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Universal Display

143 hedge funds and large institutions have $1.51B invested in Universal Display in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $876M → $1.51B (+$635M)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

7% more funds holding

Funds holding: 134143 (+9)

11% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 46

18% less call options, than puts

Call options by funds: $48M | Put options by funds: $58.9M

Holders
143
Holders Change
+9
Holders Change %
+6.72%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
41
Reduced
46
Closed
26
Calls
$48M
Puts
$58.9M
Net Calls
-$10.9M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Muhlenkamp & Co
Pennsylvania
$9.92M +$22.3K +630 +0.3%
TA
27
Teachers Advisors
New York
$9.87M -$3.1M -87,278 -29%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$8.88M
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$8.11M -$4.27M -120,456 -41%
EWM
30
Endurance Wealth Management
Rhode Island
$7.34M +$496K +13,995 +10%
TCIM
31
TIAA CREF Investment Management
New York
$7.06M -$96.7K -2,726 -2%
Charles Schwab
32
Charles Schwab
California
$5.45M +$341K +9,612 +9%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$5.28M +$35.4K +997 +0.9%
AII
34
AGF Investments Inc
Ontario, Canada
$5.24M -$1.84M -51,800 -32%
BIM
35
BlackRock Investment Management
Delaware
$5.23M +$52.7K +1,486 +1%
Invesco
36
Invesco
Georgia
$5.15M -$1.96M -55,206 -33%
PCMI
37
Princeton Capital Management Inc
New Jersey
$4.17M -$97.7K -2,755 -3%
NFA
38
Nationwide Fund Advisors
Ohio
$4.06M +$1.99M +56,107 +182%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$4.05M
EI
40
EAM Investors
California
$3.62M +$2.75M +77,486 New
FA
41
Friess Associates
Delaware
$3.61M +$2.74M +77,180 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3.47M -$31.9K -900 -1%
LCS
43
Levin Capital Strategies
New York
$3.45M -$5.17M -145,811 -66%
OC
44
Oppenheimer & Co
New York
$3.42M -$71.3K -2,010 -3%
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.42M
MCM
46
Mazama Capital Management
Oregon
$3.41M -$2.12M -59,813 -45%
RIL
47
Rothschild Investment LLC
Illinois
$3.37M +$182K +5,125 +8%
Ameriprise
48
Ameriprise
Minnesota
$2.97M +$432K +12,195 +24%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$2.9M -$20.2M -569,400 -90%
DL
50
Delta Lloyd
Netherlands
$2.67M

OLED Hedge Fund Activity: Q1 2015 in Review

143 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2015, worth a combined $1.51B — up 73% from $876M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OLED positions and 26 closed out — a net gain of 11 holders — while 41 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $50.1M. The largest seller was ING Group, cutting an estimated $34.1M.

  • 143 institutional investors held Universal Display (OLED) as of Q1 2015, up from 134 in Q4 2014.
  • Funds reported $1.51B of Universal Display stock for Q1 2015, up 73% quarter-over-quarter.
  • 37 funds opened new Universal Display positions in Q1 2015 and 26 closed out, a net change of +11 holders.
  • The largest Universal Display buyer in Q1 2015 was Bank of New York Mellon, an estimated $50.1M added.
  • The largest Universal Display seller in Q1 2015 was ING Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2015.