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Universal Display

143 hedge funds and large institutions have $1.51B invested in Universal Display in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $876M → $1.51B (+$635M)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

7% more funds holding

Funds holding: 134143 (+9)

11% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 46

18% less call options, than puts

Call options by funds: $48M | Put options by funds: $58.9M

Holders
143
Holders Change
+9
Holders Change %
+6.72%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
41
Reduced
46
Closed
26
Calls
$48M
Puts
$58.9M
Net Calls
-$10.9M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Discovery Capital Management
Connecticut
$324M
WRF
2
Waddell & Reed Financial
Kansas
$188M
Vanguard Group
3
Vanguard Group
Pennsylvania
$119M +$2.96M +83,426 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$101M +$50.1M +1,413,555 +191%
Primecap Management
5
Primecap Management
California
$67.6M +$4.27M +120,460 +9%
Norges Bank
6
Norges Bank
Norway
$61.2M
Morgan Stanley
7
Morgan Stanley
New York
$57.9M -$10.3M -291,061 -19%
BIT
8
BlackRock Institutional Trust
California
$49.2M +$182K +5,119 +0.5%
BFA
9
BlackRock Fund Advisors
California
$49.1M +$303K +8,537 +0.8%
EIP
10
Epoch Investment Partners
New York
$33.4M +$25.3M +714,310 New
State Street
11
State Street
Massachusetts
$31.8M +$177K +4,992 +0.7%
AC
12
Avenir Corporation
Virginia
$25.9M -$408K -11,500 -2%
AA
13
Antipodean Advisors
New York
$23.8M +$18.1M +509,000 New
Northern Trust
14
Northern Trust
Illinois
$21.8M +$164K +4,627 +1%
CCI
15
Columbus Circle Investors
$19.3M +$14.6M +412,725 New
Neuberger Berman Group
16
Neuberger Berman Group
New York
$19M +$481K +13,555 +3%
FCM
17
Frontier Capital Management
Massachusetts
$18.6M -$624K -17,598 -4%
SFM
18
Systematic Financial Management
New Jersey
$18.6M -$1.15M -32,366 -8%
Deutsche Bank
19
Deutsche Bank
Germany
$18.1M +$12.6M +354,241 +1,041%
Wells Fargo
20
Wells Fargo
California
$16.4M -$6.14M -173,007 -33%
PC
21
Polar Capital
United Kingdom
$14.3M +$10.9M +306,388 New
IG
22
ING Group
Netherlands
$14.2M -$34.1M -961,980 -76%
UBS AM
23
UBS AM
Illinois
$12.8M +$145K +4,100 +2%
Lazard Asset Management
24
Lazard Asset Management
New York
$12M +$9.07M +255,775 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$11.2M +$125K +3,524 +1%

OLED Hedge Fund Activity: Q1 2015 in Review

143 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2015, worth a combined $1.51B — up 73% from $876M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OLED positions and 26 closed out — a net gain of 11 holders — while 41 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $50.1M. The largest seller was ING Group, cutting an estimated $34.1M.

  • 143 institutional investors held Universal Display (OLED) as of Q1 2015, up from 134 in Q4 2014.
  • Funds reported $1.51B of Universal Display stock for Q1 2015, up 73% quarter-over-quarter.
  • 37 funds opened new Universal Display positions in Q1 2015 and 26 closed out, a net change of +11 holders.
  • The largest Universal Display buyer in Q1 2015 was Bank of New York Mellon, an estimated $50.1M added.
  • The largest Universal Display seller in Q1 2015 was ING Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2015.