Universal Display
OLED
214 hedge funds and large institutions have $1.82B invested in Universal Display in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 68 reducing their positions, and 36 closing their positions.
17% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 36
16% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 68
1% more funds holding
Funds holding: 212 → 214 (+2)
6% less call options, than puts
Call options by funds: $50.5M | Put options by funds: $54M
17% less capital invested
Capital invested by funds: $2.19B → $1.82B (-$369M)
75% less funds holding in top 10
Funds holding in top 10: 8 → 2 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$96.6M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$47.5M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$18.2M |
| 4 |
GAI
General American Investors
New York
|
+$15.1M |
| 5 |
NTC
NF Trinity Capital
Central,
Hong Kong
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$36.8M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$36.6M |
| 3 |
KCM
Keywise Capital Management
Grand Cayman,
Cayman Islands
|
-$32M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$22.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$20M |
OLED Hedge Fund Activity: Q3 2016 in Review
214 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2016, worth a combined $1.82B — down 17% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new OLED positions and 36 closed out — a net gain of 6 holders — while 79 added to existing stakes and 68 trimmed.
The largest buyer was Epoch Investment Partners, adding an estimated $96.6M. The largest seller was Bank of New York Mellon, cutting an estimated $36.8M.
- 214 institutional investors held Universal Display (OLED) as of Q3 2016, up from 212 in Q2 2016.
- Funds reported $1.82B of Universal Display stock for Q3 2016, down 17% quarter-over-quarter.
- 42 funds opened new Universal Display positions in Q3 2016 and 36 closed out, a net change of +6 holders.
- The largest Universal Display buyer in Q3 2016 was Epoch Investment Partners, an estimated $96.6M added.
- The largest Universal Display seller in Q3 2016 was Bank of New York Mellon, an estimated $36.8M sold.
Based on aggregated 13F filings for Q3 2016.