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Universal Display
OLED

Overview Fund Activity

362 hedge funds and large institutions have $5.16B invested in Universal Display in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+38
Holders Change %
+11.73%
% of All Funds
8.22%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
85
Increased
111
Reduced
121
Closed
43
Calls
$465M
Puts
$454M
Net Calls
+$11.2M
Net Calls Change
+$8.63M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$120M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$86.6M
3
CCS
Crosspoint Capital Strategies
California
$36M
4
Citadel Advisors
Citadel Advisors
Florida
$39.6M
5
First Trust Advisors
First Trust Advisors
Illinois
$57.9M

Top Sellers

1
JCAM
Jericho Capital Asset Management
New York
$54.6M
2
Goldman Sachs
Goldman Sachs
New York
$46.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$29.1M
4
Creative Planning
Creative Planning
Kansas
$1.88M
5
Deutsche Bank
Deutsche Bank
Germany
$9.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
276
B. Riley Wealth Advisors
Florida
$261K -$40.5K -234 -13%
BHA
277
Beech Hill Advisors
New York
$259K +$259K +1,500 New
Los Angeles Capital Management
278
Los Angeles Capital Management
California
$258K -$256K -1,485 -50%
FAAS
279
First Allied Advisory Services
California
$258K +$258K +1,490 New
GVT
280
Genesee Valley Trust
New York
$256K -$158K -914 -38%
V
281
Veritable
Delaware
$256K +$256K +1,482 New
First Manhattan
282
First Manhattan
New York
$243K +$157K +910 +182%
GCA
283
Gideon Capital Advisors
New York
$234K +$234K +1,355 New
WA
284
WealthTrust Axiom
Pennsylvania
$229K +$229K +1,330 New
SBL
285
Sargent Bickham Lagudis
Colorado
$224K – – –
FA
286
FMA Advisory
Pennsylvania
$224K +$224K +1,300 New
SBIA
287
Sheaff Brock Investment Advisors
Indiana
$224K +$224K +1,300 New
PCM
288
Parsons Capital Management
Rhode Island
$212K +$212K +1,226 New
AWM
289
Aries Wealth Management
Maine
$204K +$204K +1,000 New
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$193K +$193K +1,120 New
CTC
291
Central Trust Company
Missouri
$190K – – –
KLWA
292
Kelly Lawrence W & Associates
California
$173K – – –
AIG
293
American International Group
New York
$170K +$170K +985 New
GWS
294
Glassman Wealth Services
Virginia
$166K +$62.7K +363 +61%
AWM
295
Aevitas Wealth Management
Massachusetts
$165K +$165K +954 New
JCM
296
Jacobi Capital Management
Pennsylvania
$156K +$156K +800 New
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K +$51.8K +300 +64%
C
298
Cerebellum
California
$129K +$129K +745 New
CFIC
299
City Financial Investment Company
United Kingdom
$128K +$128K +744 New
US Bancorp
300
US Bancorp
Minnesota
$126K +$123K +712 +4,188%
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