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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
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$1.75M +$1.52M +10,086 +140%
WMC
127
Westwood Management Corporation
Illinois
$1.72M
HighTower Advisors
128
HighTower Advisors
Illinois
$1.71M -$325K -2,163 -11%
SPC
129
Sigma Planning Corp
Michigan
$1.71M -$717K -4,769 -22%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$1.7M -$278K -1,850 -10%
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$1.69M +$194K +1,290 +8%
TCM
132
Teza Capital Management
Illinois
$1.68M +$2.5M +16,608 New
EMG
133
Ellington Management Group
Connecticut
$1.66M +$2.47M +16,400 New
1CM
134
1492 Capital Management
Wisconsin
$1.62M +$1.53M +10,174 +174%
SXL
135
Summit X LLC
Missouri
$1.55M +$2.3M +15,311 New
RE
136
RBC Europe
United Kingdom
$1.53M +$9.77K +65 +0.4%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$1.51M -$3.15M -20,966 -58%
CSS
138
Cubist Systematic Strategies
Connecticut
$1.47M +$1.56M +10,410 +249%
SI
139
SCP Investment
California
$1.36M +$2.03M +13,500 New
Creative Planning
140
Creative Planning
Kansas
$1.32M +$323K +2,149 +20%
DTL
141
Dynamic Technology Lab
Singapore
$1.27M +$1.88M +12,538 New
Canada Life
142
Canada Life
Manitoba, Canada
$1.25M -$93.2K -620 -5%
CG
143
Clinton Group
New York
$1.25M +$1.86M +12,387 New
MCM
144
Mengis Capital Management
Oregon
$1.24M +$181K +1,205 +11%
ERSOT
145
Employees Retirement System of Texas
Texas
$1.21M +$1.8M +12,000 New
Group One Trading
146
Group One Trading
Illinois
$1.15M -$7.71M -51,262 -82%
AQR Capital Management
147
AQR Capital Management
Connecticut
$1.13M -$438K -2,912 -21%
UR
148
USCA RIA
Texas
$1.11M +$513K +3,415 +45%
SCM
149
Stevens Capital Management
Pennsylvania
$1.11M +$1.66M +11,033 New
AG
150
Aperio Group
California
$1.1M +$38.9K +259 +2%

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.