Universal Display
OLED
324 hedge funds and large institutions have $3.98B invested in Universal Display in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 104 reducing their positions, and 39 closing their positions.
74% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 39
19% more capital invested
Capital invested by funds: $3.34B → $3.98B (+$640M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
9% more funds holding
Funds holding: 298 → 324 (+26)
2% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 104
1% more call options, than puts
Call options by funds: $238M | Put options by funds: $236M
0.72% more ownership
Funds ownership: 64.99% → 65.71% (+0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
+$37.6M |
| 2 |
Goldman Sachs
New York
|
+$36.9M |
| 3 |
HCM
Hitchwood Capital Management
New York
|
+$27.2M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$24.7M |
| 5 |
CCI
Columbus Circle Investors
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$36.7M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$35.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$31.1M |
| 4 |
KIP
Kayak Investment Partners
San Francisco,
California
|
-$26.4M |
| 5 |
Primecap Management
Pasadena,
California
|
-$26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WMSA
351
Weiss Multi-Strategy Advisers
New York
| – | -$219K | -2,000 | Closed |
|
|
BFS
352
Bradley Foster & Sargent
Hartford,
Connecticut
| – | -$203K | -1,855 | Closed |
|
353
Daiwa Securities Group
Tokyo,
Japan
| – | -$197K | -1,800 | Closed |
|
|
AIG
354
American International Group
New York
| – | -$110K | -1,009 | Closed |
|
|
MC
355
Mitra Capital
Boston,
Massachusetts
| – | -$109K | -1,000 | Closed |
|
|
RA
356
Rational Advisors
Huntington,
New York
| – | -$66K | -600 | Closed |
|
357
Envestnet Asset Management
Chicago,
Illinois
| – | -$35K | -319 | Closed |
|
|
CFA
358
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$22K | -200 | Closed |
|
|
NA
359
NewEdge Advisors
New Orleans,
Louisiana
| – | -$18.3K | -168 | Closed |
|
|
PAM
360
Panagora Asset Management
Boston,
Massachusetts
| – | -$9K | -85 | Closed |
|
|
WAS
361
Winch Advisory Services
Appleton,
Wisconsin
| – | -$8K | -69 | Closed |
|
|
BAM
362
Bruderman Asset Management
Locust Valley,
New York
| – | -$3K | -28 | Closed |
|
|
HNB
363
Huntington National Bank
Columbus,
Ohio
| – | -$2K | -15 | Closed |
|
OLED Hedge Fund Activity: Q3 2017 in Review
324 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2017, worth a combined $3.98B — up 19% from $3.34B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new OLED positions and 39 closed out — a net gain of 29 holders — while 106 added to existing stakes and 104 trimmed.
The largest buyer was Jericho Capital Asset Management, adding an estimated $37.6M. The largest seller was Frontier Capital Management, cutting an estimated $36.7M.
- 324 institutional investors held Universal Display (OLED) as of Q3 2017, up from 298 in Q2 2017.
- Funds reported $3.98B of Universal Display stock for Q3 2017, up 19% quarter-over-quarter.
- 68 funds opened new Universal Display positions in Q3 2017 and 39 closed out, a net change of +29 holders.
- The largest Universal Display buyer in Q3 2017 was Jericho Capital Asset Management, an estimated $37.6M added.
- The largest Universal Display seller in Q3 2017 was Frontier Capital Management, an estimated $36.7M sold.
Based on aggregated 13F filings for Q3 2017.