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Align Technology
ALGN

294 hedge funds and large institutions have $3.73B invested in Align Technology in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 113 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

28% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 88

17% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $11.2M

4% more funds holding

Funds holding: 283 → 294 (+11)

2% less capital invested

Capital invested by funds: $3.83B → $3.73B (-$91.3M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
55
Increased
113
Reduced
88
Closed
39
Calls
$13.1M
Puts
$11.2M
Net Calls
+$1.92M
Net Calls Change
-$16.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$85.7M
2
SIG
Senator Investment Group
New York
+$57M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$54.3M
4
William Blair & Company
William Blair & Company
Illinois
+$39.7M
5
Deutsche Bank
Deutsche Bank
Germany
+$32.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$140M
2
KCM
Kornitzer Capital Management
Kansas
-$59.1M
3
EAM
Eagle Asset Management
Florida
-$37.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.3M
5
FAM
Fred Alger Management
New York
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
226
Canada Life
Manitoba, Canada
$295K – – –
CCS
227
Crosspoint Capital Strategies
California
$292K +$88.7K +1,556 +40%
JIP
228
Jaffetilchin Investment Partners
Florida
$291K +$309K +5,419 New
MSTVIM
229
Messner & Smith Theme Value Investment Management
California
$287K +$304K +5,335 New
WSA
230
Wall Street Associates
California
$274K -$40K -702 -12%
Arrowstreet Capital
231
Arrowstreet Capital
Massachusetts
$274K +$291K +5,100 New
V
232
Veritable
Delaware
$272K +$288K +5,062 New
PG
233
PEAK6 Group
Illinois
$269K -$1.68M -29,478 -86%
SHA
234
Smith Hayes Advisers
Nebraska
$269K +$285K +5,000 New
WA
235
WealthTrust Axiom
Pennsylvania
$268K – – –
PWM
236
Perigon Wealth Management
California
$247K -$5.24K -92 -2%
RFC
237
Regions Financial Corp
Alabama
$247K +$261K +4,589 New
IA
238
Icon Advisers
Colorado
$247K +$262K +4,600 New
LCM
239
Laurion Capital Management
New York
$242K +$256K +4,500 New
QT
240
Quantbot Technologies
New York
$229K +$243K +4,263 New
ZIM
241
Zacks Investment Management
Illinois
$228K -$323K -5,666 -57%
DT
242
Diversified Trust
Tennessee
$226K +$239K +4,200 New
USGIU
243
U.S. Global Investors (USGI)
Texas
$215K +$228K +4,000 New
IPC
244
Independent Portfolio Consultants
Florida
$206K -$179K -3,145 -45%
TAM
245
Tocqueville Asset Management
New York
$204K – – –
ECM
246
Endurant Capital Management
California
$204K +$217K +3,800 New
MYAM
247
Meiji Yasuda Asset Management
Japan
$201K – – –
Walleye Trading
248
Walleye Trading
New York
$180K +$83.6K +1,468 +78%
SG Americas Securities
249
SG Americas Securities
New York
$172K -$336K -5,901 -65%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$161K +$170K +2,992 New
8 9
10
11 12

ALGN Hedge Fund Activity: Q1 2015 in Review

294 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2015, worth a combined $3.73B — down 2.4% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ALGN positions and 39 closed out — a net gain of 16 holders — while 113 added to existing stakes and 88 trimmed.

The largest buyer was Wells Fargo, adding an estimated $85.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $140M.

  • 294 institutional investors held Align Technology (ALGN) as of Q1 2015, up from 283 in Q4 2014.
  • Funds reported $3.73B of Align Technology stock for Q1 2015, down 2.4% quarter-over-quarter.
  • 55 funds opened new Align Technology positions in Q1 2015 and 39 closed out, a net change of +16 holders.
  • The largest Align Technology buyer in Q1 2015 was Wells Fargo, an estimated $85.7M added.
  • The largest Align Technology seller in Q1 2015 was T. Rowe Price Associates, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2015.