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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
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.94M -$216K -4,147 -6%
U
102
UBS
Switzerland
$3.92M +$1.71M +32,932 +89%
PSC
103
Prentiss Smith & Co
Vermont
$3.88M +$3.6M +69,281 New
HI
104
HBK Investments
Texas
$3.83M +$1.74M +33,504 +96%
Wellington Management Group
105
Wellington Management Group
Massachusetts
$3.75M -$2.12M -40,686 -38%
Capital Fund Management (CFM)
106
Capital Fund Management (CFM)
France
$3.74M -$6.53M -125,447 -65%
PPA
107
Parametric Portfolio Associates
Washington
$3.68M +$33.3K +640 +1%
SIA
108
Sit Investment Associates
Minnesota
$3.64M +$333K +6,400 +11%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$3.57M -$2.73M -52,556 -45%
VFA
110
Virtus Fund Advisers
Connecticut
$3.53M +$3.28M +62,994 New
DIA
111
Denver Investment Advisors
Colorado
$3.49M +$3.24M +62,278 New
CAM
112
Cortina Asset Management
Wisconsin
$3.4M +$26.7K +513 +0.9%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$3.34M +$3.1M +59,650 New
Two Sigma Advisers
114
Two Sigma Advisers
New York
$3.33M -$3.9M -75,000 -56%
MPM
115
Meritage Portfolio Management
Kansas
$3.29M +$3.06M +58,765 New
LI
116
LMCG Investments
Massachusetts
$3.11M +$2.88M +55,429 New
CEP
117
Chicago Equity Partners
Illinois
$3.06M -$419K -8,060 -13%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$2.94M -$46.8K -900 -2%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$2.87M -$392K -7,528 -13%
CSS
120
Cubist Systematic Strategies
Connecticut
$2.86M +$2.66M +51,104 New
Comerica Bank
121
Comerica Bank
Texas
$2.86M -$264K -5,067 -9%
FQ
122
First Quadrant
California
$2.83M +$328K +6,300 +14%
DCM
123
Driehaus Capital Management
Illinois
$2.58M -$1.78M -34,270 -43%
Macquarie Group
124
Macquarie Group
Australia
$2.56M -$3.49M -67,007 -59%
ASRS
125
Arizona State Retirement System
Arizona
$2.54M +$41.6K +800 +2%
3 4
5
6 7

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.