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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
First Trust Advisors
101
First Trust Advisors
Illinois
$3.72M -$786K -7,152 -18%
QIM
102
Quantitative Investment Management
Virginia
$3.4M +$3.17M +28,800 New
Citigroup
103
Citigroup
New York
$3.27M +$1.18M +10,694 +63%
SG Americas Securities
104
SG Americas Securities
New York
$3.19M -$6.16M -56,022 -67%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$3.12M -$2.83M -25,704 -49%
Jane Street
106
Jane Street
New York
$3.05M -$174K -1,587 -6%
CIBC Asset Management
107
CIBC Asset Management
Ontario, Canada
$2.92M +$2.72M +24,734 New
FAM
108
Fred Alger Management
New York
$2.82M -$6.19M -56,271 -70%
OCAM
109
Onex Canada Asset Management
Ontario, Canada
$2.55M +$2.38M +21,657 New
JCP
110
Jabre Capital Partners
Switzerland
$2.48M -$3.63M -33,000 -61%
ANTB
111
AMG National Trust Bank
Colorado
$2.46M +$137K +1,250 +6%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$2.37M +$140K +1,272 +7%
PPA
113
Parametric Portfolio Associates
Washington
$2.36M +$791K +7,200 +56%
CANY
114
Caxton Associates (New York)
New York
$2.36M +$2.2M +20,000 New
RJFSA
115
Raymond James Financial Services Advisors
Florida
$2.35M -$213K -1,941 -9%
Legal & General Group
116
Legal & General Group
United Kingdom
$2.3M +$2.31K +21 +0.1%
Royal London Asset Management
117
Royal London Asset Management
United Kingdom
$2.28M -$882K -8,020 -29%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$2.27M +$88.9K +809 +4%
WT
119
Whittier Trust
California
$2.24M +$8.57K +78 +0.4%
CG
120
Cutler Group
California
$2.22M -$27.5K -250 -1%
SPC
121
Sigma Planning Corp
Michigan
$2.2M +$259K +2,352 +14%
EVM
122
Eaton Vance Management
Massachusetts
$2.15M
LPL Financial
123
LPL Financial
California
$2.1M -$79.5K -723 -4%
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
$2.09M +$1.95M +17,750 New
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$2.06M +$518K +4,712 +37%

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.