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Universal Display

333 hedge funds and large institutions have $3.74B invested in Universal Display in 2018 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.36% more ownership

Funds ownership: 78.34%85.69% (+7.4%)

6% more call options, than puts

Call options by funds: $219M | Put options by funds: $207M

2% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 69

3% less funds holding

Funds holding: 342333 (-9)

14% less capital invested

Capital invested by funds: $4.35B → $3.74B (-$613M)

Holders
333
Holders Change
-9
Holders Change %
-2.63%
% of All Funds
7.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
64
Increased
103
Reduced
101
Closed
69
Calls
$219M
Puts
$207M
Net Calls
+$12.2M
Net Calls Change
+$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
101
Jane Street
New York
$2.77M +$379K +3,759 +15%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$2.63M +$175K +1,730 +7%
TPSF
103
Texas Permanent School Fund
Texas
$2.6M +$2.8M +27,740 New
MIM
104
MetLife Investment Management
New Jersey
$2.42M +$2.6M +25,790 +43,712%
Prudential Financial
105
Prudential Financial
New Jersey
$2.41M +$2.32M +22,998 +836%
Canada Life
106
Canada Life
Manitoba, Canada
$2.24M +$2.15M +21,320 +481%
FAM
107
Fred Alger Management
New York
$2.23M -$11.2K -111 -0.5%
MSA
108
Mason Street Advisors
Wisconsin
$2.08M +$2.24M +22,204 New
Baird Financial Group
109
Baird Financial Group
Wisconsin
$2.07M -$2.3M -22,809 -51%
ANTB
110
AMG National Trust Bank
Colorado
$2.07M +$126K +1,250 +6%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$2.06M +$212K +2,102 +11%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$1.98M +$184K +1,827 +9%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$1.94M +$2.09M +20,724 New
BC
114
Beaconlight Capital
New York
$1.88M +$2.03M +20,100 New
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$1.88M +$1.33M +13,195 +191%
RA
116
Royce & Associates
New York
$1.87M -$6.66M -65,950 -77%
Royal London Asset Management
117
Royal London Asset Management
United Kingdom
$1.81M
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$1.79M -$99.4K -985 -5%
BA
119
BKS Advisors
Michigan
$1.72M -$1.57M -15,535 -46%
EVM
120
Eaton Vance Management
Massachusetts
$1.71M
Creative Planning
121
Creative Planning
Kansas
$1.61M -$6.66K -66 -0.4%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$1.58M +$1.7M +16,862 New
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$1.57M -$65.3K -647 -4%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$1.57M +$31.7K +314 +2%
Federated Hermes
125
Federated Hermes
Pennsylvania
$1.47M +$1.58M +15,690 New

OLED Hedge Fund Activity: Q4 2018 in Review

333 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2018, worth a combined $3.74B — down 14% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of OLED and 64 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 103 added.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Epoch Investment Partners, cutting an estimated $94.8M.

  • 333 institutional investors held Universal Display (OLED) as of Q4 2018, down from 342 in Q3 2018.
  • Funds reported $3.74B of Universal Display stock for Q4 2018, down 14% quarter-over-quarter.
  • 64 funds opened new Universal Display positions in Q4 2018 and 69 closed out, a net change of -5 holders.
  • The largest Universal Display buyer in Q4 2018 was BlackRock, an estimated $197M added.
  • The largest Universal Display seller in Q4 2018 was Epoch Investment Partners, an estimated $94.8M sold.

Based on aggregated 13F filings for Q4 2018.