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Universal Display
OLED

146 hedge funds and large institutions have $1.04B invested in Universal Display in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

11% less call options, than puts

Call options by funds: $24.3M | Put options by funds: $27.4M

12% less funds holding

Funds holding: 166 → 146 (-20)

32% less capital invested

Capital invested by funds: $1.52B → $1.04B (-$487M)

43% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 40

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
146
Holders Change
-20
Holders Change %
-12.05%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
23
Increased
56
Reduced
50
Closed
40
Calls
$24.3M
Puts
$27.4M
Net Calls
-$3.11M
Net Calls Change
-$6.19M

Top Buyers

1
GAM
Gotham Asset Management
New York
+$23.6M
2
Renaissance Technologies
Renaissance Technologies
New York
+$16.4M
3
Lazard Asset Management
Lazard Asset Management
New York
+$15.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$11.6M
5
EIP
Epoch Investment Partners
New York
+$11M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
-$40M
2
Norges Bank
Norges Bank
Norway
-$12.7M
3
Primecap Management
Primecap Management
California
-$9.43M
4
NCGI
Next Century Growth Investors
Minnesota
-$7.75M
5
CCS
Crosspoint Capital Strategies
California
-$6.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1
Discovery Capital Management
Connecticut
$142M -$40M -957,054 -19%
WRF
2
Waddell & Reed Financial
Kansas
$134M -$1.89M -45,310 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$95.4M +$2.61M +62,457 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$81M +$11.6M +276,665 +13%
Primecap Management
5
Primecap Management
California
$40.9M -$9.43M -225,850 -16%
EIP
6
Epoch Investment Partners
New York
$34.2M +$11M +263,167 +35%
Norges Bank
7
Norges Bank
Norway
$34.1M -$12.7M -304,396 -23%
BIT
8
BlackRock Institutional Trust
California
$33.4M +$587K +14,066 +1%
BFA
9
BlackRock Fund Advisors
California
$32.8M -$318K -7,625 -0.8%
CCI
10
Columbus Circle Investors
$24.6M -$1.69M -40,562 -5%
State Street
11
State Street
Massachusetts
$22.1M -$246K -5,893 -0.9%
Renaissance Technologies
12
Renaissance Technologies
New York
$21.3M +$16.4M +393,323 +168%
GAM
13
Gotham Asset Management
New York
$19.4M +$23.6M +566,196 +8,463%
AC
14
Avenir Corporation
Virginia
$18.1M -$410K -9,825 -2%
Lazard Asset Management
15
Lazard Asset Management
New York
$18.1M +$15.7M +377,120 +240%
Morgan Stanley
16
Morgan Stanley
New York
$17.2M +$7.89M +188,999 +59%
Northern Trust
17
Northern Trust
Illinois
$16.6M +$1.06M +25,317 +5%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$15.8M +$2.09M +50,045 +12%
Deutsche Bank
19
Deutsche Bank
Germany
$14.3M -$3.78M -90,434 -18%
FCM
20
Frontier Capital Management
Massachusetts
$13.6M -$11.2K -269 -0.1%
SFM
21
Systematic Financial Management
New Jersey
$11.1M -$194K -4,638 -1%
PC
22
Polar Capital
United Kingdom
$10.9M +$4.17M +99,881 +45%
UBS AM
23
UBS AM
Illinois
$10.4M +$1.44M +34,421 +13%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$8.85M +$6.43M +153,904 +144%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$8.73M +$123K +2,944 +1%
1
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OLED Hedge Fund Activity: Q3 2015 in Review

146 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2015, worth a combined $1.04B — down 32% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OLED and 23 opened new positions — a net loss of 17 holders — while 50 trimmed existing stakes and 56 added.

The largest buyer was Gotham Asset Management, adding an estimated $23.6M. The largest seller was Discovery Capital Management, cutting an estimated $40M.

  • 146 institutional investors held Universal Display (OLED) as of Q3 2015, down from 166 in Q2 2015.
  • Funds reported $1.04B of Universal Display stock for Q3 2015, down 32% quarter-over-quarter.
  • 23 funds opened new Universal Display positions in Q3 2015 and 40 closed out, a net change of -17 holders.
  • The largest Universal Display buyer in Q3 2015 was Gotham Asset Management, an estimated $23.6M added.
  • The largest Universal Display seller in Q3 2015 was Discovery Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q3 2015.