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Universal Display

333 hedge funds and large institutions have $3.74B invested in Universal Display in 2018 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.36% more ownership

Funds ownership: 78.34%85.69% (+7.4%)

6% more call options, than puts

Call options by funds: $219M | Put options by funds: $207M

2% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 69

3% less funds holding

Funds holding: 342333 (-9)

14% less capital invested

Capital invested by funds: $4.35B → $3.74B (-$613M)

Holders
333
Holders Change
-9
Holders Change %
-2.63%
% of All Funds
7.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
64
Increased
103
Reduced
101
Closed
69
Calls
$219M
Puts
$207M
Net Calls
+$12.2M
Net Calls Change
+$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Calton & Associates
Florida
-$239K -2,026 Closed
MA
377
MYDA Advisors
New York
-$236K -2,000 Closed
BRWA
378
B. Riley Wealth Advisors
Florida
-$236K -1,997 Closed
Cerity Partners
379
Cerity Partners
New York
-$231K -1,956 Closed
EWA
380
EP Wealth Advisors
California
-$223K -1,890 Closed
HWA
381
HCR Wealth Advisors
California
-$201K -1,810 Closed
OLA
382
Oliver Luxxe Assets
New Jersey
-$201K -1,725 Closed
SBIA
383
Sheaff Brock Investment Advisors
Indiana
-$200K -1,700 Closed
FIA
384
FNY Investment Advisers
New York
-$176K -1,500 Closed
WSTAM
385
Wilbanks Smith & Thomas Asset Management
Virginia
-$118K -1,000 Closed
CAW
386
Cornerstone Advisors (Washington)
Washington
-$83K -705 Closed
S
387
SignatureFD
Georgia
-$59K -500 Closed
TPWA
388
TRUE Private Wealth Advisors
Oregon
-$59K -500 Closed
CH
389
Canton Hathaway
Rhode Island
-$53K -450 Closed
SWP
390
Stratos Wealth Partners
Ohio
-$37K -318 Closed
AIS
391
AlphaOne Investment Services
Pennsylvania
-$35K -300 Closed
MWM
392
Mascoma Wealth Management
New Hampshire
-$35K -300 Closed
TCOV
393
Trust Company of Vermont
Vermont
-$24K -200 Closed
MWM
394
MinichMacGregor Wealth Management
New York
-$7K -60 Closed
GP
395
Girard Partners
Pennsylvania
-$3K -30 Closed
RFA
396
Reilly Financial Advisors
California
-$3K -25 Closed
PCP
397
Proficio Capital Partners
Massachusetts
-$1K -11 Closed
BCA
398
Berman Capital Advisors
Georgia
+$505 +5 New

OLED Hedge Fund Activity: Q4 2018 in Review

333 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2018, worth a combined $3.74B — down 14% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of OLED and 64 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 103 added.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Epoch Investment Partners, cutting an estimated $94.8M.

  • 333 institutional investors held Universal Display (OLED) as of Q4 2018, down from 342 in Q3 2018.
  • Funds reported $3.74B of Universal Display stock for Q4 2018, down 14% quarter-over-quarter.
  • 64 funds opened new Universal Display positions in Q4 2018 and 69 closed out, a net change of -5 holders.
  • The largest Universal Display buyer in Q4 2018 was BlackRock, an estimated $197M added.
  • The largest Universal Display seller in Q4 2018 was Epoch Investment Partners, an estimated $94.8M sold.

Based on aggregated 13F filings for Q4 2018.