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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
TCIM
26
TIAA CREF Investment Management
New York
$28.6M -$5.78M -38,452 -12%
First Trust Advisors
27
First Trust Advisors
Illinois
$28.3M -$8.24M -54,843 -16%
AC
28
Avenir Corporation
Virginia
$26.9M -$891K -5,927 -2%
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$25.3M +$18M +120,000 +92%
TA
30
Teachers Advisors
New York
$23.9M +$4.12M +27,402 +13%
Northern Trust
31
Northern Trust
Illinois
$22.4M +$309K +2,056 +0.9%
Charles Schwab
32
Charles Schwab
California
$20.9M +$3.22M +21,453 +12%
Ameriprise
33
Ameriprise
Minnesota
$19.9M -$489K -3,254 -2%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$18.8M +$1.11M +7,376 +4%
Barclays
35
Barclays
United Kingdom
$18.8M +$21.1M +140,598 +307%
AIP
36
ARS Investment Partners
New York
$18.4M +$676K +4,499 +3%
PC
37
Polar Capital
United Kingdom
$18.3M -$1.7M -11,334 -6%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$16.8M -$247K -1,642 -1%
Invesco
39
Invesco
Georgia
$16.8M +$423K +2,813 +2%
Wolverine Trading
40
Wolverine Trading
Illinois
$15.7M +$1.57M +10,455 +7%
Deutsche Bank
41
Deutsche Bank
Germany
$15.5M +$14.7M +97,817 +176%
EWM
42
Endurance Wealth Management
Rhode Island
$15.3M -$44.2K -294 -0.2%
SIM
43
Stelliam Investment Management
New York
$15.2M +$22.5M +150,000 New
GAI
44
General American Investors
New York
$14.3M +$3.01M +20,000 +16%
NTC
45
NF Trinity Capital
Hong Kong
$14.2M +$2.78M +18,500 +15%
UBS Group
46
UBS Group
Switzerland
$13.3M +$2.36M +15,702 +14%
Millennium Management
47
Millennium Management
New York
$12.9M +$9.82M +65,327 +105%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$12.8M -$49.3M -327,799 -72%
DekaBank Deutsche Girozentrale
49
DekaBank Deutsche Girozentrale
Germany
$12.2M +$14M +93,400 +322%
SFM
50
Systematic Financial Management
New Jersey
$11.5M +$131K +874 +0.8%

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.