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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
LPL Financial
151
LPL Financial
California
$1.05M -$1.16M -7,739 -43%
VF
152
Virtu Financial
New York
$1.02M +$1.51M +10,076 New
AL
153
Arnhold LLC
New York
$1.01M +$1.5M +10,000 New
CI
154
Cavalier Investments
Georgia
$1M +$661K +4,400 +80%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$947K -$755K -5,020 -35%
Russell Investments Group
156
Russell Investments Group
United Kingdom
$921K -$3.01M -20,015 -69%
AB
157
Amalgamated Bank
New York
$898K +$85.5K +569 +7%
EAMA
158
EFG Asset Management (Americas)
Florida
$871K +$614K +4,087 +90%
BCM
159
BTR Capital Management
California
$864K
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$862K -$29.5K -196 -2%
FIM
161
Fernwood Investment Management
Massachusetts
$850K
State of Wisconsin Investment Board
162
State of Wisconsin Investment Board
Wisconsin
$843K -$29.2K -194 -2%
TAM
163
Tocqueville Asset Management
New York
$828K
URS
164
Utah Retirement Systems
Utah
$778K
OAM
165
Oppenheimer Asset Management
New York
$770K +$26.2K +174 +2%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$733K +$223K +1,486 +26%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$711K -$179K -1,190 -14%
QT
168
Quantbot Technologies
New York
$709K +$1.06M +7,029 New
GT
169
Glenmede Trust
Pennsylvania
$684K
USAA
170
United Services Automobile Association
Texas
$682K +$1.02M +6,755 New
GC
171
Guggenheim Capital
Illinois
$681K -$335K -2,228 -25%
ASN
172
Advisory Services Network
Georgia
$679K -$37.4K -249 -4%
WSFS
173
Wilmington Savings Fund Society
Delaware
$667K +$45.1K +300 +5%
SCM
174
Shelton Capital Management
Colorado
$636K +$120K +800 +15%
Stifel Financial
175
Stifel Financial
Missouri
$624K +$216K +1,440 +30%

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.