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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
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$573K +$57.7K +572 +10%
FMT
177
First Mercantile Trust
Tennessee
$555K -$7.77K -77 -1%
CT
178
Coastline Trust
Rhode Island
$528K
SG Americas Securities
179
SG Americas Securities
New York
$527K -$2.16M -21,425 -79%
FCM
180
Flinton Capital Management
Pennsylvania
$519K +$559K +5,544 New
BC
181
Brinker Capital
Pennsylvania
$516K -$57.5K -570 -9%
CAMG
182
CWA Asset Management Group
Florida
$516K +$222K +2,204 +67%
M&T Bank
183
M&T Bank
New York
$499K +$185K +1,831 +52%
SOADOR
184
State of Alaska Department of Revenue
Alaska
$490K +$3.83K +38 +0.7%
SAM
185
Securian Asset Management
Minnesota
$487K +$525K +5,200 New
DBT
186
Dubuque Bank & Trust
Iowa
$482K
GC
187
Guggenheim Capital
Illinois
$469K -$241K -2,389 -32%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$466K
RCM
189
Riverhead Capital Management
Delaware
$458K +$494K +4,900 New
William Blair & Company
190
William Blair & Company
Illinois
$450K -$6.76K -67 -1%
Parallax Volatility Advisers
191
Parallax Volatility Advisers
California
$445K -$501K -4,966 -51%
PA
192
Profund Advisors
Maryland
$420K +$151K +1,500 +50%
TAM
193
Tyers Asset Management
Texas
$408K +$440K +4,356 New
SW
194
SVB Wealth
Massachusetts
$402K
PIA
195
Piedmont Investment Advisors
North Carolina
$393K +$113K +1,124 +37%
IC
196
InterOcean Capital
Illinois
$390K +$421K +4,170 New
PCM
197
Penserra Capital Management
California
$389K +$95.1K +942 +29%
SC
198
Slow Capital
California
$388K +$165K +1,634 +65%
KeyBank National Association
199
KeyBank National Association
Ohio
$383K -$270K -2,673 -40%
WMC
200
Westwood Management Corporation
Illinois
$374K -$101K -1,000 -20%

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.