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Universal Display

130 hedge funds and large institutions have $1B invested in Universal Display in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 127130 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.04B → $1B (-$33.7M)

29% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $44.5M

33% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 52

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
35
Reduced
52
Closed
18
Calls
$31.4M
Puts
$44.5M
Net Calls
-$13.1M
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Discovery Capital Management
Connecticut
$226M
WRF
2
Waddell & Reed Financial
Kansas
$132M +$294K +8,900 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$82.8M -$494K -14,981 -0.6%
Morgan Stanley
4
Morgan Stanley
New York
$48M -$4.62M -140,096 -9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$45.7M +$38.8M +1,176,199 +526%
BIT
6
BlackRock Institutional Trust
California
$36.7M -$4.27M -129,521 -10%
Norges Bank
7
Norges Bank
Norway
$30.9M -$55.1M -1,670,850 -64%
BFA
8
BlackRock Fund Advisors
California
$29M -$1.82M -55,290 -6%
MVP
9
Miller Value Partners
Florida
$27.7M +$736K +22,300 +3%
State Street
10
State Street
Massachusetts
$21.8M -$5.03M -152,532 -19%
Wells Fargo
11
Wells Fargo
California
$20.1M +$7.03M +212,916 +53%
AC
12
Avenir Corporation
Virginia
$18.9M -$43.1K -1,305 -0.2%
LSCM
13
Light Street Capital Management
California
$18.2M +$5.76M +174,457 +46%
IG
14
ING Group
Netherlands
$16.2M -$11.7M -355,743 -42%
FCM
15
Frontier Capital Management
Massachusetts
$15.8M -$401K -12,148 -2%
Northern Trust
16
Northern Trust
Illinois
$15.7M -$324K -9,804 -2%
SFM
17
Systematic Financial Management
New Jersey
$14.9M -$925K -28,029 -6%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$13.5M -$449K -13,608 -3%
TA
19
Teachers Advisors
New York
$9.43M -$247K -7,491 -3%
UBS AM
20
UBS AM
Illinois
$9.02M +$770K +23,326 +9%
Primecap Management
21
Primecap Management
California
$8.75M +$8.84M +268,000 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$8.38M -$2.97M -90,143 -26%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.6M +$98.1K +2,974 +1%
LCS
24
Levin Capital Strategies
New York
$7.12M -$85.8K -2,600 -1%
MC
25
Muhlenkamp & Co
Pennsylvania
$6.91M +$99K +3,000 +1%

OLED Hedge Fund Activity: Q3 2014 in Review

130 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2014, worth a combined $1B — down 3.2% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OLED positions and 18 closed out — a net gain of 3 holders — while 35 added to existing stakes and 52 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $38.8M. The largest seller was Norges Bank, cutting an estimated $55.1M.

  • 130 institutional investors held Universal Display (OLED) as of Q3 2014, up from 127 in Q2 2014.
  • Funds reported $1B of Universal Display stock for Q3 2014, down 3.2% quarter-over-quarter.
  • 21 funds opened new Universal Display positions in Q3 2014 and 18 closed out, a net change of +3 holders.
  • The largest Universal Display buyer in Q3 2014 was Bank of New York Mellon, an estimated $38.8M added.
  • The largest Universal Display seller in Q3 2014 was Norges Bank, an estimated $55.1M sold.

Based on aggregated 13F filings for Q3 2014.