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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
LIA
251
LS Investment Advisors
Michigan
$350K -$8.41K -68 -3%
RIL
252
Rothschild Investment LLC
Illinois
$340K
CAM
253
Columbia Asset Management
Michigan
$332K -$46.4K -375 -15%
CCB
254
Cutter & Co Brokerage
Missouri
$324K +$262K +2,120 New
IFWM
255
Institute for Wealth Management
Colorado
$323K +$262K +2,114 New
SWA
256
SFMG Wealth Advisors
Texas
$322K +$261K +2,107 New
EWA
257
EP Wealth Advisors
California
$317K +$256K +2,071 New
AAM
258
Advisors Asset Management
Colorado
$316K -$9.4K -76 -4%
AG
259
Advisor Group
Arizona
$311K -$14.6K -118 -5%
CA
260
Calton & Associates
Florida
$310K +$251K +2,027 New
CA
261
CapWealth Advisors
Tennessee
$307K +$248K +2,007 New
BCM
262
BlueCrest Capital Management
Jersey
$301K +$243K +1,966 New
Brown Advisory
263
Brown Advisory
Maryland
$301K +$244K +1,970 New
V
264
Veritable
Delaware
$297K +$240K +1,941 New
Cerity Partners
265
Cerity Partners
New York
$295K +$239K +1,932 New
NA
266
NewEdge Advisors
Louisiana
$293K +$237K +1,919 New
PM
267
Parametrica Management
Hong Kong
$287K +$232K +1,875 New
MFG
268
Magnus Financial Group
New York
$279K +$226K +1,823 New
HWA
269
HCR Wealth Advisors
California
$277K +$224K +1,810 New
BRWA
270
B. Riley Wealth Advisors
Florida
$271K +$219K +1,768 New
CA
271
Cambridge Advisors
Nebraska
$261K -$145K -1,175 -41%
OLA
272
Oliver Luxxe Assets
New Jersey
$260K +$210K +1,700 New
BO
273
BRR OpCo
Ohio
$257K +$208K +1,681 New
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$257K +$208K +1,682 New
PFA
275
Pettinga Financial Advisors
Indiana
$254K +$205K +1,660 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.