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Universal Display

213 hedge funds and large institutions have $1.8B invested in Universal Display in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

0% more funds holding

Funds holding: 212213 (+1)

6% less call options, than puts

Call options by funds: $50.5M | Put options by funds: $54M

18% less capital invested

Capital invested by funds: $2.19B → $1.8B (-$392M)

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.05%
New
41
Increased
79
Reduced
69
Closed
36
Calls
$50.5M
Puts
$54M
Net Calls
-$3.49M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1
Epoch Investment Partners
New York
$226M +$96.6M +1,524,331 +60%
Vanguard Group
2
Vanguard Group
Pennsylvania
$175M +$4.77M +75,184 +2%
WRF
3
Waddell & Reed Financial
Kansas
$161M
FCM
4
Frontier Capital Management
Massachusetts
$91.4M +$18.2M +287,442 +21%
BFA
5
BlackRock Fund Advisors
California
$60.2M +$5.34M +84,195 +8%
BIT
6
BlackRock Institutional Trust
California
$58.3M +$1.18M +18,677 +2%
Primecap Management
7
Primecap Management
California
$57.7M -$6.56M -103,575 -9%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$56M +$4.9M +77,347 +8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$54.5M -$36.8M -580,778 -37%
Wells Fargo
10
Wells Fargo
California
$52.7M +$11.2M +176,249 +23%
CCI
11
Columbus Circle Investors
$49.5M -$19.3M -304,500 -25%
State Street
12
State Street
Massachusetts
$42.2M +$4.98M +78,597 +12%
NSLI
13
Nan Shan Life Insurance
Taiwan
$41.6M +$47.5M +749,319 New
Norges Bank
14
Norges Bank
Norway
$36.8M +$5.61M +88,451 +15%
NIPH
15
NN Investment Partners Holdings
Netherlands
$36.4M +$9.86M +155,551 +31%
Northern Trust
16
Northern Trust
Illinois
$32.8M +$1.62M +25,556 +5%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$28.2M +$4.44M +70,000 +16%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$28.1M -$592K -9,337 -2%
AC
19
Avenir Corporation
Virginia
$26.2M -$466K -7,360 -2%
PC
20
Polar Capital
United Kingdom
$19.1M +$2.11M +33,325 +11%
Ameriprise
21
Ameriprise
Minnesota
$17.8M +$1.41M +22,322 +7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$17.2M +$782K +12,338 +4%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$16.7M -$36.6M -577,743 -66%
Fidelity International
24
Fidelity International
Bermuda
$16M +$11.2M +177,431 +161%
SFM
25
Systematic Financial Management
New Jersey
$15.4M -$1.15M -18,111 -6%

OLED Hedge Fund Activity: Q3 2016 in Review

213 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2016, worth a combined $1.8B — down 18% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OLED positions and 36 closed out — a net gain of 5 holders — while 79 added to existing stakes and 69 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.

  • 213 institutional investors held Universal Display (OLED) as of Q3 2016, up from 212 in Q2 2016.
  • Funds reported $1.8B of Universal Display stock for Q3 2016, down 18% quarter-over-quarter.
  • 41 funds opened new Universal Display positions in Q3 2016 and 36 closed out, a net change of +5 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.