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Universal Display

381 hedge funds and large institutions have $5.56B invested in Universal Display in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 35

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

49% more capital invested

Capital invested by funds: $3.74B → $5.56B (+$1.82B)

14% more funds holding

Funds holding: 333381 (+48)

8% more call options, than puts

Call options by funds: $300M | Put options by funds: $279M

8.36% less ownership

Funds ownership: 85.69%77.33% (-8.4%)

26% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 135

Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
8.24%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
86
Increased
100
Reduced
135
Closed
35
Calls
$300M
Puts
$279M
Net Calls
+$20.9M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Avenir Corporation
Virginia
$36.6M -$2.8M -22,671 -9%
DekaBank Deutsche Girozentrale
27
DekaBank Deutsche Girozentrale
Germany
$34.3M -$248K -2,008 -0.7%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$33.4M -$36.8M -297,385 -58%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$30.9M +$25M +202,201 +156,745%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$30.8M +$633K +5,117 +3%
TA
31
Teachers Advisors
New York
$29.6M -$6.21M -50,201 -21%
AIP
32
ARS Investment Partners
New York
$28.4M -$5.59M -45,195 -20%
Principal Financial Group
33
Principal Financial Group
Iowa
$28.3M +$332K +2,684 +1%
TCIM
34
TIAA CREF Investment Management
New York
$28M -$3.44M -27,789 -13%
SI
35
Scout Investments
Missouri
$27.7M +$8.41M +67,967 +60%
AAMU
36
AEGON Asset Management (UK)
United Kingdom
$27.5M +$802K +6,479 +4%
EWM
37
Endurance Wealth Management
Rhode Island
$25.7M -$599K -4,843 -3%
Morgan Stanley
38
Morgan Stanley
New York
$25.4M -$4.53M -36,640 -18%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$24.2M +$13.6M +110,180 +227%
KIP
40
Kayak Investment Partners
California
$20.9M +$16.9M +136,800 New
Wells Fargo
41
Wells Fargo
California
$19.4M -$66.6M -538,010 -81%
SFM
42
Systematic Financial Management
New Jersey
$19.4M -$8.9M -71,926 -36%
CTA
43
Carillon Tower Advisers
Florida
$18.6M +$5.45M +44,075 +57%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$18.2M +$114K +918 +0.8%
GAI
45
General American Investors
New York
$17.8M -$619K -5,000 -4%
QAM
46
QCI Asset Management
New York
$16.9M -$1.95M -15,737 -12%
AAMU
47
Amundi Asset Management US
Massachusetts
$15.7M -$17M -137,255 -57%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$15.3M +$61.9K +500 +0.5%
CCM
49
Copeland Capital Management
Pennsylvania
$15.2M +$964K +7,794 +9%
PAMU
50
Pictet Asset Management (UK)
United Kingdom
$14.5M -$11.3M -91,418 -49%

OLED Hedge Fund Activity: Q1 2019 in Review

381 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2019, worth a combined $5.56B — up 49% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new OLED positions and 35 closed out — a net gain of 51 holders — while 100 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25M. The largest seller was Wells Fargo, cutting an estimated $66.6M.

  • 381 institutional investors held Universal Display (OLED) as of Q1 2019, up from 333 in Q4 2018.
  • Funds reported $5.56B of Universal Display stock for Q1 2019, up 49% quarter-over-quarter.
  • 86 funds opened new Universal Display positions in Q1 2019 and 35 closed out, a net change of +51 holders.
  • The largest Universal Display buyer in Q1 2019 was Fidelity Investments, an estimated $25M added.
  • The largest Universal Display seller in Q1 2019 was Wells Fargo, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2019.