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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
HF
276
Hoxton Financial
West Virginia
$13K – – –
WA
277
Winfield Associates
Ohio
$11K – – –
Manulife (Manufacturers Life Insurance)
278
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9K -$2.92M -51,249 -20%
Acadian Asset Management
279
Acadian Asset Management
Massachusetts
$10K +$1.59K +28 +18%
EFSCE
280
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
LNB
281
Ledyard National Bank
$6K – – –
Bessemer Group
282
Bessemer Group
New Jersey
$5K -$228 -4 -4%
BFEC
283
Benjamin F. Edwards & Company
Missouri
$5K – – –
KTC
284
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
WCBA
285
Weaver C. Barksdale & Associates
Tennessee
$3K – – –
CGT
286
Capital Guardian Trust
California
$3K +$2.79K +49 New
OSNBOA
287
Old Second National Bank of Aurora
Illinois
$3K +$3.42K +60 New
ACS
288
Archford Capital Strategies
Illinois
$2.26K +$2.39K +42 New
FPFS
289
First Personal Financial Services
North Carolina
$2K – – –
W
290
Wealthfront
California
$2K +$1.99K +35 +3,500%
SIA
291
Stancorp Investment Advisers
Oregon
$1K – – –
RCG
292
Ruggie Capital Group
Florida
$1K +$1.37K +24 New
ZB
293
Zions Bancorporation
Utah
$1K +$1.43K +25 New
EAM
294
Eagle Asset Management
Florida
– -$37.8M -675,368 Closed
SGAM
295
Smith Group Asset Management
Texas
– -$22M -391,779 Closed
MACM
296
March Altus Capital Management
Connecticut
– -$11M -196,368 Closed
CC
297
Carlson Capital
Texas
– -$7.43M -132,900 Closed
JIM
298
Jupiter Investment Management
United Kingdom
– -$7.18M -128,362 Closed
PSC
299
Prentiss Smith & Co
Vermont
– -$3.78M -67,598 Closed
MPM
300
Meritage Portfolio Management
Kansas
– -$3.2M -57,165 Closed
10 11
12
13 14

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.