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Universal Display

309 hedge funds and large institutions have $2.65B invested in Universal Display in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 79 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 79

7.32% more ownership

Funds ownership: 66.16%73.48% (+7.3%)

7% less funds holding

Funds holding: 334309 (-25)

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$492M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less call options, than puts

Call options by funds: $190M | Put options by funds: $245M

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

Holders
309
Holders Change
-25
Holders Change %
-7.49%
% of All Funds
7.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
48
Increased
124
Reduced
79
Closed
70
Calls
$190M
Puts
$245M
Net Calls
-$55.4M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
351
Fox Run Management
Connecticut
-$307K -3,040 Closed
SEC
352
Seven Eight Capital
New York
-$296K -2,929 Closed
PAG
353
Private Advisor Group
New Jersey
-$287K -2,837 Closed
PMG
354
ProVise Management Group
Florida
-$281K -2,786 Closed
CA
355
Cetera Advisors
Colorado
-$271K -2,686 Closed
GCA
356
Gideon Capital Advisors
New York
-$247K -2,441 Closed
CCIA
357
Campbell & Co Investment Adviser
Maryland
-$245K -2,424 Closed
RIL
358
Rothschild Investment LLC
Illinois
-$225K -2,225 Closed
Cerity Partners
359
Cerity Partners
New York
-$214K -2,122 Closed
SWA
360
SFMG Wealth Advisors
Texas
-$212K -2,102 Closed
CIC
361
Cornercap Investment Counsel
Georgia
-$202K -2,000 Closed
NJBEST
362
New Jersey Better Educational Savings Trust
New Jersey
-$202K -2,000 Closed
BRWA
363
B. Riley Wealth Advisors
Florida
-$201K -1,985 Closed
GWS
364
Glassman Wealth Services
Virginia
-$101K -1,000 Closed
Lazard Asset Management
365
Lazard Asset Management
New York
-$82K -819 Closed
Daiwa Securities Group
366
Daiwa Securities Group
Japan
-$81K -800 Closed
SWP
367
Stratos Wealth Partners
Ohio
-$33K -326 Closed
FCAG
368
First Capital Advisors Group
New Jersey
-$21K -204 Closed
BG
369
Bollard Group
Massachusetts
-$20K -200 Closed
JCM
370
Jacobi Capital Management
Pennsylvania
-$20K -200 Closed
LYV
371
Live Your Vision
Pennsylvania
-$9K -100 Closed
OGC
372
Oak Grove Capital
New Hampshire
-$10K -100 Closed
RWA
373
Ropes Wealth Advisors
Massachusetts
-$10K -100 Closed
APP
374
Avantax Planning Partners
Iowa
-$5K -49 Closed
TFCM
375
Taylor Frigon Capital Management
Arizona
-$3K -29 Closed

OLED Hedge Fund Activity: Q2 2018 in Review

309 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2018, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of OLED and 48 opened new positions — a net loss of 22 holders — while 79 trimmed existing stakes and 124 added.

The largest buyer was Primecap Management, adding an estimated $116M. The largest seller was Two Sigma Advisers, cutting an estimated $33.1M.

  • 309 institutional investors held Universal Display (OLED) as of Q2 2018, down from 334 in Q1 2018.
  • Funds reported $2.65B of Universal Display stock for Q2 2018, down 16% quarter-over-quarter.
  • 48 funds opened new Universal Display positions in Q2 2018 and 70 closed out, a net change of -22 holders.
  • The largest Universal Display buyer in Q2 2018 was Primecap Management, an estimated $116M added.
  • The largest Universal Display seller in Q2 2018 was Two Sigma Advisers, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2018.