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Universal Display

333 hedge funds and large institutions have $3.74B invested in Universal Display in 2018 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.36% more ownership

Funds ownership: 78.34%85.69% (+7.4%)

6% more call options, than puts

Call options by funds: $219M | Put options by funds: $207M

2% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 69

3% less funds holding

Funds holding: 342333 (-9)

14% less capital invested

Capital invested by funds: $4.35B → $3.74B (-$613M)

Holders
333
Holders Change
-9
Holders Change %
-2.63%
% of All Funds
7.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
64
Increased
103
Reduced
101
Closed
69
Calls
$219M
Puts
$207M
Net Calls
+$12.2M
Net Calls Change
+$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Aevitas Wealth Management
Massachusetts
$89K
FHB
252
First Hawaiian Bank
Hawaii
$84K
IA
253
IFP Advisors
Florida
$69K -$590K -5,844 -89%
AssetMark Inc
254
AssetMark Inc
California
$67K -$35.2K -349 -33%
KLWA
255
Kelly Lawrence W & Associates
California
$65K
CI Investments Inc
256
CI Investments Inc
Ontario, Canada
$65K +$70.6K +700 New
GWM
257
Geneos Wealth Management
Colorado
$60K +$505 +5 +0.8%
BDWM
258
Brewin Dolphin Wealth Management
Ireland
$46.8K
PA
259
Parallel Advisors
California
$43K -$4.04K -40 -8%
WTC
260
WhitTier Trust Company
Nevada
$42K -$170K -1,689 -79%
SFG
261
SevenBridge Financial Group
Pennsylvania
$42K
CFA
262
Carroll Financial Associates
North Carolina
$42K +$50.5K +500 New
SF
263
Synovus Financial
Georgia
$37K -$2.02K -20 -5%
WANY
264
Wealthspire Advisors (New York)
New York
$37K +$40.4K +400 New
CA
265
Claro Advisors
Massachusetts
$29K +$24.7K +245 New
BWM
266
Baystate Wealth Management
Massachusetts
$28K
RWA
267
Ropes Wealth Advisors
Massachusetts
$25K +$27.1K +269 New
PVH
268
Psagot Value Holdings
Israel
$24K +$5.85K +58 +29%
JA
269
JOYN Advisors
Georgia
$23K +$25.1K +249 New
AAMU
270
Amundi Asset Management US
Massachusetts
$22.4K +$1.14M +11,296 +5%
PFBT
271
Parkside Financial Bank & Trust
Missouri
$21K
Pacer Advisors
272
Pacer Advisors
Pennsylvania
$21K +$22.3K +221 New
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$20K +$7.97K +79 +56%
NIM
274
NuWave Investment Management
New Jersey
$19K -$255K -2,522 -93%
JFGIW
275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K -$31.3K -310 -60%

OLED Hedge Fund Activity: Q4 2018 in Review

333 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2018, worth a combined $3.74B — down 14% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of OLED and 64 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 103 added.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Epoch Investment Partners, cutting an estimated $94.8M.

  • 333 institutional investors held Universal Display (OLED) as of Q4 2018, down from 342 in Q3 2018.
  • Funds reported $3.74B of Universal Display stock for Q4 2018, down 14% quarter-over-quarter.
  • 64 funds opened new Universal Display positions in Q4 2018 and 69 closed out, a net change of -5 holders.
  • The largest Universal Display buyer in Q4 2018 was BlackRock, an estimated $197M added.
  • The largest Universal Display seller in Q4 2018 was Epoch Investment Partners, an estimated $94.8M sold.

Based on aggregated 13F filings for Q4 2018.