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Align Technology

206 hedge funds and large institutions have $3.1B invested in Align Technology in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $50M | Put options by funds: $23.5M

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

25% more capital invested

Capital invested by funds: $2.47B → $3.1B (+$628M)

7% more funds holding

Funds holding: 192206 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 81

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
69
Reduced
81
Closed
16
Calls
$50M
Puts
$23.5M
Net Calls
+$26.5M
Net Calls Change
+$8.61M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
Turner Investments
Pennsylvania
$27.3M -$10.3M -236,280 -29%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$25.7M -$513K -11,760 -2%
NFA
28
Nationwide Fund Advisors
Ohio
$25.4M +$20.6M +472,251 +861%
BA
29
BlackRock Advisors
Delaware
$24.8M +$20.7M +473,331 +1,094%
Invesco
30
Invesco
Georgia
$22.6M +$1.62M +37,174 +9%
GIM
31
Granahan Investment Management
Massachusetts
$21.9M -$1.15M -26,450 -5%
Principal Financial Group
32
Principal Financial Group
Iowa
$19.6M +$147K +3,356 +0.8%
TCIM
33
TIAA CREF Investment Management
New York
$19.4M -$264K -6,044 -1%
SAM
34
Sectoral Asset Management
Quebec, Canada
$17.9M -$87.9M -2,013,968 -84%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$15.7M +$866K +19,845 +6%
CAM
36
Cortina Asset Management
Wisconsin
$15.4M -$5.11M -117,032 -27%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.3M +$1.96M +44,789 +16%
DIA
38
Denver Investment Advisors
Colorado
$15.1M -$1.36M -31,050 -9%
ACMM
39
Arbor Capital Management (Minnesota)
Minnesota
$14.1M -$3.1M -70,936 -22%
TA
40
Teachers Advisors
New York
$13.6M -$989K -22,664 -7%
LWCFA
41
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.5M -$975K -22,325 -8%
NTCOC
42
Northern Trust Company of Connecticut
Connecticut
$12.4M -$345K -7,911 -3%
BIM
43
BlackRock Investment Management
Delaware
$11.7M +$503K +11,515 +5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$11.6M +$121K +2,783 +1%
Charles Schwab
45
Charles Schwab
California
$10.8M +$435K +9,973 +5%
JP Morgan Chase
46
JP Morgan Chase
New York
$10.7M +$2.48M +56,923 +34%
OCM
47
OMT Capital Management
California
$9.96M -$3.06M -70,030 -25%
BA
48
Broadview Advisors
Wisconsin
$9.94M -$4.14M -94,900 -31%
Two Sigma Investments
49
Two Sigma Investments
New York
$9.7M +$2.48M +56,819 +39%
AAMU
50
Amundi Asset Management US
Massachusetts
$9.5M -$4.32M -98,974 -33%

ALGN Hedge Fund Activity: Q3 2013 in Review

206 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2013, worth a combined $3.1B — up 25% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ALGN positions and 16 closed out — a net gain of 15 holders — while 69 added to existing stakes and 81 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $93.4M. The largest seller was Sectoral Asset Management, cutting an estimated $87.9M.

  • 206 institutional investors held Align Technology (ALGN) as of Q3 2013, up from 192 in Q2 2013.
  • Funds reported $3.1B of Align Technology stock for Q3 2013, up 25% quarter-over-quarter.
  • 31 funds opened new Align Technology positions in Q3 2013 and 16 closed out, a net change of +15 holders.
  • The largest Align Technology buyer in Q3 2013 was Fidelity Investments, an estimated $93.4M added.
  • The largest Align Technology seller in Q3 2013 was Sectoral Asset Management, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2013.