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Universal Display

245 hedge funds and large institutions have $2.86B invested in Universal Display in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 58 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 28

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

52% more capital invested

Capital invested by funds: $1.88B → $2.86B (+$979M)

21% more funds holding

Funds holding: 203245 (+42)

16% more call options, than puts

Call options by funds: $85.3M | Put options by funds: $73.8M

0.4% less ownership

Funds ownership: 71.05%70.65% (-0.4%)

38% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 94

Holders
245
Holders Change
+42
Holders Change %
+20.69%
% of All Funds
6.1%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
76
Increased
58
Reduced
94
Closed
28
Calls
$85.3M
Puts
$73.8M
Net Calls
+$11.5M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1
Epoch Investment Partners
New York
$304M -$14.6M -203,501 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$293M +$10.2M +141,268 +4%
BlackRock
3
BlackRock
New York
$243M +$202M +2,813,605 +82,293%
WRF
4
Waddell & Reed Financial
Kansas
$222M -$21.6M -300,131 -10%
FCM
5
Frontier Capital Management
Massachusetts
$141M -$14M -195,077 -11%
Wells Fargo
6
Wells Fargo
California
$92.5M -$10.6M -147,021 -12%
Primecap Management
7
Primecap Management
California
$91.9M -$203K -2,825 -0.3%
CCI
8
Columbus Circle Investors
$76.1M +$18.7M +259,267 +41%
State Street
9
State Street
Massachusetts
$67.9M +$1.71M +23,770 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$66.8M -$42.8M -594,451 -43%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$63.3M -$38K -528 -0.1%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$60.4M +$50.4M +701,002 New
Northern Trust
13
Northern Trust
Illinois
$48.8M +$522K +7,248 +1%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$44.2M -$2.67M -37,092 -7%
Norges Bank
15
Norges Bank
Norway
$39.7M -$14.1M -195,843 -30%
AC
16
Avenir Corporation
Virginia
$38.8M -$1.63M -22,675 -5%
PC
17
Polar Capital
United Kingdom
$37.2M +$8.44M +117,224 +37%
TCM
18
TimesSquare Capital Management
New York
$34.4M +$28.8M +400,000 New
NCA
19
Newbrook Capital Advisors
New York
$32.2M +$8.54M +118,626 +47%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$30.6M +$1.13M +15,764 +5%
Ameriprise
21
Ameriprise
Minnesota
$30M -$5.49M -76,257 -18%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$28.8M +$10.7M +149,241 +80%
Morgan Stanley
23
Morgan Stanley
New York
$28.7M -$618K -8,585 -3%
UBS AM
24
UBS AM
Illinois
$28.5M -$1.04M -14,417 -4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$28M +$15.4M +214,324 +194%

OLED Hedge Fund Activity: Q1 2017 in Review

245 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2017, worth a combined $2.86B — up 52% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new OLED positions and 28 closed out — a net gain of 48 holders — while 58 added to existing stakes and 94 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Bank of New York Mellon, cutting an estimated $42.8M.

  • 245 institutional investors held Universal Display (OLED) as of Q1 2017, up from 203 in Q4 2016.
  • Funds reported $2.86B of Universal Display stock for Q1 2017, up 52% quarter-over-quarter.
  • 76 funds opened new Universal Display positions in Q1 2017 and 28 closed out, a net change of +48 holders.
  • The largest Universal Display buyer in Q1 2017 was BlackRock, an estimated $202M added.
  • The largest Universal Display seller in Q1 2017 was Bank of New York Mellon, an estimated $42.8M sold.

Based on aggregated 13F filings for Q1 2017.