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Universal Display

200 hedge funds and large institutions have $1.67B invested in Universal Display in 2016 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $69.8M | Put options by funds: $19.8M

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

27% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 60

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more funds holding

Funds holding: 179200 (+21)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$65.6M)

Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
5.33%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
44
Increased
76
Reduced
60
Closed
22
Calls
$69.8M
Puts
$19.8M
Net Calls
+$50M
Net Calls Change
+$36M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
1
Waddell & Reed Financial
Kansas
$187M -$15.9M -324,663 -9%
EIP
2
Epoch Investment Partners
New York
$163M +$97.6M +1,997,231 +196%
Vanguard Group
3
Vanguard Group
Pennsylvania
$163M +$4.58M +93,651 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$95.1M -$26.3M -539,018 -23%
CCI
5
Columbus Circle Investors
$79.7M +$21.4M +438,038 +42%
Primecap Management
6
Primecap Management
California
$65.3M +$821K +16,800 +1%
BIT
7
BlackRock Institutional Trust
California
$54.6M -$69.8K -1,429 -0.1%
BFA
8
BlackRock Fund Advisors
California
$52.6M -$1.81M -37,055 -4%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$50.5M +$45.6M +933,667 New
FCM
10
Frontier Capital Management
Massachusetts
$38.8M +$15.5M +317,977 +80%
State Street
11
State Street
Massachusetts
$36.4M +$681K +13,941 +2%
Norges Bank
12
Norges Bank
Norway
$34.3M
Neuberger Berman Group
13
Neuberger Berman Group
New York
$28.3M +$2.8M +57,365 +12%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$27.6M -$13.6M -279,037 -35%
Northern Trust
15
Northern Trust
Illinois
$27.3M +$1.21M +24,658 +5%
AC
16
Avenir Corporation
Virginia
$27.3M -$108K -2,205 -0.4%
DCM
17
Discovery Capital Management
Connecticut
$25.8M -$72.5M -1,483,288 -76%
PC
18
Polar Capital
United Kingdom
$23.7M +$6.72M +137,488 +46%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$21.6M +$10.3M +210,000 +111%
NIPH
20
NN Investment Partners Holdings
Netherlands
$20.3M +$18.3M +375,172 New
SFM
21
Systematic Financial Management
New Jersey
$20M +$772K +15,787 +4%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$19.7M +$7.27M +148,733 +69%
TCIM
23
TIAA CREF Investment Management
New York
$18.4M +$1.65M +33,831 +11%
Ameriprise
24
Ameriprise
Minnesota
$18M +$10.6M +216,533 +187%
QAM
25
Quentec Asset Management
New York
$16.7M +$7.48M +153,000 +98%

OLED Hedge Fund Activity: Q1 2016 in Review

200 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2016, worth a combined $1.67B — up 4.1% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OLED positions and 22 closed out — a net gain of 22 holders — while 76 added to existing stakes and 60 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $97.6M. The largest seller was Discovery Capital Management, cutting an estimated $72.5M.

  • 200 institutional investors held Universal Display (OLED) as of Q1 2016, up from 179 in Q4 2015.
  • Funds reported $1.67B of Universal Display stock for Q1 2016, up 4.1% quarter-over-quarter.
  • 44 funds opened new Universal Display positions in Q1 2016 and 22 closed out, a net change of +22 holders.
  • The largest Universal Display buyer in Q1 2016 was Epoch Investment Partners, an estimated $97.6M added.
  • The largest Universal Display seller in Q1 2016 was Discovery Capital Management, an estimated $72.5M sold.

Based on aggregated 13F filings for Q1 2016.