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Universal Display

309 hedge funds and large institutions have $2.65B invested in Universal Display in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 79 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 79

7.32% more ownership

Funds ownership: 66.16%73.48% (+7.3%)

7% less funds holding

Funds holding: 334309 (-25)

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$492M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less call options, than puts

Call options by funds: $190M | Put options by funds: $245M

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

Holders
309
Holders Change
-25
Holders Change %
-7.49%
% of All Funds
7.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
48
Increased
124
Reduced
79
Closed
70
Calls
$190M
Puts
$245M
Net Calls
-$55.4M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
276
Institutional & Family Asset Management
Colorado
$11K
VNA
277
Valley National Advisers
Pennsylvania
$10K
FANJ
278
Financial Architects (New Jersey)
New Jersey
$9K -$77.4K -812 -89%
CAC
279
Certified Advisory Corp
Florida
$9K
OIA
280
OneDigital Investment Advisors
Kansas
$9K
SIM
281
Sonora Investment Management
Arizona
$9K
CTB
282
Country Trust Bank
Illinois
$6K
NL
283
NVWM LLC
Pennsylvania
$6K
VIA
284
Vantage Investment Advisors
Pennsylvania
$6K
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.77K +71 New
AF
286
Allworth Financial
California
$5K
MWM
287
MinichMacGregor Wealth Management
New York
$5K
SWM
288
SeaCrest Wealth Management
New York
$4K -$5.72K -60 -57%
RCAG
289
Rehmann Capital Advisory Group
Michigan
$3.61K +$4K +42 New
MI
290
Markston International
New York
$3K
PMFA
291
Plante Moran Financial Advisors
Michigan
$3K +$2.86K +30 +750%
AWM
292
Avior Wealth Management
Nebraska
$2K
BAM
293
Bruderman Asset Management
New York
$2K
EARNEST Partners
294
EARNEST Partners
Georgia
$2K
MFW
295
Mosaic Family Wealth
Missouri
$2K
RFA
296
Reilly Financial Advisors
California
$2K
NIM
297
NuWave Investment Management
New Jersey
$2K +$1.72K +18 New
RA
298
Rational Advisors
New York
$2K +$1.72K +18 New
FHA
299
Flagship Harbor Advisors
Massachusetts
$2K +$2.86K +30 New
Canada Pension Plan Investment Board
300
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$2.74M -28,708 -100%

OLED Hedge Fund Activity: Q2 2018 in Review

309 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2018, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of OLED and 48 opened new positions — a net loss of 22 holders — while 79 trimmed existing stakes and 124 added.

The largest buyer was Primecap Management, adding an estimated $116M. The largest seller was Two Sigma Advisers, cutting an estimated $33.1M.

  • 309 institutional investors held Universal Display (OLED) as of Q2 2018, down from 334 in Q1 2018.
  • Funds reported $2.65B of Universal Display stock for Q2 2018, down 16% quarter-over-quarter.
  • 48 funds opened new Universal Display positions in Q2 2018 and 70 closed out, a net change of -22 holders.
  • The largest Universal Display buyer in Q2 2018 was Primecap Management, an estimated $116M added.
  • The largest Universal Display seller in Q2 2018 was Two Sigma Advisers, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2018.