Universal Display
OLED
212 hedge funds and large institutions have $2.19B invested in Universal Display in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 30 closing their positions.
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
45% more call options, than puts
Call options by funds: $89.8M | Put options by funds: $62M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
31% more capital invested
Capital invested by funds: $1.67B → $2.19B (+$524M)
6% more funds holding
Funds holding: 200 → 212 (+12)
13% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$42.7M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$39.4M |
| 3 |
KCM
Keywise Capital Management
Grand Cayman,
Cayman Islands
|
+$32M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$22.6M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$33.5M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$29.2M |
| 3 |
CCI
Columbus Circle Investors
|
-$17M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$14.5M |
| 5 |
Lazard Asset Management
New York
|
-$13.7M |
OLED Hedge Fund Activity: Q2 2016 in Review
212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2016, worth a combined $2.19B — up 31% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new OLED positions and 30 closed out — a net gain of 16 holders — while 65 added to existing stakes and 75 trimmed.
The largest buyer was Wells Fargo, adding an estimated $42.7M. The largest seller was Waddell & Reed Financial, cutting an estimated $33.5M.
- 212 institutional investors held Universal Display (OLED) as of Q2 2016, up from 200 in Q1 2016.
- Funds reported $2.19B of Universal Display stock for Q2 2016, up 31% quarter-over-quarter.
- 46 funds opened new Universal Display positions in Q2 2016 and 30 closed out, a net change of +16 holders.
- The largest Universal Display buyer in Q2 2016 was Wells Fargo, an estimated $42.7M added.
- The largest Universal Display seller in Q2 2016 was Waddell & Reed Financial, an estimated $33.5M sold.
Based on aggregated 13F filings for Q2 2016.