We are live on ! Find out more
OLED icon

Universal Display

309 hedge funds and large institutions have $2.65B invested in Universal Display in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 79 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 79

7.32% more ownership

Funds ownership: 66.16%73.48% (+7.3%)

7% less funds holding

Funds holding: 334309 (-25)

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$492M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less call options, than puts

Call options by funds: $190M | Put options by funds: $245M

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

Holders
309
Holders Change
-25
Holders Change %
-7.49%
% of All Funds
7.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
48
Increased
124
Reduced
79
Closed
70
Calls
$190M
Puts
$245M
Net Calls
-$55.4M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$470K -$5.54M -58,060 -91%
DZ Bank
177
DZ Bank
Germany
$460K
TAM
178
Tocqueville Asset Management
New York
$447K -$286K -3,000 -37%
FMT
179
First Mercantile Trust
Tennessee
$446K -$18.3K -192 -4%
IA
180
IFP Advisors
Florida
$446K +$451K +4,730 +1,051%
DBT
181
Dubuque Bank & Trust
Iowa
$443K -$72K -755 -13%
SOADOR
182
State of Alaska Department of Revenue
Alaska
$436K +$118K +1,240 +32%
WMC
183
Westwood Management Corporation
Illinois
$430K -$1.14M -12,000 -71%
NSEDCP
184
NJ State Employees Deferred Compensation Plan
New Jersey
$430K
SACTSONJ
185
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$430K
BA
186
Bristol Advisors
Pennsylvania
$430K +$477K +5,000 New
GC
187
Grace Capital
Massachusetts
$430K +$477K +5,000 New
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$429K +$120K +1,260 +34%
AA
189
ALPS Advisors
Colorado
$423K +$56.8K +596 +14%
William Blair & Company
190
William Blair & Company
Illinois
$420K +$28.6K +300 +7%
ProShare Advisors
191
ProShare Advisors
Maryland
$404K +$448K +4,697 New
NEI
192
Northwest & Ethical Investments
Ontario, Canada
$395K +$226K +2,369 +107%
Canada Life
193
Canada Life
Manitoba, Canada
$381K -$759K -7,959 -64%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$381K +$51.7K +542 +14%
CWM
195
Cornerstone Wealth Management
Missouri
$375K +$3M +31,445 New
SW
196
SVB Wealth
Massachusetts
$370K +$4.77K +50 +1%
CT
197
Coastline Trust
Rhode Island
$363K +$402K +4,220 New
CAM
198
Columbia Asset Management
Michigan
$358K +$397K +4,160 New
BPB
199
Badgley, Phelps & Bell
Washington
$344K
PPSG
200
Princeton Portfolio Strategies Group
New Jersey
$330K

OLED Hedge Fund Activity: Q2 2018 in Review

309 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2018, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of OLED and 48 opened new positions — a net loss of 22 holders — while 79 trimmed existing stakes and 124 added.

The largest buyer was Primecap Management, adding an estimated $116M. The largest seller was Two Sigma Advisers, cutting an estimated $33.1M.

  • 309 institutional investors held Universal Display (OLED) as of Q2 2018, down from 334 in Q1 2018.
  • Funds reported $2.65B of Universal Display stock for Q2 2018, down 16% quarter-over-quarter.
  • 48 funds opened new Universal Display positions in Q2 2018 and 70 closed out, a net change of -22 holders.
  • The largest Universal Display buyer in Q2 2018 was Primecap Management, an estimated $116M added.
  • The largest Universal Display seller in Q2 2018 was Two Sigma Advisers, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2018.