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Universal Display

381 hedge funds and large institutions have $5.56B invested in Universal Display in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 35

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

49% more capital invested

Capital invested by funds: $3.74B → $5.56B (+$1.82B)

14% more funds holding

Funds holding: 333381 (+48)

8% more call options, than puts

Call options by funds: $300M | Put options by funds: $279M

8.36% less ownership

Funds ownership: 85.69%77.33% (-8.4%)

26% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 135

Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
8.24%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
86
Increased
100
Reduced
135
Closed
35
Calls
$300M
Puts
$279M
Net Calls
+$20.9M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$89K -$17.4K -141 -20%
GWA
302
Guidant Wealth Advisors
Illinois
$84K +$68K +550 New
BDWM
303
Brewin Dolphin Wealth Management
Ireland
$76.4K
AA
304
Advisory Alpha
Michigan
$71.2K +$52.5K +424 New
PCM
305
Penserra Capital Management
California
$71K -$457K -3,694 -89%
SFG
306
SevenBridge Financial Group
Pennsylvania
$68K
PA
307
Parallel Advisors
California
$63K -$6.19K -50 -11%
SF
308
Synovus Financial
Georgia
$61K
PRC
309
Pearl River Capital
Michigan
$60K +$34.5K +279 +251%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$54K +$29.8K +241 New
SWA
311
Sutton Wealth Advisors
Florida
$54K +$43.7K +353 New
RIA
312
Regal Investment Advisors
Michigan
$50K +$40.6K +328 New
BWM
313
Baystate Wealth Management
Massachusetts
$47K
WT
314
Whittier Trust
California
$41K -$171K -1,386 -84%
RA
315
Rational Advisors
New York
$40K +$7.18K +58 +28%
WCG
316
Weaver Consulting Group
California
$39K +$27.8K +225 New
IA
317
IFP Advisors
Florida
$38K -$61.5K -497 -67%
PFBT
318
Parkside Financial Bank & Trust
Missouri
$35K
MC
319
Machina Capital
France
$34K +$27.3K +221 New
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K
AF
321
Advisornet Financial
Minnesota
$31K
ASN
322
Advisory Services Network
Georgia
$31K +$1.98K +16 +9%
WAS
323
WESPAC Advisors SoCal
California
$30K
PVH
324
Psagot Value Holdings
Israel
$26K -$11.1K -90 -35%
SWM
325
SeaCrest Wealth Management
New York
$26K +$866 +7 +4%

OLED Hedge Fund Activity: Q1 2019 in Review

381 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2019, worth a combined $5.56B — up 49% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new OLED positions and 35 closed out — a net gain of 51 holders — while 100 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25M. The largest seller was Wells Fargo, cutting an estimated $66.6M.

  • 381 institutional investors held Universal Display (OLED) as of Q1 2019, up from 333 in Q4 2018.
  • Funds reported $5.56B of Universal Display stock for Q1 2019, up 49% quarter-over-quarter.
  • 86 funds opened new Universal Display positions in Q1 2019 and 35 closed out, a net change of +51 holders.
  • The largest Universal Display buyer in Q1 2019 was Fidelity Investments, an estimated $25M added.
  • The largest Universal Display seller in Q1 2019 was Wells Fargo, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2019.