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Universal Display
OLED

135 hedge funds and large institutions have $1.11B invested in Universal Display in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

8% more funds holding

Funds holding: 125 → 135 (+10)

7% more capital invested

Capital invested by funds: $1.04B → $1.11B (+$69.1M)

11% less call options, than puts

Call options by funds: $46.4M | Put options by funds: $51.9M

31% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
36
Reduced
52
Closed
16
Calls
$46.4M
Puts
$51.9M
Net Calls
-$5.45M
Net Calls Change
-$3.36M

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$24M
2
IG
ING Group
Netherlands
+$21.3M
3
WRF
Waddell & Reed Financial
Kansas
+$16.5M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$8.39M
5
Morgan Stanley
Morgan Stanley
New York
+$7.83M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.8M
2
CCI
Columbus Circle Investors
-$17.9M
3
SPC
Standard Pacific Capital
California
-$17.5M
4
DnB Asset Management
DnB Asset Management
Norway
-$11.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$297K – – –
CNB
102
City National Bank
California
$288K – – –
GAM
103
Griffin Asset Management
New York
$275K -$267K -8,000 -50%
CWM
104
Concert Wealth Management
California
$263K – – –
FMT
105
First Mercantile Trust
Tennessee
$258K -$423K -12,700 -63%
SG Americas Securities
106
SG Americas Securities
New York
$258K -$390K -11,700 -61%
DC
107
Deere & Company
Illinois
$246K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$235K +$6.66K +200 +3%
Prudential Financial
109
Prudential Financial
New Jersey
$235K +$228K +6,836 New
Allianz Asset Management
110
Allianz Asset Management
Germany
$232K -$3.59M -107,832 -94%
DTL
111
Dynamic Technology Lab
Singapore
$203K +$197K +5,900 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$151K -$70.5K -2,116 -32%
Walleye Trading
113
Walleye Trading
New York
$129K +$126K +3,768 New
ST
114
Spot Trading
Illinois
$126K +$122K +3,663 New
STC
115
SEI Trust Company
Pennsylvania
$93K +$90K +2,700 New
CLOS
116
Compagnie Lombard Odier SCmA
Switzerland
$69K +$66.6K +2,000 New
Lazard Asset Management
117
Lazard Asset Management
New York
$68K +$66.6K +2,000 New
TRCT
118
Tower Research Capital (TRC)
New York
$63K -$3.33K -100 -5%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$50K -$113K -3,402 -70%
PVH
120
Psagot Value Holdings
Israel
$45K -$39.6K -1,190 -47%
M&T Bank
121
M&T Bank
New York
$45K – – –
BlackRock
122
BlackRock
New York
$44K -$1.83K -55 -4%
GT
123
Glenmede Trust
Pennsylvania
$34K -$33.3K -1,000 -50%
Creative Planning
124
Creative Planning
Kansas
$29K – – –
Dimensional Fund Advisors
125
Dimensional Fund Advisors
Texas
$27K – – –
3 4
5
6 7

OLED Hedge Fund Activity: Q4 2013 in Review

135 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2013, worth a combined $1.11B — up 6.7% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OLED positions and 16 closed out — a net gain of 11 holders — while 36 added to existing stakes and 52 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $24M. The largest seller was Fidelity Investments, exiting entirely with an estimated $32.8M sold.

  • 135 institutional investors held Universal Display (OLED) as of Q4 2013, up from 125 in Q3 2013.
  • Funds reported $1.11B of Universal Display stock for Q4 2013, up 6.7% quarter-over-quarter.
  • 27 funds opened new Universal Display positions in Q4 2013 and 16 closed out, a net change of +11 holders.
  • The largest Universal Display buyer in Q4 2013 was Systematic Financial Management, an estimated $24M added.
  • The largest Universal Display seller in Q4 2013 was Fidelity Investments, an estimated $32.8M sold.

Based on aggregated 13F filings for Q4 2013.