Universal Display
OLED
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.
71.05% more ownership
Funds ownership: 0% → 71.05% (+71%)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 64
4% more capital invested
Capital invested by funds: $1.8B → $1.88B (+$75.8M)
5% less funds holding
Funds holding: 213 → 203 (-10)
13% less call options, than puts
Call options by funds: $52.7M | Put options by funds: $60.3M
15% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$21.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$15M |
| 3 |
NCA
Newbrook Capital Advisors
New York
|
+$14M |
| 4 |
Millennium Management
New York
|
+$13.5M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$18.1M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$16.7M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$15M |
| 4 |
CCI
Columbus Circle Investors
|
-$14.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.5M |
OLED Hedge Fund Activity: Q4 2016 in Review
203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2016, worth a combined $1.88B — up 4.2% from $1.8B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of OLED and 33 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 79 added.
The largest buyer was Bank of New York Mellon, adding an estimated $21.4M. The largest seller was Epoch Investment Partners, cutting an estimated $18.1M.
- 203 institutional investors held Universal Display (OLED) as of Q4 2016, down from 213 in Q3 2016.
- Funds reported $1.88B of Universal Display stock for Q4 2016, up 4.2% quarter-over-quarter.
- 33 funds opened new Universal Display positions in Q4 2016 and 39 closed out, a net change of -6 holders.
- The largest Universal Display buyer in Q4 2016 was Bank of New York Mellon, an estimated $21.4M added.
- The largest Universal Display seller in Q4 2016 was Epoch Investment Partners, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2016.