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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
DCM
1
Discovery Capital Management
Connecticut
$221M
WRF
2
Waddell & Reed Financial
Kansas
$121M +$11.3M +339,500 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.5M +$1.92M +57,886 +2%
Morgan Stanley
4
Morgan Stanley
New York
$49.8M +$14.2M +427,208 +38%
IG
5
ING Group
Netherlands
$49.6M -$7.01M -211,062 -12%
BIT
6
BlackRock Institutional Trust
California
$40M -$2.61M -78,588 -6%
BFA
7
BlackRock Fund Advisors
California
$33.3M +$232K +7,003 +0.7%
SFM
8
Systematic Financial Management
New Jersey
$32M -$3.69M -111,069 -10%
Ameriprise
9
Ameriprise
Minnesota
$31.3M -$7.43M -223,822 -19%
Norges Bank
10
Norges Bank
Norway
$27.9M
MVP
11
Miller Value Partners
Florida
$26.7M -$10.8K -325 -0%
State Street
12
State Street
Massachusetts
$26.4M +$276K +8,309 +1%
AC
13
Avenir Corporation
Virginia
$22.8M -$2.34M -70,617 -9%
FCM
14
Frontier Capital Management
Massachusetts
$21.8M +$8.95M +269,690 +65%
Northern Trust
15
Northern Trust
Illinois
$17.6M -$1.51M -45,519 -8%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$13.5M +$455K +13,721 +3%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$12.1M -$752K -22,640 -6%
Wells Fargo
18
Wells Fargo
California
$10.8M +$10.1M +305,621 +894%
AIMCA
19
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.04M
Fidelity International
20
Fidelity International
Bermuda
$7.68M +$582K +17,519 +8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.15M -$122K -3,688 -2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.07M +$656K +19,753 +10%
LCS
23
Levin Capital Strategies
New York
$7.04M
UBS AM
24
UBS AM
Illinois
$6.95M -$1.18M -35,696 -14%
MC
25
Muhlenkamp & Co
Pennsylvania
$6.59M +$21.6K +650 +0.3%

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.