We are live on ! Find out more
ALGN icon

Align Technology
ALGN

275 hedge funds and large institutions have $4.14B invested in Align Technology in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 292 → 275 (-17)

8% less capital invested

Capital invested by funds: $4.5B → $4.14B (-$363M)

21% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $17M

33% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 49

Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
7.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
107
Reduced
93
Closed
49
Calls
$13.5M
Puts
$17M
Net Calls
-$3.5M
Net Calls Change
+$8.42M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$96.9M
2
First Trust Advisors
First Trust Advisors
Illinois
+$57.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$41.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$29.5M
5
Bank of America
Bank of America
North Carolina
+$28.2M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
-$199M
2
HCM
Hitchwood Capital Management
New York
-$75.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$32.9M
4
O
OppenheimerFunds
New York
-$32.1M
5
CCI
Columbus Circle Investors
-$26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$8.12M -$7.32M -122,809 -46%
CS
77
Credit Suisse
Switzerland
$7.61M -$722K -12,117 -8%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$7.31M +$286K +4,791 +4%
GC
79
Guggenheim Capital
Illinois
$6.85M -$1.05M -17,570 -13%
EDRAMF
80
Edmond de Rothschild Asset Management (France)
France
$6.81M – – –
EDRH
81
Edmond de Rothschild Holding
Switzerland
$6.81M – – –
Morgan Stanley
82
Morgan Stanley
New York
$6.43M -$15.4M -258,634 -70%
UCFA
83
United Capital Financial Advisors
Texas
$6.43M -$11.5M -193,632 -63%
ESCM
84
Echo Street Capital Management
New York
$6.29M +$6.61M +110,809 New
JP Morgan Chase
85
JP Morgan Chase
New York
$6.27M -$4.83M -81,060 -42%
PPA
86
Parametric Portfolio Associates
Washington
$6M -$46.4K -778 -0.7%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$5.96M -$83.5K -1,400 -1%
MFWM
88
Motley Fool Wealth Management
Virginia
$5.95M +$2.48M +41,558 +66%
Stifel Financial
89
Stifel Financial
Missouri
$5.76M -$206K -3,447 -3%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$5.74M +$7.99K +134 +0.1%
Swiss National Bank
91
Swiss National Bank
Switzerland
$5.16M +$830K +13,930 +18%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$5.03M +$1.42M +23,779 +37%
UBS Group
93
UBS Group
Switzerland
$4.83M -$296K -4,966 -6%
GF
94
Goodman Financial
Texas
$4.54M +$226K +3,785 +5%
LWCFA
95
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.41M – – –
DCM
96
Daruma Capital Management
New York
$4.21M -$359K -6,028 -8%
ACP
97
Ashfield Capital Partners
California
$4.11M – – –
RCG
98
Ruane, Cunniff & Goldfarb
New York
$4.02M +$4.22M +70,747 New
TA
99
Teachers Advisors
New York
$3.87M +$146K +2,448 +4%
QI
100
QS Investors
New York
$3.85M -$3.32M -55,664 -45%
2 3
4
5 6

ALGN Hedge Fund Activity: Q3 2015 in Review

275 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2015, worth a combined $4.14B — down 8.1% from $4.5B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of ALGN and 33 opened new positions — a net loss of 16 holders — while 93 trimmed existing stakes and 107 added.

The largest buyer was Wells Fargo, adding an estimated $96.9M. The largest seller was William Blair & Company, cutting an estimated $199M.

  • 275 institutional investors held Align Technology (ALGN) as of Q3 2015, down from 292 in Q2 2015.
  • Funds reported $4.14B of Align Technology stock for Q3 2015, down 8.1% quarter-over-quarter.
  • 33 funds opened new Align Technology positions in Q3 2015 and 49 closed out, a net change of -16 holders.
  • The largest Align Technology buyer in Q3 2015 was Wells Fargo, an estimated $96.9M added.
  • The largest Align Technology seller in Q3 2015 was William Blair & Company, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2015.