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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
AB
176
Amalgamated Bank
New York
$688K -$452K -4,110 -41%
Twin Tree Management
177
Twin Tree Management
Texas
$679K -$2.69M -24,508 -81%
LCM
178
Logan Capital Management
Pennsylvania
$679K
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$667K +$28.7K +261 +5%
CPIG
180
Chicago Partners Investment Group
Illinois
$666K -$31.2K -284 -4%
AA
181
ALPS Advisors
Colorado
$666K +$81K +737 +15%
CT
182
Coastline Trust
Rhode Island
$665K +$157K +1,425 +34%
NEI
183
Northwest & Ethical Investments
Ontario, Canada
$623K +$76.5K +696 +15%
SOADOR
184
State of Alaska Department of Revenue
Alaska
$614K +$15.3K +139 +3%
DBT
185
Dubuque Bank & Trust
Iowa
$608K +$550 +5 +0.1%
GC
186
Grace Capital
Massachusetts
$590K
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$589K -$395K -3,598 -42%
WMC
188
Westwood Management Corporation
Illinois
$589K
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$588K -$76.9K -700 -12%
SRC
190
Shufro Rose & Co
New York
$587K +$547K +4,975 New
William Blair & Company
191
William Blair & Company
Illinois
$575K +$110 +1 +0%
AQR Capital Management
192
AQR Capital Management
Connecticut
$552K -$239K -2,176 -32%
BNP Paribas Financial Markets
193
BNP Paribas Financial Markets
France
$547K -$7.44M -67,687 -94%
Canada Life
194
Canada Life
Manitoba, Canada
$523K
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$513K -$70.6K -642 -13%
CAM
196
Columbia Asset Management
Michigan
$508K +$15.9K +145 +3%
SW
197
SVB Wealth
Massachusetts
$507K
ProShare Advisors
198
ProShare Advisors
Maryland
$506K -$45K -409 -9%
PAG
199
Private Advisor Group
New Jersey
$480K +$447K +4,068 New
BPB
200
Badgley, Phelps & Bell
Washington
$472K

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.