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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
BPB
201
Badgley, Phelps & Bell
Washington
$374K
CGH
202
Crossmark Global Holdings
Texas
$372K +$401K +3,973 New
JMPWA
203
JP Morgan Private Wealth Advisors
California
$358K +$30.8K +305 +9%
TCM
204
Teza Capital Management
Illinois
$354K +$126K +1,249 +49%
LCM
205
Logan Capital Management
Pennsylvania
$352K -$202K -2,000 -35%
PAG
206
Private Advisor Group
New Jersey
$345K -$39K -386 -9%
CPIG
207
Chicago Partners Investment Group
Illinois
$334K -$303K -3,001 -46%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$331K -$81.6K -809 -19%
AAIM
209
American Assets Investment Management
California
$327K
SG
210
Strid Group
Pennsylvania
$327K
FA
211
FMA Advisory
Pennsylvania
$321K +$141K +1,401 +69%
PPSG
212
Princeton Portfolio Strategies Group
New Jersey
$313K -$63.1K -625 -16%
SG
213
StoneX Group
New York
$301K +$1.11K +11 +0.3%
GHCM
214
Glen Harbor Capital Management
California
$296K +$320K +3,168 New
CBT
215
Capital Bank & Trust
California
$295K +$318K +3,150 New
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$294K
CAM
217
Cypress Asset Management
Texas
$290K -$42.3K -419 -12%
UCFA
218
United Capital Financial Advisors
Texas
$285K +$11.7K +116 +4%
EM
219
ELCO Management
New York
$281K
PFS
220
Prospera Financial Services
Texas
$271K +$292K +2,895 New
CA
221
Cambridge Advisors
Nebraska
$270K -$15.1K -150 -5%
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$259K
Squarepoint
223
Squarepoint
New York
$256K +$276K +2,739 New
ZDA
224
Zweig-DiMenna Associates
New York
$255K -$6.47M -64,143 -96%
CT
225
Clearstead Trust
Maine
$255K +$19.7K +195 +8%

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.