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Align Technology

283 hedge funds and large institutions have $3.83B invested in Align Technology in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

146% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $12.5M

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

11% more capital invested

Capital invested by funds: $3.45B → $3.83B (+$374M)

3% more funds holding

Funds holding: 276283 (+7)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 107

Holders
283
Holders Change
+7
Holders Change %
+2.54%
% of All Funds
7.55%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
43
Increased
100
Reduced
107
Closed
30
Calls
$30.8M
Puts
$12.5M
Net Calls
+$18.3M
Net Calls Change
+$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$74K +$11.3K +213 +19%
PC
252
Permanens Capital
New York
$73K +$68.8K +1,300 New
Barclays
253
Barclays
United Kingdom
$48K -$111K -2,090 -70%
MCM
254
Mazama Capital Management
Oregon
$41K +$13.8K +260 +56%
PCM
255
Prelude Capital Management
New York
$39K -$397K -7,500 -91%
NES
256
New England Securities
New York
$34K +$31.7K +600 New
SAM
257
Shamrock Asset Management
Texas
$30K -$12.3K -232 -30%
FNBT
258
FineMark National Bank & Trust
Florida
$28K +$635 +12 +2%
TRCT
259
Tower Research Capital (TRC)
New York
$27K +$4.71K +89 +23%
FHA
260
First Horizon Advisors
Tennessee
$26K +$6.56K +124 +36%
WA
261
WealthTrust-Arizona
Arizona
$22K
BKA
262
Brick & Kyle Associates
Pennsylvania
$20K +$18.5K +350 New
WA
263
WFG Advisors
Texas
$17K +$15.9K +300 New
Manulife (Manufacturers Life Insurance)
264
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.2K -$175K -3,314 -1%
HF
265
Hoxton Financial
West Virginia
$14K
GAM
266
Gemmer Asset Management
California
$13K
CHP
267
Cable Hill Partners
Oregon
$13K +$12.6K +238 New
WA
268
Winfield Associates
Ohio
$11K
Acadian Asset Management
269
Acadian Asset Management
Massachusetts
$8K +$3.38K +64 +69%
BFEC
270
Benjamin F. Edwards & Company
Missouri
$6K
EFSCE
271
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
LNB
272
Ledyard National Bank
$6K
Bessemer Group
273
Bessemer Group
New Jersey
$5K
TDC
274
Thompson Davis & Co
Virginia
$5K +$370 +7 +8%
KTC
275
Kistler-Tiffany Companies
Pennsylvania
$4K

ALGN Hedge Fund Activity: Q4 2014 in Review

283 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2014, worth a combined $3.83B — up 11% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ALGN positions and 30 closed out — a net gain of 13 holders — while 100 added to existing stakes and 107 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $58.1M. The largest seller was Gotham Asset Management, cutting an estimated $42.9M.

  • 283 institutional investors held Align Technology (ALGN) as of Q4 2014, up from 276 in Q3 2014.
  • Funds reported $3.83B of Align Technology stock for Q4 2014, up 11% quarter-over-quarter.
  • 43 funds opened new Align Technology positions in Q4 2014 and 30 closed out, a net change of +13 holders.
  • The largest Align Technology buyer in Q4 2014 was AllianceBernstein, an estimated $58.1M added.
  • The largest Align Technology seller in Q4 2014 was Gotham Asset Management, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2014.