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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
MOACM
126
Mutual of America Capital Management
New York
$2.49M -$2.11M -40,469 -48%
DC
127
Deere & Company
Illinois
$2.41M +$89.5K +1,720 +4%
RSS
128
Rosenblum Silverman Sutton
California
$2.08M -$1.85M -35,487 -94%
STC
129
SEI Trust Company
Pennsylvania
$2.07M +$993K +19,084 +107%
WSA
130
Wall Street Associates
California
$2.06M -$198K -3,800 -9%
PP
131
PDT Partners
New York
$2.02M -$697K -13,400 -27%
ProShare Advisors
132
ProShare Advisors
Maryland
$1.97M -$2.51M -48,196 -58%
GA
133
Geneva Advisors
Illinois
$1.93M +$349K +6,700 +24%
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.92M -$144K -2,773 -7%
SOMRS
135
State of Michigan Retirement System
Michigan
$1.9M +$5.2K +100 +0.3%
WA
136
Wasatch Advisors
Utah
$1.88M -$11.8K -227 -0.7%
FLAM
137
First Light Asset Management
Minnesota
$1.85M +$87.9K +1,690 +5%
FIM
138
Fernwood Investment Management
Massachusetts
$1.8M +$44.2K +850 +3%
GT
139
Glenmede Trust
Pennsylvania
$1.78M +$767K +14,735 +87%
UBS AM
140
UBS AM
Illinois
$1.74M +$525K +10,100 +48%
PCP
141
Perimeter Capital Partners
Georgia
$1.7M +$416K +8,003 +36%
BAMCO Inc
142
BAMCO Inc
New York
$1.67M – – –
QBFM
143
QS Batterymarch Financial Management
New York
$1.65M -$169K -3,250 -10%
GKIM
144
GW&K Investment Management
Massachusetts
$1.53M +$559K +10,740 +65%
TD Asset Management
145
TD Asset Management
Ontario, Canada
$1.52M +$1.41M +27,200 New
SG Americas Securities
146
SG Americas Securities
New York
$1.52M +$549K +10,552 +64%
PWS
147
Peloton Wealth Strategists
Indiana
$1.44M +$931K +17,900 New
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$1.4M – – –
AAM
149
Advisors Asset Management
Colorado
$1.38M -$129K -2,471 -9%
CWM
150
Cabot Wealth Management
Massachusetts
$1.35M +$1.26M +24,147 New
4 5
6
7 8

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.