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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
CNB
76
City National Bank
California
$633K +$380K +11,450 +136%
ARTA
77
A.R.T. Advisors
New York
$619K -$1.48M -44,602 -70%
BAS
78
Brown Advisory Securities
Maryland
$606K
HHC
79
Hutchin Hill Capital
New York
$558K +$581K +17,500 New
AA
80
ALPS Advisors
Colorado
$549K +$571K +17,200 New
Nomura Holdings
81
Nomura Holdings
Japan
$541K +$561K +16,897 New
Canada Life
82
Canada Life
Manitoba, Canada
$512K +$20.4K +615 +4%
ARC
83
Absolute Return Capital
Massachusetts
$509K +$530K +15,963 New
Public Employees Retirement Association of Colorado
84
Public Employees Retirement Association of Colorado
Colorado
$491K
Bank of America
85
Bank of America
North Carolina
$479K -$29.8K -897 -6%
Group One Trading
86
Group One Trading
Illinois
$458K +$147K +4,439 +45%
STC
87
SEI Trust Company
Pennsylvania
$450K +$378K +11,399 +422%
SCA
88
SAC Capital Advisors
Connecticut
$432K -$610K -18,374 -58%
Citigroup
89
Citigroup
New York
$405K -$12.2K -368 -3%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$402K
WAM
91
Wolverine Asset Management
Illinois
$392K -$425K -12,800 -51%
PP
92
PDT Partners
New York
$391K -$398K -11,992 -49%
Principal Financial Group
93
Principal Financial Group
Iowa
$356K -$3.52K -106 -0.9%
Legal & General Group
94
Legal & General Group
United Kingdom
$330K
RJA
95
Raymond James & Associates
Florida
$325K -$51K -1,535 -13%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$310K +$322K +9,710 New
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$301K +$314K +9,448 New
SCM
98
Shelton Capital Management
Colorado
$294K +$305K +9,200 New
SCM
99
Stevens Capital Management
Pennsylvania
$288K +$300K +9,036 New
HighTower Advisors
100
HighTower Advisors
Illinois
$287K +$299K +9,000 New

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.