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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
WCM
326
WealthBridge Capital Management
Ohio
$25K
TC
327
Truvestments Capital
Florida
$24K +$19.1K +154 New
MCM
328
Manchester Capital Management
Vermont
$24K +$19.8K +160 New
BCI
329
Brinker Capital Investments
Pennsylvania
$23K
First Manhattan
330
First Manhattan
New York
$22K
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$21K -$9.77K -79 -36%
IFAM
332
Institutional & Family Asset Management
Colorado
$19K +$124 +1 +0.8%
CFGS
333
Concourse Financial Group Securities
Alabama
$19K +$2.97K +24 +24%
ClearBridge Investments
334
ClearBridge Investments
New York
$18K
JGIA
335
Jackson Grant Investment Advisers
Connecticut
$16K +$13.1K +106 New
CAC
336
Certified Advisory Corp
Florida
$15K
FANJ
337
Financial Architects (New Jersey)
New Jersey
$15K
CIAS
338
Capital Investment Advisory Services
North Carolina
$15K +$12.4K +100 New
GEA
339
Glen Eagle Advisors
New Jersey
$14.8K -$3.96K -32 -25%
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$13K -$17.2K -139 -63%
VFA
341
Valeo Financial Advisors
Indiana
$13K -$9.28K -75 -47%
WB
342
Webster Bank
Connecticut
$12K +$9.65K +78 New
NFG
343
Next Financial Group
Texas
$11K -$2.85K -23 -25%
CTB
344
Country Trust Bank
Illinois
$11K
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$11K
NL
346
NVWM LLC
Pennsylvania
$11K
NFH
347
NEXT Financial Holdings
Texas
$11K +$8.66K +70 New
HGWM
348
Harvest Group Wealth Management
Massachusetts
$10K +$8.17K +66 New
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.17K
VNA
350
Valley National Advisers
Pennsylvania
$9K -$7.18K -58 -50%

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.