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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
IFAM
301
Institutional & Family Asset Management
Colorado
$13K +$18.8K +125 New
VNA
302
Valley National Advisers
Pennsylvania
$12K +$2.56K +17 +17%
SWM
303
SeaCrest Wealth Management
New York
$11K -$26.3K -175 -63%
SIM
304
Sonora Investment Management
Arizona
$10.1K
CAC
305
Certified Advisory Corp
Florida
$10K
MOS
306
MGO One Seven
Ohio
$10K
OIA
307
OneDigital Investment Advisors
Kansas
$10K
OGC
308
Oak Grove Capital
New Hampshire
$10K +$15K +100 New
RWA
309
Ropes Wealth Advisors
Massachusetts
$10K +$15K +100 New
LYV
310
Live Your Vision
Pennsylvania
$9K +$15K +100 New
CTB
311
Country Trust Bank
Illinois
$8K
VIA
312
Vantage Investment Advisors
Pennsylvania
$8K +$11.3K +75 New
NL
313
NVWM LLC
Pennsylvania
$7K -$622K -4,136 -98%
MWM
314
MinichMacGregor Wealth Management
New York
$6K
TCM
315
Tradewinds Capital Management
Washington
$6K
AF
316
Allworth Financial
California
$6K +$4.66K +31 +119%
APP
317
Avantax Planning Partners
Iowa
$5K +$7.37K +49 New
MI
318
Markston International
New York
$4K +$5.26K +35 New
EARNEST Partners
319
EARNEST Partners
Georgia
$3K
AWM
320
Avior Wealth Management
Nebraska
$3K +$3.76K +25 New
RFA
321
Reilly Financial Advisors
California
$3K +$3.76K +25 New
BAM
322
Bruderman Asset Management
New York
$3K +$4.21K +28 New
TFCM
323
Taylor Frigon Capital Management
Arizona
$3K +$4.36K +29 New
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$2K -$4.96K -33 -62%
MFW
325
Mosaic Family Wealth
Missouri
$2K +$1.05K +7 +47%

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.