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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
AA
201
ALPS Advisors
Colorado
$436K +$63K +419 +11%
SW
202
SVB Wealth
Massachusetts
$429K +$15K +100 +2%
ARTA
203
A.R.T. Advisors
New York
$424K +$631K +4,200 New
DAM
204
Doheny Asset Management
California
$422K +$628K +4,175 New
FIM
205
Freedom Investment Management
Connecticut
$419K -$21.6K -144 -3%
BPB
206
Badgley, Phelps & Bell
Washington
$404K
CAMG
207
CWA Asset Management Group
Florida
$404K +$150K +1,000 +33%
TMC
208
Trellus Management Company
Florida
$404K +$601K +4,000 New
JMPWA
209
JP Morgan Private Wealth Advisors
California
$393K -$171K -1,136 -23%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$392K -$190K -1,266 -25%
Federated Hermes
211
Federated Hermes
Pennsylvania
$391K -$10.6M -70,782 -95%
XS
212
XML Securities
Maryland
$391K -$58.2K -387 -9%
Treasurer of the State of North Carolina
213
Treasurer of the State of North Carolina
North Carolina
$391K +$582K +3,871 New
PPSG
214
Princeton Portfolio Strategies Group
New Jersey
$388K -$338K -2,246 -37%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$386K +$110K +730 +24%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$377K -$34.7K -231 -6%
Man Group
217
Man Group
United Kingdom
$377K +$562K +3,738 New
BAM
218
Belpointe Asset Management
Nevada
$372K -$61.5K -409 -10%
SG
219
Strid Group
Pennsylvania
$360K
AAIM
220
American Assets Investment Management
California
$354K +$526K +3,500 New
CAM
221
Cypress Asset Management
Texas
$347K +$517K +3,440 New
HCM
222
Highbridge Capital Management
New York
$330K -$174K -1,160 -26%
CA
223
Calton & Associates
Florida
$323K +$252K +1,675 +110%
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$314K +$150 +1 +0%
CA
225
Cambridge Advisors
Nebraska
$307K +$90.2K +600 +25%

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.