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Align Technology
ALGN

269 hedge funds and large institutions have $3.74B invested in Align Technology in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $19.7M

12% more capital invested

Capital invested by funds: $3.34B → $3.74B (+$398M)

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

1% more funds holding

Funds holding: 267 → 269 (+2)

21% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 109

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
7.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
86
Reduced
109
Closed
41
Calls
$31.5M
Puts
$19.7M
Net Calls
+$11.8M
Net Calls Change
+$2.65M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$86M
2
William Blair & Company
William Blair & Company
Illinois
+$84.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$50.6M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$39.2M
5
NFA
Nationwide Fund Advisors
Ohio
+$31.9M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
-$64.2M
2
BIT
BlackRock Institutional Trust
California
-$32.7M
3
State Street
State Street
Massachusetts
-$26.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$25.2M
5
Millennium Management
Millennium Management
New York
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$14.1M +$7.52M +144,639 +134%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$14.1M +$2.64M +50,666 +25%
Goldman Sachs
53
Goldman Sachs
New York
$13.8M +$5.19M +99,744 +68%
SO
54
STRS Ohio
Ohio
$13.4M +$10.5M +202,400 +538%
CS
55
Credit Suisse
Switzerland
$13.2M +$588K +11,306 +5%
Deutsche Bank
56
Deutsche Bank
Germany
$12.4M +$3.08M +59,284 +37%
UCFA
57
United Capital Financial Advisors
Texas
$12.2M – – –
Bank of America
58
Bank of America
North Carolina
$11.7M +$7.86M +151,074 +265%
BIM
59
BlackRock Investment Management
Delaware
$11.5M -$8.81M -169,365 -45%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$11.1M -$172K -3,300 -2%
Prudential Financial
61
Prudential Financial
New Jersey
$11M -$2.23M -42,921 -18%
PP
62
Paloma Partners
Connecticut
$10.8M +$10M +192,365 New
Morgan Stanley
63
Morgan Stanley
New York
$10.7M -$16.1M -310,371 -62%
AAMU
64
Amundi Asset Management US
Massachusetts
$10.6M +$987K +18,980 +11%
RCAMU
65
Rothschild & Co Asset Management US
Connecticut
$10.4M +$2.96M +56,929 +44%
Principal Financial Group
66
Principal Financial Group
Iowa
$10.3M -$431K -8,290 -4%
PAI
67
Palo Alto Investors
California
$9.91M +$8.79M +169,000 +2,170%
RG
68
Redmile Group
California
$9.83M -$6.2M -119,160 -40%
VAM
69
Visium Asset Management
New York
$9.71M +$680K +13,064 +8%
MAA
70
Managed Account Advisors
New Jersey
$9.59M -$579K -11,121 -6%
QCMC
71
Quantum Capital Management (California)
California
$8.63M -$695K -13,358 -8%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$8.6M +$1.07M +20,490 +15%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$8.57M -$6.53M -125,580 -45%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$8.31M +$8.53K +164 +0.1%
AIG
75
American International Group
New York
$8.04M -$2.67M -51,241 -26%
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3
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ALGN Hedge Fund Activity: Q2 2014 in Review

269 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q2 2014, worth a combined $3.74B — up 12% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ALGN positions and 41 closed out — a net gain of 2 holders — while 86 added to existing stakes and 109 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $86M. The largest seller was BlackRock Fund Advisors, cutting an estimated $64.2M.

  • 269 institutional investors held Align Technology (ALGN) as of Q2 2014, up from 267 in Q1 2014.
  • Funds reported $3.74B of Align Technology stock for Q2 2014, up 12% quarter-over-quarter.
  • 43 funds opened new Align Technology positions in Q2 2014 and 41 closed out, a net change of +2 holders.
  • The largest Align Technology buyer in Q2 2014 was T. Rowe Price Associates, an estimated $86M added.
  • The largest Align Technology seller in Q2 2014 was BlackRock Fund Advisors, an estimated $64.2M sold.

Based on aggregated 13F filings for Q2 2014.