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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
WWMSC
301
Wagner Wealth Management (South Carolina)
South Carolina
$20K
BCI
302
Brinker Capital Investments
Pennsylvania
$18K -$5.5K -50 -25%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$17K
TC
304
Truvestments Capital
Florida
$17K +$15.9K +145 New
IFAM
305
Institutional & Family Asset Management
Colorado
$15K
VNA
306
Valley National Advisers
Pennsylvania
$14K
ClearBridge Investments
307
ClearBridge Investments
New York
$13K +$11.9K +108 New
CAC
308
Certified Advisory Corp
Florida
$12K
FANJ
309
Financial Architects (New Jersey)
New Jersey
$12K
SIM
310
Sonora Investment Management
Arizona
$12K
CFGS
311
Concourse Financial Group Securities
Alabama
$11K +$10.7K +97 New
CTB
312
Country Trust Bank
Illinois
$9K
VIA
313
Vantage Investment Advisors
Pennsylvania
$9K
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$8K
NL
315
NVWM LLC
Pennsylvania
$8K
NFG
316
Next Financial Group
Texas
$8K +$7.69K +70 New
AF
317
Allworth Financial
California
$7K
MWM
318
MinichMacGregor Wealth Management
New York
$7K
SWM
319
SeaCrest Wealth Management
New York
$7K +$1.76K +16 +36%
HFM
320
Hartford Financial Management
Connecticut
$7K +$6.59K +60 New
MIM
321
MetLife Investment Management
New Jersey
$6.96K +$6.49K +59 New
PMFA
322
Plante Moran Financial Advisors
Michigan
$6K +$1.76K +16 +47%
TDC
323
Thompson Davis & Co
Virginia
$6K +$5.5K +50 New
RCAG
324
Rehmann Capital Advisory Group
Michigan
$4.95K
TRCT
325
Tower Research Capital (TRC)
New York
$4K -$74.9K -681 -96%

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.