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Align Technology
ALGN

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: 192 → 206 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.4M
2
Norges Bank
Norges Bank
Norway
+$47.9M
3
BA
BlackRock Advisors
Delaware
+$20.7M
4
NFA
Nationwide Fund Advisors
Ohio
+$20.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$18.1M

Top Sellers

Rank Fund Capital Flow
1
SAM
Sectoral Asset Management
Quebec, Canada
-$87.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.1M
3
RG
Redmile Group
California
-$38.8M
4
GCM
Geneva Capital Management
Wisconsin
-$20.3M
5
MA
MUFG Americas
New York
-$16.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
101
STRS Ohio
Ohio
$2.3M -$100K -2,300 -5%
PP
102
PDT Partners
New York
$2.18M +$312K +7,158 +19%
PI
103
Putnam Investments
Massachusetts
$2.09M -$182K -4,179 -9%
Allianz Asset Management
104
Allianz Asset Management
Germany
$2M +$1.81M +41,550 New
CAM
105
Capstone Asset Management
Texas
$1.93M +$34.9K +800 +2%
WA
106
Wasatch Advisors
Utah
$1.88M -$354K -8,114 -17%
Federated Hermes
107
Federated Hermes
Pennsylvania
$1.83M +$1.67M +38,142 New
GF
108
Gabelli Funds
New York
$1.78M – – –
Neuberger Berman Group
109
Neuberger Berman Group
New York
$1.62M +$1.47M +33,610 New
GI
110
GAMCO Investors
Connecticut
$1.44M -$43.7K -1,000 -3%
BAMCO Inc
111
BAMCO Inc
New York
$1.43M – – –
Renaissance Technologies
112
Renaissance Technologies
New York
$1.39M +$34.9K +800 +3%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.38M +$128K +2,941 +11%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$1.34M -$96K -2,200 -7%
UBS AM
115
UBS AM
Illinois
$1.27M – – –
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$1.2M -$218K -5,000 -17%
MOACM
117
Mutual of America Capital Management
New York
$1.13M +$1.02M +23,400 New
WFM
118
Wilmington Funds Management
Delaware
$1.11M – – –
Wellington Management Group
119
Wellington Management Group
Massachusetts
$1.11M +$1.01M +23,120 New
BJ
120
BlackRock Japan
Japan
$1.05M +$950K +21,772 New
GA
121
Geneva Advisors
Illinois
$1.02M +$345K +7,895 +59%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$969K -$234K -5,370 -21%
AQR Capital Management
123
AQR Capital Management
Connecticut
$958K +$292K +6,700 +51%
PA
124
Profund Advisors
Maryland
$955K +$124K +2,834 +17%
NI
125
Numeric Investors
Massachusetts
$952K +$864K +19,800 New
3 4
5
6 7

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.