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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$436M +$9.54M +86,819 +2%
EIP
2
Epoch Investment Partners
New York
$371M -$40.9M -372,207 -11%
Primecap Management
3
Primecap Management
California
$363M +$134M +1,218,253 +66%
WRF
4
Waddell & Reed Financial
Kansas
$284M +$21.7K +197 +0%
BlackRock
5
BlackRock
New York
$212M +$1.46M +13,294 +0.7%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$200M +$7.9M +71,847 +4%
UBS AM
7
UBS AM
Illinois
$193M +$13.7M +124,676 +8%
JP Morgan Chase
8
JP Morgan Chase
New York
$121M +$25.3M +230,534 +29%
FCM
9
Frontier Capital Management
Massachusetts
$115M +$30.6M +278,416 +40%
Wells Fargo
10
Wells Fargo
California
$84.3M +$1.25M +11,332 +2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$75.7M +$68M +618,572 +2,596%
Jennison Associates
12
Jennison Associates
New York
$74M +$3.02M +27,431 +5%
State Street
13
State Street
Massachusetts
$72.2M -$1.97M -17,906 -3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$63M +$58.7M +533,925 New
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$60.7M +$7.27M +66,109 +15%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$52.3M -$7.32M -66,603 -13%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$51.2M -$27.3M -247,936 -36%
Millennium Management
18
Millennium Management
New York
$50.4M -$34.4M -312,640 -42%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$47.1M +$1.29M +11,729 +3%
AAMU
20
AEGON Asset Management (UK)
United Kingdom
$46.3M +$43.1M +392,511 New
Ameriprise
21
Ameriprise
Minnesota
$45.3M +$3.31M +30,150 +9%
Norges Bank
22
Norges Bank
Norway
$42.3M -$2.73M -24,834 -6%
GAM
23
Griffin Asset Management
New York
$39.8M +$30.9M +280,967 +500%
Goldman Sachs
24
Goldman Sachs
New York
$37M -$52.8M -480,231 -60%
DekaBank Deutsche Girozentrale
25
DekaBank Deutsche Girozentrale
Germany
$34.3M +$8.78M +79,900 +40%

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.