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Universal Display

132 hedge funds and large institutions have $1.01B invested in Universal Display in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

2% less funds holding

Funds holding: 135132 (-3)

9% less capital invested

Capital invested by funds: $1.11B → $1.01B (-$94.5M)

25% less call options, than puts

Call options by funds: $28.9M | Put options by funds: $38.6M

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
41
Reduced
43
Closed
23
Calls
$28.9M
Puts
$38.6M
Net Calls
-$9.65M
Net Calls Change
-$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$6.42M +$110K +3,315 +2%
SONJCPFA
27
State of New Jersey Common Pension Fund A
New Jersey
$6.38M
TCIM
28
TIAA CREF Investment Management
New York
$5.29M -$36.5K -1,101 -0.7%
SC
29
Sculptor Capital
New York
$5.11M +$1.17M +35,100 +28%
FTB
30
First Trust Bank
Bahamas
$4.78M
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$4.51M -$1.48M -44,666 -24%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$4.28M -$2.36M -71,003 -35%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$3.98M -$6.64K -200 -0.1%
First Trust Advisors
34
First Trust Advisors
Illinois
$3.75M +$1.67M +50,352 +75%
RSS
35
Rosenblum Silverman Sutton
California
$3.74M +$53.1K +1,600 +1%
BIM
36
BlackRock Investment Management
Delaware
$3.54M +$13.4K +405 +0.4%
Charles Schwab
37
Charles Schwab
California
$3.49M +$226K +6,816 +7%
SI
38
Shaker Investments
Ohio
$3.41M -$123K -3,700 -3%
Axa
39
Axa
France
$3.32M
PCMI
40
Princeton Capital Management Inc
New Jersey
$3.06M +$177K +5,325 +6%
Citadel Advisors
41
Citadel Advisors
Florida
$2.64M -$126K -3,797 -4%
AllianceBernstein
42
AllianceBernstein
Tennessee
$2.51M +$432 +13 +0%
GAM
43
Gotham Asset Management
New York
$2.38M +$197K +5,941 +9%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$2.34M +$13.3K +400 +0.5%
OC
45
Oppenheimer & Co
New York
$2.3M +$169K +5,091 +8%
EWM
46
Endurance Wealth Management
Rhode Island
$2.15M +$943K +28,395 +73%
Goldman Sachs
47
Goldman Sachs
New York
$2.04M +$388K +11,678 +22%
TA
48
Teachers Advisors
New York
$1.94M
BL
49
Bolton LP
Connecticut
$1.64M -$1.17M -35,100 -41%
CS
50
Credit Suisse
Switzerland
$1.56M -$1.19M -35,791 -42%

OLED Hedge Fund Activity: Q1 2014 in Review

132 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2014, worth a combined $1.01B — down 8.5% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of OLED and 21 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Peconic Partners, exiting entirely with an estimated $7.43M sold.

  • 132 institutional investors held Universal Display (OLED) as of Q1 2014, down from 135 in Q4 2013.
  • Funds reported $1.01B of Universal Display stock for Q1 2014, down 8.5% quarter-over-quarter.
  • 21 funds opened new Universal Display positions in Q1 2014 and 23 closed out, a net change of -2 holders.
  • The largest Universal Display buyer in Q1 2014 was Morgan Stanley, an estimated $14.2M added.
  • The largest Universal Display seller in Q1 2014 was Peconic Partners, an estimated $7.43M sold.

Based on aggregated 13F filings for Q1 2014.