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Align Technology

290 hedge funds and large institutions have $4.63B invested in Align Technology in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

25% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $13.3M

12% more capital invested

Capital invested by funds: $4.14B → $4.63B (+$492M)

5% more funds holding

Funds holding: 275290 (+15)

5% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 96

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
7.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
101
Reduced
96
Closed
27
Calls
$16.6M
Puts
$13.3M
Net Calls
+$3.36M
Net Calls Change
+$6.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SHA
226
Smith Hayes Advisers
Nebraska
$329K
TAM
227
Tocqueville Asset Management
New York
$329K
CSS
228
Cubist Systematic Strategies
Connecticut
$328K +$319K +4,979 New
PWM
229
Perigon Wealth Management
California
$312K +$8.21K +128 +3%
IPC
230
Independent Portfolio Consultants
Florida
$308K -$9.3K -145 -3%
DAS
231
Dynamic Advisor Solutions
Arizona
$307K +$9.62K +150 +3%
MCM
232
Matarin Capital Management
New York
$278K +$271K +4,228 New
ACI
233
AMP Capital Investors
Australia
$275K -$237K -3,700 -47%
CIM
234
Calvert Investment Management
Maryland
$254K +$247K +3,855 New
WAM
235
World Asset Management
Michigan
$237K +$231K +3,594 New
B
236
Barings
North Carolina
$237K +$231K +3,600 New
NPIT
237
National Penn Investors Trust
Pennsylvania
$236K -$642 -10 -0.3%
QC
238
Quadrature Capital
United Kingdom
$228K +$223K +3,470 New
BCM
239
Bayesian Capital Management
New York
$225K +$219K +3,410 New
Creative Planning
240
Creative Planning
Kansas
$221K +$115K +1,798 +115%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$211K +$205K +3,202 New
CCA
242
Catalyst Capital Advisors
New York
$193K -$28.5K -445 -13%
LIA
243
LS Investment Advisors
Michigan
$177K
PHK
244
Point72 Hong Kong
Hong Kong
$171K +$167K +2,603 New
SF
245
Synovus Financial
Georgia
$165K
QT
246
Quantbot Technologies
New York
$154K +$150K +2,341 New
Macquarie Group
247
Macquarie Group
Australia
$148K +$12.9K +201 +10%
LTFS
248
Ladenburg Thalmann Financial Services
Florida
$147K -$2.57K -40 -2%
AAM
249
Advisors Asset Management
Colorado
$125K -$6.42K -100 -5%
Zurich Cantonal Bank
250
Zurich Cantonal Bank
Switzerland
$125K +$65.6K +1,022 +117%

ALGN Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2015, worth a combined $4.63B — up 12% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ALGN positions and 27 closed out — a net gain of 19 holders — while 101 added to existing stakes and 96 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $97.4M.

  • 290 institutional investors held Align Technology (ALGN) as of Q4 2015, up from 275 in Q3 2015.
  • Funds reported $4.63B of Align Technology stock for Q4 2015, up 12% quarter-over-quarter.
  • 46 funds opened new Align Technology positions in Q4 2015 and 27 closed out, a net change of +19 holders.
  • The largest Align Technology buyer in Q4 2015 was Columbia Wanger Asset Management, an estimated $110M added.
  • The largest Align Technology seller in Q4 2015 was Fidelity Investments, an estimated $97.4M sold.

Based on aggregated 13F filings for Q4 2015.