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Universal Display
OLED

203 hedge funds and large institutions have $1.88B invested in Universal Display in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.05% more ownership

Funds ownership: 0% → 71.05% (+71%)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

23% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 64

4% more capital invested

Capital invested by funds: $1.8B → $1.88B (+$75.8M)

5% less funds holding

Funds holding: 213 → 203 (-10)

13% less call options, than puts

Call options by funds: $52.7M | Put options by funds: $60.3M

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
203
Holders Change
-10
Holders Change %
-4.69%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
79
Reduced
64
Closed
39
Calls
$52.7M
Puts
$60.3M
Net Calls
-$7.59M
Net Calls Change
-$4.1M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.4M
2
Wells Fargo
Wells Fargo
California
+$15M
3
NCA
Newbrook Capital Advisors
New York
+$14M
4
Millennium Management
Millennium Management
New York
+$13.5M
5
FCM
Frontier Capital Management
Massachusetts
+$10.4M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$18.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$16.7M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$15M
4
CCI
Columbus Circle Investors
-$14.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
UONDDL
51
University of Notre Dame du Lac
Indiana
$4.43M +$2.36M +42,976 +120%
Axa
52
Axa
France
$4.35M -$1.21M -22,000 -22%
MC
53
Muhlenkamp & Co
Pennsylvania
$4.24M -$5.5K -100 -0.1%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$4.22M -$918K -16,700 -18%
UBS Group
55
UBS Group
Switzerland
$4.03M +$1.52M +27,689 +63%
Swiss National Bank
56
Swiss National Bank
Switzerland
$3.91M +$66K +1,200 +2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.84M -$8.52K -155 -0.2%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$3.55M +$495K +9,000 +17%
OC
59
Oppenheimer & Co
New York
$3.54M +$121K +2,199 +4%
Goldman Sachs
60
Goldman Sachs
New York
$3.52M -$10.1M -183,558 -75%
AII
61
AGF Investments Inc
Ontario, Canada
$3.35M – – –
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$3.11M +$3.04M +55,200 New
Bank of America
63
Bank of America
North Carolina
$3.08M +$938K +17,054 +45%
FA
64
Friess Associates
Delaware
$3.01M +$2.94M +53,500 New
DL
65
Delta Lloyd
Netherlands
$2.98M – – –
BFS
66
Bradley Foster & Sargent
Connecticut
$2.98M -$527K -9,580 -15%
ECP
67
Electron Capital Partners
New York
$2.93M +$2.86M +52,062 New
Macquarie Group
68
Macquarie Group
Australia
$2.92M – – –
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$2.9M +$128K +2,325 +5%
LAM
70
Lebenthal Asset Management
New York
$2.68M +$5.5K +100 +0.2%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$2.52M +$1.05M +19,016 +74%
CMG
72
Cavalry Management Group
California
$2.52M -$2.42M -44,047 -50%
CS
73
Credit Suisse
Switzerland
$2.49M -$264K -4,809 -10%
PG
74
PEAK6 Group
Illinois
$2.45M +$892K +16,222 +59%
Wolverine Trading
75
Wolverine Trading
Illinois
$2.43M +$737K +13,401 +45%
1 2
3
4 5

OLED Hedge Fund Activity: Q4 2016 in Review

203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2016, worth a combined $1.88B — up 4.2% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of OLED and 33 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 79 added.

The largest buyer was Bank of New York Mellon, adding an estimated $21.4M. The largest seller was Epoch Investment Partners, cutting an estimated $18.1M.

  • 203 institutional investors held Universal Display (OLED) as of Q4 2016, down from 213 in Q3 2016.
  • Funds reported $1.88B of Universal Display stock for Q4 2016, up 4.2% quarter-over-quarter.
  • 33 funds opened new Universal Display positions in Q4 2016 and 39 closed out, a net change of -6 holders.
  • The largest Universal Display buyer in Q4 2016 was Bank of New York Mellon, an estimated $21.4M added.
  • The largest Universal Display seller in Q4 2016 was Epoch Investment Partners, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2016.