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Universal Display
OLED

Overview Fund Activity

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
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
0.08%
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
$77.2M
2
Wells Fargo
Wells Fargo
California
$68.8M
3
NCA
Newbrook Capital Advisors
New York
$14.3M
4
Millennium Management
Millennium Management
New York
$13.8M
5
FCM
Frontier Capital Management
Massachusetts
$103M

Top Sellers

1
EIP
Epoch Investment Partners
New York
$210M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
TD Asset Management
TD Asset Management
Ontario, Canada
$41.4M
4
CCI
Columbus Circle Investors
$35.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
BTR Capital Management
California
$475K – – –
Creative Planning
127
Creative Planning
Kansas
$475K +$16.9K +300 +4%
AG
128
Aperio Group
California
$466K -$92K -1,636 -16%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$460K +$156K +2,764 +51%
Capital Fund Management (CFM)
130
Capital Fund Management (CFM)
France
$457K -$5.89M -104,615 -93%
SCM
131
Shelton Capital Management
Colorado
$450K -$141K -2,500 -24%
M&T Bank
132
M&T Bank
New York
$430K +$33.8K +600 +9%
AA
133
ALPS Advisors
Colorado
$405K +$3.83K +68 +1%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$402K +$402K +7,147 New
CHAM
135
Clear Harbor Asset Management
Connecticut
$401K – – –
ProShare Advisors
136
ProShare Advisors
Maryland
$388K +$146K +2,600 +61%
GT
137
Glenmede Trust
Pennsylvania
$374K +$2.81K +50 +0.8%
DZ Bank
138
DZ Bank
Germany
$372K +$372K +6,610 New
WSFS
139
Wilmington Savings Fund Society
Delaware
$355K -$50.7K -900 -13%
KFA
140
Kelleher Financial Advisors
New York
$350K – – –
NEI
141
Northwest & Ethical Investments
Ontario, Canada
$345K +$80.1K +1,422 +30%
1CM
142
1492 Capital Management
Wisconsin
$338K -$13.7K -244 -4%
Principal Financial Group
143
Principal Financial Group
Iowa
$330K -$203K -3,604 -38%
PMG
144
ProVise Management Group
Florida
$325K -$29.1K -517 -8%
CCM
145
Condor Capital Management
New Jersey
$311K – – –
JPMPWA
146
J.P. Morgan Private Wealth Advisors
California
$295K +$18.1K +321 +7%
DSC
147
Duncker Streett & Co
Missouri
$293K +$293K +5,200 New
AB
148
Amalgamated Bank
New York
$287K +$39.8K +706 +16%
GA
149
Geneva Advisors
Illinois
$279K +$845 +15 +0.3%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$277K +$237K +4,338 +601%
4 5
6
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