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Universal Display

342 hedge funds and large institutions have $4.35B invested in Universal Display in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 104 increasing their positions, 97 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

64% more capital invested

Capital invested by funds: $2.65B → $4.35B (+$1.7B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more funds holding

Funds holding: 309342 (+33)

4.86% more ownership

Funds ownership: 73.48%78.34% (+4.9%)

7% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 97

22% less call options, than puts

Call options by funds: $251M | Put options by funds: $321M

Holders
342
Holders Change
+33
Holders Change %
+10.68%
% of All Funds
7.82%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
72
Increased
104
Reduced
97
Closed
38
Calls
$251M
Puts
$321M
Net Calls
-$70M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Parallel Advisors
California
$60K
S
277
SignatureFD
Georgia
$59K
BDWM
278
Brewin Dolphin Wealth Management
Ireland
$59K
TPWA
279
TRUE Private Wealth Advisors
Oregon
$59K +$55K +500 New
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.6K -$55K -500 -51%
SFG
281
SevenBridge Financial Group
Pennsylvania
$53K
CH
282
Canton Hathaway
Rhode Island
$53K +$49.5K +450 New
SF
283
Synovus Financial
Georgia
$49K +$2.2K +20 +5%
CSS
284
Cubist Systematic Strategies
Connecticut
$44K +$41.3K +376 New
WAS
285
WESPAC Advisors SoCal
California
$41K +$38.5K +350 New
SWP
286
Stratos Wealth Partners
Ohio
$37K +$35K +318 New
AIS
287
AlphaOne Investment Services
Pennsylvania
$35K +$33K +300 New
MWM
288
Mascoma Wealth Management
New Hampshire
$35K +$33K +300 New
BWM
289
Baystate Wealth Management
Massachusetts
$30K
RA
290
Rational Advisors
New York
$30K +$25.8K +235 +1,306%
First Manhattan
291
First Manhattan
New York
$29K -$117K -1,060 -81%
PFBT
292
Parkside Financial Bank & Trust
Missouri
$27K +$110 +1 +0.4%
AF
293
Advisornet Financial
Minnesota
$24K
TCOV
294
Trust Company of Vermont
Vermont
$24K
PVH
295
Psagot Value Holdings
Israel
$24K +$22.1K +201 New
WA
296
WealthTrust-Arizona
Arizona
$23K +$879 +8 +4%
RMC
297
Resources Management Corp
Connecticut
$23K +$22K +200 New
ASN
298
Advisory Services Network
Georgia
$22K +$7.47K +68 +57%
Fidelity Investments
299
Fidelity Investments
Massachusetts
$22K +$21K +191 New
VFA
300
Valeo Financial Advisors
Indiana
$20K

OLED Hedge Fund Activity: Q3 2018 in Review

342 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2018, worth a combined $4.35B — up 64% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new OLED positions and 38 closed out — a net gain of 34 holders — while 104 added to existing stakes and 97 trimmed.

The largest buyer was Primecap Management, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $52.8M.

  • 342 institutional investors held Universal Display (OLED) as of Q3 2018, up from 309 in Q2 2018.
  • Funds reported $4.35B of Universal Display stock for Q3 2018, up 64% quarter-over-quarter.
  • 72 funds opened new Universal Display positions in Q3 2018 and 38 closed out, a net change of +34 holders.
  • The largest Universal Display buyer in Q3 2018 was Primecap Management, an estimated $134M added.
  • The largest Universal Display seller in Q3 2018 was Goldman Sachs, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2018.