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Universal Display

362 hedge funds and large institutions have $5.16B invested in Universal Display in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

30% more capital invested

Capital invested by funds: $3.98B → $5.16B (+$1.18B)

12% more funds holding

Funds holding: 324362 (+38)

2% more call options, than puts

Call options by funds: $465M | Put options by funds: $454M

8% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 121

2.52% less ownership

Funds ownership: 65.71%63.19% (-2.5%)

Holders
362
Holders Change
+38
Holders Change %
+11.73%
% of All Funds
8.21%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
85
Increased
111
Reduced
121
Closed
43
Calls
$465M
Puts
$454M
Net Calls
+$11.2M
Net Calls Change
+$8.63M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
326
AGF Investments LLC
Ontario, Canada
$20K +$6.06K +38 +49%
SIM
327
Sonora Investment Management
Arizona
$17.3K
NIT
328
NumerixS Investment Technologies
British Columbia, Canada
$17K -$317K -1,990 -95%
FANJ
329
Financial Architects (New Jersey)
New Jersey
$17K
NSIM
330
North Star Investment Management
Illinois
$17K
OIA
331
OneDigital Investment Advisors
Kansas
$17K
SPIA
332
Steward Partners Investment Advisory
New York
$17K
VNA
333
Valley National Advisers
Pennsylvania
$17K +$7.97K +50 +100%
CAC
334
Certified Advisory Corp
Florida
$17K +$15.9K +100 New
MOS
335
MGO One Seven
Ohio
$17K +$15.9K +100 New
TFA
336
Toth Financial Advisory
Virginia
$17K +$15.9K +100 New
APA
337
American Portfolios Advisors
New York
$16.9K +$15.6K +98 New
CTB
338
Country Trust Bank
Illinois
$13K
TCM
339
Tradewinds Capital Management
Washington
$11K +$1.91K +12 +24%
SWA
340
Sutton Wealth Advisors
Florida
$10.9K +$10K +63 New
WIM
341
Westside Investment Management
California
$10.3K -$2.39K -15 -22%
MWM
342
MinichMacGregor Wealth Management
New York
$10K -$26.3K -165 -73%
WA
343
WealthTrust-Arizona
Arizona
$10K +$6.38K +40 +200%
WAM
344
Wealthspire Advisors (Maryland)
Maryland
$9K +$478 +3 +6%
CCMW
345
Cypress Capital Management (Wyoming)
Wyoming
$7K
Nisa Investment Advisors
346
Nisa Investment Advisors
Missouri
$7K
Acadian Asset Management
347
Acadian Asset Management
Massachusetts
$6K
STA
348
Summit Trail Advisors
New York
$6K +$5.1K +32 New
MAM
349
Meeder Asset Management
Ohio
$6K +$6.06K +38 New
EARNEST Partners
350
EARNEST Partners
Georgia
$5K +$4.3K +27 New