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Universal Display

333 hedge funds and large institutions have $3.74B invested in Universal Display in 2018 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.36% more ownership

Funds ownership: 78.34%85.69% (+7.4%)

6% more call options, than puts

Call options by funds: $219M | Put options by funds: $207M

2% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 69

3% less funds holding

Funds holding: 342333 (-9)

14% less capital invested

Capital invested by funds: $4.35B → $3.74B (-$613M)

Holders
333
Holders Change
-9
Holders Change %
-2.63%
% of All Funds
7.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
64
Increased
103
Reduced
101
Closed
69
Calls
$219M
Puts
$207M
Net Calls
+$12.2M
Net Calls Change
+$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
276
Rational Advisors
New York
$19K -$4.95K -49 -19%
AF
277
Advisornet Financial
Minnesota
$19K +$101 +1 +0.5%
NSIM
278
North Star Investment Management
Illinois
$19K +$20.2K +200 New
WAS
279
WESPAC Advisors SoCal
California
$18K -$15.1K -150 -43%
WA
280
WealthTrust-Arizona
Arizona
$18K -$101 -1 -0.5%
ASN
281
Advisory Services Network
Georgia
$18K
RMC
282
Resources Management Corp
Connecticut
$18K
TRCT
283
Tower Research Capital (TRC)
New York
$18K +$16K +159 +513%
AIC
284
Ameritas Investment Company
Nebraska
$18K +$19.8K +196 New
PAMU
285
Pictet Asset Management (UK)
United Kingdom
$17.5K +$3.26M +32,310 +21%
VFA
286
Valeo Financial Advisors
Indiana
$15K
SWM
287
SeaCrest Wealth Management
New York
$15K +$9.99K +99 +162%
AF
288
Allworth Financial
California
$15K +$10.4K +103 +181%
First Manhattan
289
First Manhattan
New York
$14K -$10.1K -100 -40%
BCI
290
Brinker Capital Investments
Pennsylvania
$14K
WCM
291
WealthBridge Capital Management
Ohio
$14K +$15.1K +150 New
GEA
292
Glen Eagle Advisors
New Jersey
$12.1K -$184K -1,822 -93%
Fidelity Investments
293
Fidelity Investments
Massachusetts
$12K -$6.26K -62 -32%
IFAM
294
Institutional & Family Asset Management
Colorado
$12K
VNA
295
Valley National Advisers
Pennsylvania
$11K
ClearBridge Investments
296
ClearBridge Investments
New York
$11K +$1.31K +13 +12%
PRC
297
Pearl River Capital
Michigan
$10K +$11.2K +111 New
CG
298
Cutler Group
California
$9K -$1.89M -18,701 -99%
CAC
299
Certified Advisory Corp
Florida
$9K
FANJ
300
Financial Architects (New Jersey)
New Jersey
$9K

OLED Hedge Fund Activity: Q4 2018 in Review

333 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2018, worth a combined $3.74B — down 14% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of OLED and 64 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 103 added.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Epoch Investment Partners, cutting an estimated $94.8M.

  • 333 institutional investors held Universal Display (OLED) as of Q4 2018, down from 342 in Q3 2018.
  • Funds reported $3.74B of Universal Display stock for Q4 2018, down 14% quarter-over-quarter.
  • 64 funds opened new Universal Display positions in Q4 2018 and 69 closed out, a net change of -5 holders.
  • The largest Universal Display buyer in Q4 2018 was BlackRock, an estimated $197M added.
  • The largest Universal Display seller in Q4 2018 was Epoch Investment Partners, an estimated $94.8M sold.

Based on aggregated 13F filings for Q4 2018.