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Universal Display

342 hedge funds and large institutions have $4.35B invested in Universal Display in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 104 increasing their positions, 97 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

64% more capital invested

Capital invested by funds: $2.65B → $4.35B (+$1.7B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more funds holding

Funds holding: 309342 (+33)

4.86% more ownership

Funds ownership: 73.48%78.34% (+4.9%)

7% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 97

22% less call options, than puts

Call options by funds: $251M | Put options by funds: $321M

Holders
342
Holders Change
+33
Holders Change %
+10.68%
% of All Funds
7.82%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
72
Increased
104
Reduced
97
Closed
38
Calls
$251M
Puts
$321M
Net Calls
-$70M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GAI
51
General American Investors
New York
$15.5M
UBS Group
52
UBS Group
Switzerland
$15.4M -$8.64M -78,634 -38%
CTA
53
Carillon Tower Advisers
Florida
$15.1M +$14.1M +128,325 New
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$14.7M
Invesco
55
Invesco
Georgia
$13.2M +$1.16M +10,526 +10%
Deutsche Bank
56
Deutsche Bank
Germany
$12.6M -$11.5M -105,033 -50%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$12.1M +$187K +1,700 +2%
CS
58
Candriam SCA
Luxembourg
$11.9M +$2.19M +19,945 +25%
MMH
59
Menora Mivtachim Holdings
Israel
$11.8M
Citadel Advisors
60
Citadel Advisors
Florida
$11.6M -$23.1M -210,298 -68%
VanEck Associates
61
VanEck Associates
New York
$11.4M -$2.9M -26,377 -21%
MIH
62
Meitav Investment House
Israel
$11.3M +$10.6M +96,300 New
Wolverine Trading
63
Wolverine Trading
Illinois
$11.1M -$6.73M -61,254 -39%
RA
64
Royce & Associates
New York
$10.1M +$1.21M +11,000 +15%
WT
65
Washington Trust
Rhode Island
$10.1M -$564K -5,130 -6%
PCM
66
Princeton Capital Management
New Jersey
$9.7M -$22.5K -205 -0.2%
BPM
67
Blue Pool Management
Hong Kong
$9.55M -$2.36M -21,500 -21%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$9.46M -$15.4M -140,000 -64%
CCM
69
Copeland Capital Management
Pennsylvania
$9.21M +$8.59M +78,156 New
TU
70
TDAM USA
Ontario, Canada
$9M +$636K +5,782 +8%
Victory Capital Management
71
Victory Capital Management
Texas
$8.89M +$6.98M +63,519 +533%
Swiss National Bank
72
Swiss National Bank
Switzerland
$8.7M
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.63M -$2.41M -21,909 -23%
TIM
74
Triodos Investment Management
Netherlands
$8.02M
ZDA
75
Zweig-DiMenna Associates
New York
$7.88M +$4.08M +37,158 +125%

OLED Hedge Fund Activity: Q3 2018 in Review

342 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2018, worth a combined $4.35B — up 64% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new OLED positions and 38 closed out — a net gain of 34 holders — while 104 added to existing stakes and 97 trimmed.

The largest buyer was Primecap Management, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $52.8M.

  • 342 institutional investors held Universal Display (OLED) as of Q3 2018, up from 309 in Q2 2018.
  • Funds reported $4.35B of Universal Display stock for Q3 2018, up 64% quarter-over-quarter.
  • 72 funds opened new Universal Display positions in Q3 2018 and 38 closed out, a net change of +34 holders.
  • The largest Universal Display buyer in Q3 2018 was Primecap Management, an estimated $134M added.
  • The largest Universal Display seller in Q3 2018 was Goldman Sachs, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2018.