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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
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$15.7M +$1.96M +37,030 +15%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.3M +$347K +6,560 +2%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$15.2M +$812K +15,347 +6%
Goldman Sachs
54
Goldman Sachs
New York
$15M -$12.3M -233,233 -46%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$14.2M -$163K -3,086 -1%
Millennium Management
56
Millennium Management
New York
$13.7M +$3.35M +63,249 +35%
PAI
57
Palo Alto Investors
California
$13.1M +$1.12M +21,200 +10%
UCFA
58
United Capital Financial Advisors
Texas
$12.9M +$694K +13,121 +6%
Axa
59
Axa
France
$12.4M -$1.3M -24,600 -10%
AC
60
Ascend Capital
California
$12.3M +$11.6M +220,000 New
EAM
61
EverPoint Asset Management
Connecticut
$12M -$1.85M -35,000 -14%
BIM
62
BlackRock Investment Management
Delaware
$11.7M -$158K -2,981 -1%
Luther King Capital Management (LKCM)
63
Luther King Capital Management (LKCM)
Texas
$11.5M -$1.58M -29,815 -13%
Invesco
64
Invesco
Georgia
$11.5M +$895K +16,929 +9%
Principal Financial Group
65
Principal Financial Group
Iowa
$11.1M -$816K -15,433 -7%
MACM
66
March Altus Capital Management
Connecticut
$11M +$10.4M +196,368 New
Two Sigma Investments
67
Two Sigma Investments
New York
$9.67M +$6M +113,432 +191%
JP Morgan Chase
68
JP Morgan Chase
New York
$9.15M -$13.1M -246,826 -60%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$8.51M +$76.4K +1,444 +1%
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$8.45M
GC
71
Guggenheim Capital
Illinois
$8.38M -$4.57M -86,364 -37%
Morgan Stanley
72
Morgan Stanley
New York
$8.32M -$6.03M -113,975 -43%
RFC
73
Russell Frank Company
Washington
$8.24M -$275K -5,207 -3%
DIA
74
Denver Investment Advisors
Colorado
$8.23M +$19.2K +363 +0.2%
BG
75
BlackRock Group
United Kingdom
$8.21M +$602K +11,374 +8%

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.