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Universal Display

179 hedge funds and large institutions have $1.61B invested in Universal Display in 2015 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 41 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

55% more capital invested

Capital invested by funds: $1.04B → $1.61B (+$569M)

37% more call options, than puts

Call options by funds: $52M | Put options by funds: $38.1M

23% more funds holding

Funds holding: 146179 (+33)

32% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 60

Holders
179
Holders Change
+33
Holders Change %
+22.6%
% of All Funds
4.7%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
53
Increased
41
Reduced
60
Closed
20
Calls
$52M
Puts
$38.1M
Net Calls
+$14M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
1
Waddell & Reed Financial
Kansas
$206M -$7.38M -167,525 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M +$4.34M +98,488 +3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$125M -$4.11M -93,142 -4%
DCM
4
Discovery Capital Management
Connecticut
$107M -$97.9M -2,220,337 -53%
Primecap Management
5
Primecap Management
California
$64.8M -$729K -16,536 -1%
CCI
6
Columbus Circle Investors
$56.3M +$13.6M +308,288 +42%
EIP
7
Epoch Investment Partners
New York
$55.6M +$571K +12,945 +1%
BIT
8
BlackRock Institutional Trust
California
$55M +$1.13M +25,713 +3%
BFA
9
BlackRock Fund Advisors
California
$55M +$1.82M +41,333 +4%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$42.9M +$34.8M +788,469 New
State Street
11
State Street
Massachusetts
$35.8M +$291K +6,605 +1%
Norges Bank
12
Norges Bank
Norway
$34.5M -$16.4M -371,557 -37%
AC
13
Avenir Corporation
Virginia
$27.5M -$1.27M -28,707 -5%
Northern Trust
14
Northern Trust
Illinois
$26.6M -$60.6K -1,374 -0.3%
GAM
15
Gotham Asset Management
New York
$26.4M -$3.9M -88,372 -15%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$25.4M -$749 -17 -0%
Lazard Asset Management
17
Lazard Asset Management
New York
$21.9M -$5.85M -132,814 -25%
FCM
18
Frontier Capital Management
Massachusetts
$21.7M -$26.7K -606 -0.2%
SFM
19
Systematic Financial Management
New Jersey
$19.3M +$1.21M +27,338 +8%
TA
20
Teachers Advisors
New York
$19M +$6.37M +144,412 +70%
Morgan Stanley
21
Morgan Stanley
New York
$16.7M -$8.91M -202,150 -40%
TCIM
22
TIAA CREF Investment Management
New York
$16.7M +$4.65M +105,516 +53%
PC
23
Polar Capital
United Kingdom
$16.3M -$955K -21,672 -7%
Fidelity International
24
Fidelity International
Bermuda
$16.3M +$7.47M +169,420 +131%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$16.2M +$9.57M +217,095 +270%

OLED Hedge Fund Activity: Q4 2015 in Review

179 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q4 2015, worth a combined $1.61B — up 55% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OLED positions and 20 closed out — a net gain of 33 holders — while 41 added to existing stakes and 60 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $34.8M. The largest seller was Discovery Capital Management, cutting an estimated $97.9M.

  • 179 institutional investors held Universal Display (OLED) as of Q4 2015, up from 146 in Q3 2015.
  • Funds reported $1.61B of Universal Display stock for Q4 2015, up 55% quarter-over-quarter.
  • 53 funds opened new Universal Display positions in Q4 2015 and 20 closed out, a net change of +33 holders.
  • The largest Universal Display buyer in Q4 2015 was Lord, Abbett & Co, an estimated $34.8M added.
  • The largest Universal Display seller in Q4 2015 was Discovery Capital Management, an estimated $97.9M sold.

Based on aggregated 13F filings for Q4 2015.