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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
AQR Capital Management
101
AQR Capital Management
Connecticut
$276K
KFA
102
Kelleher Financial Advisors
New York
$272K -$14.1K -425 -5%
GAM
103
Griffin Asset Management
New York
$255K
EMG
104
Ellington Management Group
Connecticut
$223K +$232K +7,000 New
Allianz Asset Management
105
Allianz Asset Management
Germany
$216K
FMT
106
First Mercantile Trust
Tennessee
$207K -$33.2K -1,000 -13%
PPA
107
Parametric Portfolio Associates
Washington
$202K +$210K +6,329 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$184K -$35.5K -1,070 -16%
MCM
109
Mazama Capital Management
Oregon
$166K -$1.7M -51,082 -91%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$155K +$15.1K +456 +10%
PCM
111
Prelude Capital Management
New York
$131K +$136K +4,100 New
GT
112
Glenmede Trust
Pennsylvania
$89K +$59.8K +1,800 +180%
CLOS
113
Compagnie Lombard Odier SCmA
Switzerland
$64K
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$47K -$266 -8 -0.5%
PVH
115
Psagot Value Holdings
Israel
$44K +$1.53K +46 +3%
BlackRock
116
BlackRock
New York
$41K
M&T Bank
117
M&T Bank
New York
$41K
Creative Planning
118
Creative Planning
Kansas
$26K
ST
119
Spot Trading
Illinois
$21K -$99.6K -3,000 -82%
GXMC
120
Global X Management Company
New York
$21K +$21.9K +660 New
ST
121
SpiderRock Trading
Illinois
$19K
FNBT
122
FineMark National Bank & Trust
Florida
$16K
MWP
123
MYCIO Wealth Partners
Pennsylvania
$14K
TRCT
124
Tower Research Capital (TRC)
New York
$13K -$47.3K -1,424 -78%
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$13K

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.