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Universal Display

334 hedge funds and large institutions have $3.14B invested in Universal Display in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

2.97% more ownership

Funds ownership: 63.19%66.16% (+3%)

8% less funds holding

Funds holding: 362334 (-28)

24% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 108

28% less call options, than puts

Call options by funds: $228M | Put options by funds: $319M

39% less capital invested

Capital invested by funds: $5.16B → $3.14B (-$2.01B)

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
334
Holders Change
-28
Holders Change %
-7.73%
% of All Funds
7.65%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.11%
New
82
Increased
124
Reduced
97
Closed
108
Calls
$228M
Puts
$319M
Net Calls
-$90.4M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
401
Oliver Luxxe Assets
New Jersey
-$298K -1,725 Closed
BOH
402
Bank of Hawaii
Hawaii
-$283K -1,640 Closed
SG
403
StoneX Group
New York
-$281K -1,627 Closed
GAM
404
Gotham Asset Management
New York
-$281K -1,626 Closed
CIBC Asset Management
405
CIBC Asset Management
Ontario, Canada
-$275K -1,590 Closed
Comerica Bank
406
Comerica Bank
Texas
-$282K -1,578 Closed
JFL
407
Jarislowsky, Fraser Ltd
Quebec, Canada
-$267K -1,550 Closed
BP
408
Ballentine Partners
Massachusetts
-$266K -1,540 Closed
IR
409
Invictus RG
Bermuda
-$265K -1,537 Closed
CW
410
Cobiz Wealth
Colorado
-$263K -1,524 Closed
CCM
411
Condor Capital Management
New Jersey
-$262K -1,517 Closed
II
412
Ibex Investors
Colorado
-$263K -1,506 Closed
BHA
413
Beech Hill Advisors
New York
-$259K -1,500 Closed
FAAS
414
First Allied Advisory Services
California
-$258K -1,490 Closed
V
415
Veritable
Delaware
-$256K -1,482 Closed
GVT
416
Genesee Valley Trust
New York
-$256K -1,480 Closed
WA
417
WealthTrust Axiom
Pennsylvania
-$229K -1,330 Closed
FA
418
FMA Advisory
Pennsylvania
-$224K -1,300 Closed
SBIA
419
Sheaff Brock Investment Advisors
Indiana
-$224K -1,300 Closed
AWM
420
Aries Wealth Management
Maine
-$204K -1,000 Closed
C
421
Cerebellum
California
-$129K -745 Closed
SQA
422
Simon Quick Advisors
New Jersey
-$81K -509 Closed
JWA
423
JFS Wealth Advisors
Pennsylvania
-$86K -500 Closed
TDC
424
Thompson Davis & Co
Virginia
-$86K -500 Closed
HH
425
HWG Holdings
Texas
-$83K -483 Closed

OLED Hedge Fund Activity: Q1 2018 in Review

334 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2018, worth a combined $3.14B — down 39% from $5.16B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of OLED and 82 opened new positions — a net loss of 26 holders — while 97 trimmed existing stakes and 124 added.

The largest buyer was UBS AM, adding an estimated $74.8M. The largest seller was Columbus Circle Investors, exiting entirely with an estimated $120M sold.

  • 334 institutional investors held Universal Display (OLED) as of Q1 2018, down from 362 in Q4 2017.
  • Funds reported $3.14B of Universal Display stock for Q1 2018, down 39% quarter-over-quarter.
  • 82 funds opened new Universal Display positions in Q1 2018 and 108 closed out, a net change of -26 holders.
  • The largest Universal Display buyer in Q1 2018 was UBS AM, an estimated $74.8M added.
  • The largest Universal Display seller in Q1 2018 was Columbus Circle Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2018.