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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
HFS
151
HL Financial Services
Kentucky
$884K +$20.7K +205 +2%
AA
152
ALPS Advisors
Colorado
$840K +$335K +3,324 +59%
NMERB
153
New Mexico Educational Retirement Board
New Mexico
$805K +$868K +8,600 New
NA
154
Nottingham Advisors
New York
$803K
BCM
155
BTR Capital Management
California
$800K
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$796K -$1.82K -18 -0.2%
SCM
157
Shelton Capital Management
Colorado
$767K -$10.1K -100 -1%
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
$764K
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$750K +$809K +8,013 New
URS
160
Utah Retirement Systems
Utah
$740K
LCM
161
Landscape Capital Management
New Jersey
$716K +$772K +7,649 New
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$696K +$751K +7,439 New
MA
163
Montag & Associates
Georgia
$666K +$719K +7,120 New
BG
164
Bahl & Gaynor
Ohio
$637K +$688K +6,814 New
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$632K -$250K -2,481 -27%
NA
166
Neuburgh Advisers
California
$630K +$679K +6,732 New
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$625K +$83K +822 +14%
NEI
168
Northwest & Ethical Investments
Ontario, Canada
$618K +$133K +1,322 +25%
USAA
169
United Services Automobile Association
Texas
$618K
WSFS
170
Wilmington Savings Fund Society
Delaware
$618K +$404 +4 +0.1%
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$617K +$665K +6,590 New
LCM
172
Laurion Capital Management
New York
$616K -$182K -1,804 -22%
IG
173
ING Group
Netherlands
$608K +$656K +6,498 New
GC
174
Grace Capital
Massachusetts
$599K +$141K +1,400 +28%
ProShare Advisors
175
ProShare Advisors
Maryland
$583K +$196K +1,940 +45%

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.