Universal Display
OLED
125 hedge funds and large institutions have $1.04B invested in Universal Display in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 17 closing their positions.
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
12% more capital invested
Capital invested by funds: $927M → $1.04B (+$110M)
2% more funds holding
Funds holding: 122 → 125 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 45
5% less call options, than puts
Call options by funds: $40.6M | Put options by funds: $42.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$26.9M |
| 2 |
CCI
Columbus Circle Investors
|
+$17.8M |
| 3 |
Morgan Stanley
New York
|
+$8.88M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$7.95M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.1M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$17.1M |
| 4 |
GH
GAM Holding
Zurich,
Switzerland
|
-$5.88M |
| 5 |
D.E. Shaw & Co
New York
|
-$5.48M |
OLED Hedge Fund Activity: Q3 2013 in Review
125 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2013, worth a combined $1.04B — up 12% from $927M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new OLED positions and 17 closed out — a net gain of 4 holders — while 44 added to existing stakes and 45 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $26.9M. The largest seller was Fidelity Investments, cutting an estimated $46.9M.
- 125 institutional investors held Universal Display (OLED) as of Q3 2013, up from 122 in Q2 2013.
- Funds reported $1.04B of Universal Display stock for Q3 2013, up 12% quarter-over-quarter.
- 21 funds opened new Universal Display positions in Q3 2013 and 17 closed out, a net change of +4 holders.
- The largest Universal Display buyer in Q3 2013 was Waddell & Reed Financial, an estimated $26.9M added.
- The largest Universal Display seller in Q3 2013 was Fidelity Investments, an estimated $46.9M sold.
Based on aggregated 13F filings for Q3 2013.