We are live on ! Find out more
OLED icon

Universal Display

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: 125135 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Discovery Capital Management
Connecticut
$238M
WRF
2
Waddell & Reed Financial
Kansas
$118M +$16.5M +494,200 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.5M +$2.25M +67,670 +3%
IG
4
ING Group
Netherlands
$60.7M +$21.3M +640,020 +57%
BIT
5
BlackRock Institutional Trust
California
$45.7M -$143K -4,301 -0.3%
Ameriprise
6
Ameriprise
Minnesota
$41.4M +$5.44M +163,379 +16%
Morgan Stanley
7
Morgan Stanley
New York
$38.9M +$7.83M +234,940 +26%
SFM
8
Systematic Financial Management
New Jersey
$38.3M +$24M +720,963 +184%
BFA
9
BlackRock Fund Advisors
California
$35.6M -$1.47M -43,979 -4%
Norges Bank
10
Norges Bank
Norway
$30M -$413K -12,390 -1%
MVP
11
Miller Value Partners
Florida
$28.8M +$1.1M +33,125 +4%
State Street
12
State Street
Massachusetts
$28.2M -$222K -6,649 -0.8%
AC
13
Avenir Corporation
Virginia
$27M -$1.34M -40,352 -5%
Northern Trust
14
Northern Trust
Illinois
$20.5M +$291K +8,738 +1%
FCM
15
Frontier Capital Management
Massachusetts
$14.2M +$551K +16,527 +4%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$14.1M -$5.82M -174,546 -30%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$13.8M -$82K -2,460 -0.6%
DnB Asset Management
18
DnB Asset Management
Norway
$12.3M -$11.3M -339,296 -49%
UBS AM
19
UBS AM
Illinois
$8.7M -$477K -14,313 -5%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.66M +$8.39M +251,925 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.82M +$250K +7,503 +3%
Fidelity International
22
Fidelity International
Bermuda
$7.67M -$709K -21,266 -9%
LCS
23
Levin Capital Strategies
New York
$7.58M -$1.53M -45,788 -17%
PP
24
Peconic Partners
New York
$7.43M +$6.99M +209,737 +3,178%
MC
25
Muhlenkamp & Co
Pennsylvania
$7.08M +$63.8K +1,915 +0.9%