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Universal Display

334 hedge funds and large institutions have $3.14B invested in Universal Display in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

2.97% more ownership

Funds ownership: 63.19%66.16% (+3%)

8% less funds holding

Funds holding: 362334 (-28)

24% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 108

28% less call options, than puts

Call options by funds: $228M | Put options by funds: $319M

39% less capital invested

Capital invested by funds: $5.16B → $3.14B (-$2.01B)

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
334
Holders Change
-28
Holders Change %
-7.73%
% of All Funds
7.65%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.11%
New
82
Increased
124
Reduced
97
Closed
108
Calls
$228M
Puts
$319M
Net Calls
-$90.4M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$81K -$286K -1,900 -70%
EMG
277
ETF Managers Group
New Jersey
$80K +$15.3K +102 +14%
IA
278
IFP Advisors
Florida
$78K
KLWA
279
Kelly Lawrence W & Associates
California
$71K -$45.1K -300 -30%
PA
280
Parallel Advisors
California
$57K -$19.4K -129 -19%
JFGIW
281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52K
S
282
SignatureFD
Georgia
$51K +$75.2K +500 New
BDWM
283
Brewin Dolphin Wealth Management
Ireland
$50.5K
SFG
284
SevenBridge Financial Group
Pennsylvania
$45K -$37.6K -250 -36%
GWM
285
Geneos Wealth Management
Colorado
$40K -$27.5K -183 -31%
NSIM
286
North Star Investment Management
Illinois
$35K +$37.6K +250 +250%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$34K +$13.2K +88 +35%
SWP
288
Stratos Wealth Partners
Ohio
$33K -$493K -3,281 -91%
CPA
289
Clear Perspective Advisors
Illinois
$33K +$48.9K +325 New
CPIG
290
Chicago Partners Investment Group
Illinois
$29K +$43.7K +291 New
SPIA
291
Steward Partners Investment Advisory
New York
$28K +$27.1K +180 +180%
BWM
292
Baystate Wealth Management
Massachusetts
$26K
PFBT
293
Parkside Financial Bank & Trust
Missouri
$23K -$17K -113 -33%
BCI
294
Brinker Capital Investments
Pennsylvania
$23K -$3.76K -25 -10%
FCAG
295
First Capital Advisors Group
New Jersey
$21K +$30.7K +204 New
JCM
296
Jacobi Capital Management
Pennsylvania
$20K -$90.2K -600 -75%
AF
297
Advisornet Financial
Minnesota
$20K
TCOV
298
Trust Company of Vermont
Vermont
$20K
BG
299
Bollard Group
Massachusetts
$20K +$30.1K +200 New
WWMSC
300
Wagner Wealth Management (South Carolina)
South Carolina
$14K

OLED Hedge Fund Activity: Q1 2018 in Review

334 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2018, worth a combined $3.14B — down 39% from $5.16B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of OLED and 82 opened new positions — a net loss of 26 holders — while 97 trimmed existing stakes and 124 added.

The largest buyer was UBS AM, adding an estimated $74.8M. The largest seller was Columbus Circle Investors, exiting entirely with an estimated $120M sold.

  • 334 institutional investors held Universal Display (OLED) as of Q1 2018, down from 362 in Q4 2017.
  • Funds reported $3.14B of Universal Display stock for Q1 2018, down 39% quarter-over-quarter.
  • 82 funds opened new Universal Display positions in Q1 2018 and 108 closed out, a net change of -26 holders.
  • The largest Universal Display buyer in Q1 2018 was UBS AM, an estimated $74.8M added.
  • The largest Universal Display seller in Q1 2018 was Columbus Circle Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2018.