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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
ZB
326
Zions Bancorporation
Utah
$2K +$2.25K +15 New
LNB
327
Ledyard National Bank
$2K +$3.01K +20 New
PCP
328
Proficio Capital Partners
Massachusetts
$2K +$3.61K +24 New
ATC
329
Adirondack Trust Company
New York
$1K
QI
330
QS Investors
New York
$1K
VFA
331
Valeo Financial Advisors
Indiana
$1K
MFBTD
332
MB Financial Bank - Trust Department
Illinois
$1K +$1.8K +12 New
Nomura Holdings
333
Nomura Holdings
Japan
$910 +$1.36M +9,015 New
RWML
334
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$606 +$902 +6 New
CCI
335
Columbus Circle Investors
-$120M -696,150 Closed
NCA
336
Newbrook Capital Advisors
New York
-$107M -616,897 Closed
Wellington Management Group
337
Wellington Management Group
Massachusetts
-$86.6M -501,748 Closed
JCAM
338
Jericho Capital Asset Management
New York
-$54.6M -316,007 Closed
DP
339
DSAM Partners
United Kingdom
-$42.2M -244,701 Closed
Schroder Investment Management Group
340
Schroder Investment Management Group
United Kingdom
-$39.7M -230,000 Closed
HAM
341
Honeycomb Asset Management
New York
-$24.2M -140,000 Closed
Fidelity Investments
342
Fidelity Investments
Massachusetts
-$21.9M -126,765 Closed
FA
343
Friess Associates
Delaware
-$13.8M -79,639 Closed
WI
344
Wafra Inc
New York
-$12.7M -73,584 Closed
Macquarie Group
345
Macquarie Group
Australia
-$11.5M -66,811 Closed
AII
346
AGF Investments Inc
Ontario, Canada
-$10.3M -59,587 Closed
CM
347
Castleark Management
Illinois
-$10.1M -58,385 Closed
PCM
348
Penserra Capital Management
California
-$9.41M -54,505 Closed
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
-$8.06M -46,700 Closed
ZIM
350
Zacks Investment Management
Illinois
-$7.72M -44,702 Closed

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.