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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
BCAM
126
Boston Common Asset Management
Massachusetts
$2.06M -$196K -1,785 -9%
Creative Planning
127
Creative Planning
Kansas
$2.04M +$420K +3,822 +28%
TAM
128
Tocqueville Asset Management
New York
$2.03M +$1.32M +12,050 +232%
GF
129
Greenhouse Funds
Maryland
$2M +$1.14M +10,390 +157%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$1.95M +$760K +6,918 +72%
HighTower Advisors
131
HighTower Advisors
Illinois
$1.93M -$2.75K -25 -0.2%
SXL
132
Summit X LLC
Missouri
$1.92M -$91.1K -829 -5%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.89M -$130K -1,184 -7%
RE
134
RBC Europe
United Kingdom
$1.78M
EIM
135
Essex Investment Management
Massachusetts
$1.76M +$1.24M +11,253 +303%
MCM
136
Mengis Capital Management
Oregon
$1.75M +$206K +1,870 +14%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$1.54M -$30.1K -274 -2%
UR
138
USCA RIA
Texas
$1.53M -$293K -2,662 -17%
HCMT
139
Highland Capital Management (Texas)
Texas
$1.42M +$1.32M +12,000 New
1CM
140
1492 Capital Management
Wisconsin
$1.41M +$145K +1,320 +12%
JG
141
Jefferies Group
New York
$1.4M +$1.31M +11,884 New
AG
142
Aperio Group
California
$1.4M +$165K +1,502 +14%
Barclays
143
Barclays
United Kingdom
$1.4M -$8.76M -79,710 -87%
PAM
144
Premier Asset Management
Illinois
$1.37M -$3.01M -27,420 -70%
Walleye Trading
145
Walleye Trading
New York
$1.24M -$584K -5,310 -33%
QT
146
Quantbot Technologies
New York
$1.23M +$1.14M +10,397 New
FIM
147
Fernwood Investment Management
Massachusetts
$1.2M +$11K +100 +1%
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$1.15M +$468K +4,257 +78%
AWCI
149
Alpine Woods Capital Investors
New York
$1.14M +$335K +3,047 +46%
HFS
150
HL Financial Services
Kentucky
$1.09M +$59.5K +541 +6%

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.