We are live on ! Find out more
OLED icon

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
FHA
326
Flagship Harbor Advisors
Massachusetts
$4K
MI
327
Markston International
New York
$4K
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$4K +$2.75K +25 +278%
BAM
329
Bruderman Asset Management
New York
$3K
EARNEST Partners
330
EARNEST Partners
Georgia
$3K
RFA
331
Reilly Financial Advisors
California
$3K
GP
332
Girard Partners
Pennsylvania
$3K +$3.3K +30 New
ATC
333
Adirondack Trust Company
New York
$2K
MFW
334
Mosaic Family Wealth
Missouri
$2K
PCP
335
Proficio Capital Partners
Massachusetts
$1K -$550 -5 -31%
Canada Pension Plan Investment Board
336
Canada Pension Plan Investment Board
Ontario, Canada
$1K
QI
337
QS Investors
New York
$1K
RWML
338
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$707
TCM
339
TimesSquare Capital Management
New York
-$24.5M -284,569 Closed
Renaissance Technologies
340
Renaissance Technologies
New York
-$18.9M -219,339 Closed
GC
341
Gratia Capital
California
-$6.25M -72,685 Closed
HSBC Holdings
342
HSBC Holdings
United Kingdom
-$3.99M -46,368 Closed
Two Sigma Advisers
343
Two Sigma Advisers
New York
-$3.4M -39,500 Closed
KPF
344
K2 Principal Fund
Ontario, Canada
-$3.01M -35,000 Closed
Balyasny Asset Management
345
Balyasny Asset Management
Illinois
-$2.85M -33,103 Closed
CWM
346
Cornerstone Wealth Management
Missouri
-$375K -31,445 Closed
AIM
347
Assured Investment Management
New York
-$2.63M -30,572 Closed
MWNA
348
Marshall Wace North America
New York
-$2.5M -29,098 Closed
PAS
349
Point72 Asia (Singapore)
Singapore
-$2.08M -24,235 Closed
JGC
350
J. Goldman & Co
New York
-$1.61M -18,685 Closed

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.