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Universal Display

309 hedge funds and large institutions have $2.65B invested in Universal Display in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 79 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 79

7.32% more ownership

Funds ownership: 66.16%73.48% (+7.3%)

7% less funds holding

Funds holding: 334309 (-25)

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$492M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less call options, than puts

Call options by funds: $190M | Put options by funds: $245M

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

Holders
309
Holders Change
-25
Holders Change %
-7.49%
% of All Funds
7.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
48
Increased
124
Reduced
79
Closed
70
Calls
$190M
Puts
$245M
Net Calls
-$55.4M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$311M +$11.7M +122,403 +4%
WRF
2
Waddell & Reed Financial
Kansas
$207M
Primecap Management
3
Primecap Management
California
$160M +$116M +1,214,475 +189%
BlackRock
4
BlackRock
New York
$154M -$19M -198,820 -10%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$140M +$89.4M +937,119 +136%
UBS AM
6
UBS AM
Illinois
$130M +$59.2M +621,038 +69%
Goldman Sachs
7
Goldman Sachs
New York
$68.3M +$24M +251,897 +46%
JP Morgan Chase
8
JP Morgan Chase
New York
$68.2M +$24.2M +254,057 +47%
Millennium Management
9
Millennium Management
New York
$63.7M +$58.4M +612,476 +480%
Wells Fargo
10
Wells Fargo
California
$60.5M +$4.96M +52,030 +8%
FCM
11
Frontier Capital Management
Massachusetts
$59.7M +$10.4M +109,468 +19%
TD Asset Management
12
TD Asset Management
Ontario, Canada
$58.7M -$14.1M -147,757 -18%
State Street
13
State Street
Massachusetts
$54.2M +$9.75M +102,280 +19%
Jennison Associates
14
Jennison Associates
New York
$51.6M +$13.5M +141,410 +31%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$43.9M -$9.47M -99,330 -16%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$38.6M +$10.3M +107,605 +32%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$33.4M +$1.81M +18,933 +5%
Morgan Stanley
18
Morgan Stanley
New York
$33.3M +$1.15M +12,092 +3%
Norges Bank
19
Norges Bank
Norway
$33M +$7.3M +76,586 +25%
Fidelity International
20
Fidelity International
Bermuda
$32.5M +$36.1M +378,064 New
Ameriprise
21
Ameriprise
Minnesota
$30.4M +$14.9M +156,187 +79%
Citadel Advisors
22
Citadel Advisors
Florida
$26.6M -$12.1M -127,041 -29%
TCM
23
TimesSquare Capital Management
New York
$24.5M -$1.47M -15,400 -5%
AC
24
Avenir Corporation
Virginia
$22.7M -$236K -2,480 -0.9%
TA
25
Teachers Advisors
New York
$21.9M +$1.66M +17,418 +7%

OLED Hedge Fund Activity: Q2 2018 in Review

309 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2018, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of OLED and 48 opened new positions — a net loss of 22 holders — while 79 trimmed existing stakes and 124 added.

The largest buyer was Primecap Management, adding an estimated $116M. The largest seller was Two Sigma Advisers, cutting an estimated $33.1M.

  • 309 institutional investors held Universal Display (OLED) as of Q2 2018, down from 334 in Q1 2018.
  • Funds reported $2.65B of Universal Display stock for Q2 2018, down 16% quarter-over-quarter.
  • 48 funds opened new Universal Display positions in Q2 2018 and 70 closed out, a net change of -22 holders.
  • The largest Universal Display buyer in Q2 2018 was Primecap Management, an estimated $116M added.
  • The largest Universal Display seller in Q2 2018 was Two Sigma Advisers, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2018.