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Universal Display

381 hedge funds and large institutions have $5.56B invested in Universal Display in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 35

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

49% more capital invested

Capital invested by funds: $3.74B → $5.56B (+$1.82B)

14% more funds holding

Funds holding: 333381 (+48)

8% more call options, than puts

Call options by funds: $300M | Put options by funds: $279M

8.36% less ownership

Funds ownership: 85.69%77.33% (-8.4%)

26% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 135

Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
8.24%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
86
Increased
100
Reduced
135
Closed
35
Calls
$300M
Puts
$279M
Net Calls
+$20.9M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
201
Dubuque Bank & Trust
Iowa
$788K
SOADOR
202
State of Alaska Department of Revenue
Alaska
$758K -$35.3K -285 -5%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$754K -$6.19K -50 -1%
Capital Fund Management (CFM)
204
Capital Fund Management (CFM)
France
$735K -$3.78M -30,590 -86%
UCFA
205
United Capital Financial Advisors
Texas
$681K +$174K +1,407 +46%
FMT
206
First Mercantile Trust
Tennessee
$676K -$186K -1,507 -25%
SXL
207
Summit X LLC
Missouri
$668K -$1.24M -10,004 -69%
William Blair & Company
208
William Blair & Company
Illinois
$648K -$71.1K -575 -12%
SC
209
Slow Capital
California
$648K +$12K +97 +2%
PIA
210
Piedmont Investment Advisors
North Carolina
$645K +$2.1K +17 +0.4%
PAG
211
Private Advisor Group
New Jersey
$638K +$66.6K +538 +15%
M&T Bank
212
M&T Bank
New York
$636K -$147K -1,189 -22%
NEI
213
Northwest & Ethical Investments
Ontario, Canada
$632K -$306K -2,476 -37%
SW
214
SVB Wealth
Massachusetts
$626K -$24.7K -200 -5%
PI
215
PEAK6 Investments
Illinois
$622K -$6.33M -51,196 -93%
Verition Fund Management
216
Verition Fund Management
Connecticut
$622K +$504K +4,070 New
CGH
217
Crossmark Global Holdings
Texas
$612K +$3.71K +30 +0.8%
BPB
218
Badgley, Phelps & Bell
Washington
$611K
WMC
219
Westwood Management Corporation
Illinois
$611K
TRCT
220
Tower Research Capital (TRC)
New York
$611K +$471K +3,805 +2,003%
GHCM
221
Glen Harbor Capital Management
California
$592K +$87.1K +704 +22%
Cambridge Investment Research Advisors
222
Cambridge Investment Research Advisors
Iowa
$577K +$28.8K +233 +7%
FA
223
FMA Advisory
Pennsylvania
$571K +$37.1K +300 +9%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$570K -$374K -3,024 -45%
VRS
225
Virginia Retirement Systems
Virginia
$550K +$445K +3,600 New

OLED Hedge Fund Activity: Q1 2019 in Review

381 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2019, worth a combined $5.56B — up 49% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new OLED positions and 35 closed out — a net gain of 51 holders — while 100 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25M. The largest seller was Wells Fargo, cutting an estimated $66.6M.

  • 381 institutional investors held Universal Display (OLED) as of Q1 2019, up from 333 in Q4 2018.
  • Funds reported $5.56B of Universal Display stock for Q1 2019, up 49% quarter-over-quarter.
  • 86 funds opened new Universal Display positions in Q1 2019 and 35 closed out, a net change of +51 holders.
  • The largest Universal Display buyer in Q1 2019 was Fidelity Investments, an estimated $25M added.
  • The largest Universal Display seller in Q1 2019 was Wells Fargo, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2019.