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Universal Display

166 hedge funds and large institutions have $1.52B invested in Universal Display in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

16% more funds holding

Funds holding: 143166 (+23)

7% more call options, than puts

Call options by funds: $46.6M | Put options by funds: $43.5M

1% more capital invested

Capital invested by funds: $1.51B → $1.52B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

29% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 63

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
4.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
45
Reduced
63
Closed
15
Calls
$46.6M
Puts
$43.5M
Net Calls
+$3.08M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$9.4M +$8.81M +174,624 +2,458%
TCIM
27
TIAA CREF Investment Management
New York
$8.97M +$1.13M +22,452 +15%
Lazard Asset Management
28
Lazard Asset Management
New York
$8.13M -$4.98M -98,670 -39%
EWM
29
Endurance Wealth Management
Rhode Island
$8.1M -$16.4K -325 -0.2%
NCGI
30
Next Century Growth Investors
Minnesota
$7.75M +$7.56M +149,874 New
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$7.17M +$423K +8,388 +6%
BIM
32
BlackRock Investment Management
Delaware
$7.04M +$1.23M +24,300 +22%
CCS
33
Crosspoint Capital Strategies
California
$6.54M +$6.38M +126,433 New
Charles Schwab
34
Charles Schwab
California
$6.07M +$36.8K +730 +0.6%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$5.54M -$288K -5,718 -5%
Invesco
36
Invesco
Georgia
$5.54M -$157K -3,104 -3%
AII
37
AGF Investments Inc
Ontario, Canada
$4.59M -$1.17M -23,194 -21%
PCMI
38
Princeton Capital Management Inc
New Jersey
$4.46M -$153K -3,040 -3%
LH
39
Lebenthal Holdings
New York
$4.16M +$2.14M +42,362 +102%
NFA
40
Nationwide Fund Advisors
Ohio
$3.93M -$551K -10,933 -13%
AllianceBernstein
41
AllianceBernstein
Tennessee
$3.84M +$55.5K +1,100 +2%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3.8M -$39.8K -790 -1%
ARTA
43
A.R.T. Advisors
New York
$3.75M +$3.66M +72,516 New
OC
44
Oppenheimer & Co
New York
$3.33M -$443K -8,776 -12%
Wells Fargo
45
Wells Fargo
California
$3.32M -$14.4M -286,004 -82%
CS
46
Credit Suisse
Switzerland
$3.31M +$797K +15,810 +33%
EI
47
EAM Investors
California
$2.99M -$990K -19,620 -25%
PP
48
PDT Partners
New York
$2.67M +$2.61M +51,656 New
First Trust Advisors
49
First Trust Advisors
Illinois
$2.64M -$21.8K -433 -0.8%
RIL
50
Rothschild Investment LLC
Illinois
$2.58M -$1.13M -22,310 -31%

OLED Hedge Fund Activity: Q2 2015 in Review

166 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2015, worth a combined $1.52B — up 0.83% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OLED positions and 15 closed out — a net gain of 23 holders — while 45 added to existing stakes and 63 trimmed.

The largest buyer was Columbus Circle Investors, adding an estimated $17.9M. The largest seller was Discovery Capital Management, cutting an estimated $90.6M.

  • 166 institutional investors held Universal Display (OLED) as of Q2 2015, up from 143 in Q1 2015.
  • Funds reported $1.52B of Universal Display stock for Q2 2015, up 0.83% quarter-over-quarter.
  • 38 funds opened new Universal Display positions in Q2 2015 and 15 closed out, a net change of +23 holders.
  • The largest Universal Display buyer in Q2 2015 was Columbus Circle Investors, an estimated $17.9M added.
  • The largest Universal Display seller in Q2 2015 was Discovery Capital Management, an estimated $90.6M sold.

Based on aggregated 13F filings for Q2 2015.