We are live on ! Find out more
ALGN icon

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
CEP
301
Chicago Equity Partners
Illinois
– -$2.78M -49,645 Closed
FLAM
302
First Light Asset Management
Minnesota
– -$2.05M -36,739 Closed
HT
303
HAP Trading
New York
– -$1.84M -32,851 Closed
AFA
304
Abacus FCF Advisors
Florida
– -$1.77M -31,735 Closed
NAM
305
NorthCoast Asset Management
Connecticut
– -$1.33M -23,748 Closed
First Trust Advisors
306
First Trust Advisors
Illinois
– -$1.22M -21,863 Closed
PP
307
PDT Partners
New York
– -$1.18M -21,027 Closed
CAM
308
Cortina Asset Management
Wisconsin
– -$1.09M -19,555 Closed
RA
309
Royce & Associates
New York
– -$978K -17,500 Closed
NCCM
310
Nine Chapters Capital Management
New Jersey
– -$973K -17,400 Closed
Jacobs Levy Equity Management
311
Jacobs Levy Equity Management
New Jersey
– -$934K -16,700 Closed
GC
312
Globeflex Capital
California
– -$825K -14,764 Closed
HIM
313
Hillsdale Investment Management
Ontario, Canada
– -$666K -11,920 Closed
KSA
314
Ken Stern & Associates
California
– -$639K -11,421 Closed
SFP
315
Santa Fe Partners
New Mexico
– -$602K -10,757 Closed
CWM
316
Calamos Wealth Management
Illinois
– -$567K -10,135 Closed
BMCMI
317
Bryn Mawr Capital Management Inc
Pennsylvania
– -$545K -9,751 Closed
ST
318
Spot Trading
Illinois
– -$476K -8,515 Closed
Canada Pension Plan Investment Board
319
Canada Pension Plan Investment Board
Ontario, Canada
– -$475K -8,500 Closed
JG
320
Jefferies Group
New York
– -$474K -8,494 Closed
PAM
321
Paradigm Asset Management
New York
– -$425K -7,600 Closed
RG
322
Renaissance Group
Kentucky
– -$286K -5,121 Closed
MCM
323
Manchester Capital Management
Vermont
– -$270K -4,835 Closed
DAS
324
Dynamic Advisor Solutions
Arizona
– -$217K -3,873 Closed
CA
325
Commerzbank Aktiengesellschaft
Germany
– -$200K -3,578 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.