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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
PPSG
201
Princeton Portfolio Strategies Group
New Jersey
$468K +$14.3K +130 +3%
Brown Advisory
202
Brown Advisory
Maryland
$432K -$7.14K -65 -2%
Simplex Trading
203
Simplex Trading
Illinois
$429K -$3.1M -28,235 -89%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$416K -$1.08M -9,825 -74%
CAM
205
Cypress Asset Management
Texas
$415K +$550 +5 +0.1%
PP
206
Paloma Partners
Connecticut
$415K +$387K +3,521 New
M&T Bank
207
M&T Bank
New York
$414K -$3.56M -32,367 -90%
SG
208
Strid Group
Pennsylvania
$413K
AAIM
209
American Assets Investment Management
California
$410K
PCM
210
Parsons Capital Management
Rhode Island
$404K
CAMG
211
CWA Asset Management Group
Florida
$390K +$363K +3,306 New
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$387K -$7.14K -65 -2%
PCM
213
Penserra Capital Management
California
$379K +$50K +455 +16%
SG
214
StoneX Group
New York
$378K -$42.9K -390 -11%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$370K
PIA
216
Piedmont Investment Advisors
North Carolina
$363K +$338K +3,078 New
BAM
217
Belpointe Asset Management
Nevada
$360K -$46.1K -419 -12%
CA
218
Cambridge Advisors
Nebraska
$358K
DII
219
Domini Impact Investments
New York
$355K
EM
220
ELCO Management
New York
$354K
QOP
221
Quinn Opportunity Partners
Virginia
$354K
PA
222
Profund Advisors
Maryland
$352K -$646K -5,879 -66%
Group One Trading
223
Group One Trading
Illinois
$349K -$783K -7,125 -71%
UCFA
224
United Capital Financial Advisors
Texas
$346K +$22.8K +207 +8%
Toronto Dominion Bank
225
Toronto Dominion Bank
Ontario, Canada
$326K

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.