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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$17.9K -$351K -10,548 -95%
FNBT
127
FineMark National Bank & Trust
Florida
$17K +$16.7K +500 New
MWP
128
MYCIO Wealth Partners
Pennsylvania
$15K – – –
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$14K -$6.66K -200 -33%
WA
130
Waverly Advisors
Alabama
$12K +$11.7K +350 New
Credit Agricole
131
Credit Agricole
France
$8K – – –
SFSIG
132
San Francisco Sentry Investment Group
California
$7K – – –
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$5K – – –
TCM
134
Tradewinds Capital Management
Washington
$2K +$1.67K +50 New
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.05K -$15.4K -463 -1%
Fidelity Investments
136
Fidelity Investments
Massachusetts
– -$32.8M -1,024,853 Closed
CCI
137
Columbus Circle Investors
– -$17.9M -557,642 Closed
SPC
138
Standard Pacific Capital
California
– -$17.5M -546,084 Closed
Wellington Management Group
139
Wellington Management Group
Massachusetts
– -$3.55M -110,890 Closed
DL
140
Delta Lloyd
Netherlands
– -$1.81M -56,400 Closed
GH
141
GAM Holding
Switzerland
– -$1.6M -50,000 Closed
EMG
142
Ellington Management Group
Connecticut
– -$1.5M -47,000 Closed
ProShare Advisors
143
ProShare Advisors
Maryland
– -$824K -25,720 Closed
JP Morgan Chase
144
JP Morgan Chase
New York
– -$360K -11,232 Closed
Comerica Bank
145
Comerica Bank
Texas
– -$315K -9,838 Closed
RFC
146
Russell Frank Company
Washington
– -$242K -7,547 Closed
Nomura Holdings
147
Nomura Holdings
Japan
– -$206K -6,449 Closed
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
– -$23.3K -698 Closed
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
– -$16K -500 Closed
BJ
150
BlackRock Japan
Japan
– -$11K -359 Closed
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.