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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
Primecap Management
1
Primecap Management
California
$441M +$165M +1,636,616 +53%
Vanguard Group
2
Vanguard Group
Pennsylvania
$364M +$19.3M +191,458 +5%
BlackRock
3
BlackRock
New York
$351M +$197M +1,954,515 +109%
WRF
4
Waddell & Reed Financial
Kansas
$261M +$39.2M +388,355 +16%
EIP
5
Epoch Investment Partners
New York
$206M -$94.8M -939,533 -30%
UBS AM
6
UBS AM
Illinois
$160M +$7.15M +70,842 +4%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$125M -$36.4M -360,255 -21%
State Street
8
State Street
Massachusetts
$99.7M +$45.7M +453,156 +74%
FCM
9
Frontier Capital Management
Massachusetts
$77.3M -$14.9M -147,188 -15%
AllianceBernstein
10
AllianceBernstein
Tennessee
$74.5M +$15.6M +154,291 +24%
JP Morgan Chase
11
JP Morgan Chase
New York
$72.7M -$24.9M -246,559 -24%
Goldman Sachs
12
Goldman Sachs
New York
$67M +$40.6M +401,947 +128%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$65M +$16.2M +160,741 +30%
Wells Fargo
14
Wells Fargo
California
$62.2M -$5.02M -49,762 -7%
Jennison Associates
15
Jennison Associates
New York
$53.1M -$6.09M -60,386 -10%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$48.3M +$67.4K +668 +0.1%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$47M +$50M +495,419 +7,741%
Fidelity International
18
Fidelity International
Bermuda
$43.2M +$24.4M +241,940 +110%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$42.7M +$29.5M +292,382 +179%
Norges Bank
20
Norges Bank
Norway
$40.6M +$7.54M +74,734 +21%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$40.4M +$3.26M +32,314 +8%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$40.1M -$611K -6,051 -1%
Ameriprise
23
Ameriprise
Minnesota
$38.8M +$3.19M +31,574 +8%
Invesco
24
Invesco
Georgia
$35.4M +$26.9M +266,425 +239%
GAM
25
Griffin Asset Management
New York
$35.4M +$4.11M +40,699 +12%

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.