Advisors
New Jersey
$228K -$12.1K -110 -5%
EWA
255
EP Wealth Advisors
California
$223K +$208K +1,890 New
SWA
256
SFMG Wealth Advisors
Texas
$217K +$231K +2,106 New
US Bancorp
257
US Bancorp
Minnesota
$202K +$51K +464 +37%
OLA
258
Oliver Luxxe Assets
New Jersey
$201K +$190K +1,725 New
HWA
259
HCR Wealth Advisors
California
$201K +$199K +1,810 New
SBIA
260
Sheaff Brock Investment Advisors
Indiana
$200K +$187K +1,700 New
CTC
261
Central Trust Company
Missouri
$192K +$17.1K +156 +11%
AG
262
Advisor Group
Arizona
$189K -$1.76K -16 -1%
DSC
263
Duncker Streett & Co
Missouri
$189K
FIA
264
FNY Investment Advisers
New York
$176K +$165K +1,500 New
EMG
265
ETF Managers Group
New Jersey
$131K +$12.8K +116 +12%
AssetMark Inc
266
AssetMark Inc
California
$126K +$769 +7 +0.7%
SBL
267
Sargent Bickham Lagudis
Colorado
$124K +$5.5K +50 +5%
AIG
268
American International Group
New York
$121K
WSTAM
269
Wilbanks Smith & Thomas Asset Management
Virginia
$118K +$110K +1,000 New
AWM
270
Aevitas Wealth Management
Massachusetts
$112K
FHB
271
First Hawaiian Bank
Hawaii
$106K +$98.9K +900 New
CAW
272
Cornerstone Advisors (Washington)
Washington
$83K
KLWA
273
Kelly Lawrence W & Associates
California
$83K
GWM
274
Geneos Wealth Management
Colorado
$76K -$1.43K -13 -2%
JFGIW
275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K

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.