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Align Technology

290 hedge funds and large institutions have $4.63B invested in Align Technology in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

25% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $13.3M

12% more capital invested

Capital invested by funds: $4.14B → $4.63B (+$492M)

5% more funds holding

Funds holding: 275290 (+15)

5% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 96

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
7.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
101
Reduced
96
Closed
27
Calls
$16.6M
Puts
$13.3M
Net Calls
+$3.36M
Net Calls Change
+$6.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$16.4M +$4.13M +64,340 +35%
EAM
52
Eagle Asset Management
Florida
$16.2M +$1.75M +27,220 +12%
TIM
53
Thornburg Investment Management
New Mexico
$16M -$3.61M -56,225 -19%
RG
54
Rathbones Group
United Kingdom
$15.7M +$5.65M +88,000 +51%
Principal Financial Group
55
Principal Financial Group
Iowa
$15.4M +$292K +4,547 +2%
Charles Schwab
56
Charles Schwab
California
$15.1M +$673K +10,489 +5%
QCMC
57
Quantum Capital Management (California)
California
$14.6M -$942K -14,677 -6%
GKIM
58
GW&K Investment Management
Massachusetts
$14.1M +$99.9K +1,557 +0.7%
VAM
59
Vontobel Asset Management
New York
$13.8M +$13.5M +209,838 New
BIM
60
BlackRock Investment Management
Delaware
$13.8M -$65.1K -1,015 -0.5%
AIMCA
61
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.7M -$622K -9,700 -4%
Invesco
62
Invesco
Georgia
$13.5M +$42.1K +657 +0.3%
Axa
63
Axa
France
$12.8M -$199K -3,100 -2%
JIM
64
Jupiter Investment Management
United Kingdom
$12.6M +$2.18M +34,039 +22%
RFC
65
Russell Frank Company
Washington
$11.7M +$1.22M +19,026 +12%
RCAMU
66
Rothschild & Co Asset Management US
Connecticut
$11.7M -$262K -4,084 -2%
UBS AM
67
UBS AM
Illinois
$11.6M +$7.62M +118,718 +208%
Massachusetts Financial Services
68
Massachusetts Financial Services
Massachusetts
$11.5M -$5.04M -78,599 -31%
Morgan Stanley
69
Morgan Stanley
New York
$10.3M +$2.8M +43,682 +39%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$9.85M +$143K +2,231 +2%
GC
71
Guggenheim Capital
Illinois
$9.76M +$1.77M +27,566 +23%
US Bancorp
72
US Bancorp
Minnesota
$9.46M +$7.79M +121,429 +545%
AIG
73
American International Group
New York
$9.2M -$322K -5,017 -3%
CRC
74
Curi RMB Capital
Illinois
$9.01M +$8.78M +136,795 New
MFWM
75
Motley Fool Wealth Management
Virginia
$8.91M +$1.95M +30,415 +29%

ALGN Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2015, worth a combined $4.63B — up 12% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ALGN positions and 27 closed out — a net gain of 19 holders — while 101 added to existing stakes and 96 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $97.4M.

  • 290 institutional investors held Align Technology (ALGN) as of Q4 2015, up from 275 in Q3 2015.
  • Funds reported $4.63B of Align Technology stock for Q4 2015, up 12% quarter-over-quarter.
  • 46 funds opened new Align Technology positions in Q4 2015 and 27 closed out, a net change of +19 holders.
  • The largest Align Technology buyer in Q4 2015 was Columbia Wanger Asset Management, an estimated $110M added.
  • The largest Align Technology seller in Q4 2015 was Fidelity Investments, an estimated $97.4M sold.

Based on aggregated 13F filings for Q4 2015.