We are live on ! Find out more
OLED icon

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
RE
126
RBC Europe
United Kingdom
$1.42M
MCM
127
Mengis Capital Management
Oregon
$1.42M +$30.3K +300 +2%
SOMRS
128
State of Michigan Retirement System
Michigan
$1.41M +$1.52M +15,100 New
UR
129
USCA RIA
Texas
$1.37M +$168K +1,661 +13%
EAM
130
Erste Asset Management
Austria
$1.37M +$1.51M +15,000 New
AG
131
Aperio Group
California
$1.37M +$276K +2,735 +23%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$1.34M +$1.12M +11,082 +337%
SXL
133
Summit X LLC
Missouri
$1.34M -$172K -1,700 -11%
HighTower Advisors
134
HighTower Advisors
Illinois
$1.34M -$202K -2,000 -12%
SPC
135
Sigma Planning Corp
Michigan
$1.33M -$445K -4,407 -24%
TAM
136
Taurus Asset Management
New York
$1.27M -$3.89M -38,507 -74%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$1.23M +$2.73K +27 +0.2%
AIP
138
Ameritas Investment Partners
Nebraska
$1.17M +$1.26M +12,525 New
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.15M -$375K -3,713 -23%
TAM
140
Tocqueville Asset Management
New York
$1.13M -$524K -5,195 -30%
PCM
141
Parsons Capital Management
Rhode Island
$1.12M +$864K +8,557 +250%
LPL Financial
142
LPL Financial
California
$1.1M -$619K -6,134 -34%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$1.05M +$1.13M +11,200 New
1CM
144
1492 Capital Management
Wisconsin
$958K -$176K -1,740 -15%
FIM
145
Fernwood Investment Management
Massachusetts
$956K
AIM
146
Axiom Investment Management
New York
$956K +$1.03M +10,220 New
MERSOM
147
Municipal Employees' Retirement System of Michigan
Michigan
$953K +$1.03M +10,190 New
AL
148
Arnhold LLC
New York
$936K +$1.01M +10,000 New
AB
149
Amalgamated Bank
New York
$931K +$415K +4,117 +71%
AWCI
150
Alpine Woods Capital Investors
New York
$903K +$202 +2 +0%

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.