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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
WAM
151
World Asset Management
Michigan
$384K -$65.4K -1,498 -16%
PI
152
PineBridge Investments
New York
$382K -$7.2K -165 -2%
SCM
153
Stonebridge Capital Management
California
$363K -$154K -3,525 -32%
HI
154
HBK Investments
Texas
$361K +$327K +7,500 New
HSBC Holdings
155
HSBC Holdings
United Kingdom
$340K -$13.8K -315 -4%
Brown Advisory
156
Brown Advisory
Maryland
$326K -$13.1K -300 -4%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$322K -$2.44K -56 -0.8%
EVM
158
Eaton Vance Management
Massachusetts
$308K – – –
TAM
159
Tocqueville Asset Management
New York
$308K – – –
Jacobs Levy Equity Management
160
Jacobs Levy Equity Management
New Jersey
$308K +$30.6K +700 +12%
CEP
161
Chicago Equity Partners
Illinois
$305K +$277K +6,350 New
AIP
162
Ameritas Investment Partners
Nebraska
$303K +$275K +6,307 New
ZIM
163
Zacks Investment Management
Illinois
$300K +$272K +6,228 New
AG
164
Aperio Group
California
$296K +$23.2K +531 +9%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$289K – – –
WMSA
166
Weiss Multi-Strategy Advisers
New York
$280K +$255K +5,830 New
PP
167
Paloma Partners
Connecticut
$274K +$249K +5,700 New
TRCT
168
Tower Research Capital (TRC)
New York
$269K +$244K +5,599 New
PI
169
Placemark Investments
Illinois
$268K -$21.2K -486 -8%
JAMONY
170
Jacob Asset Management of New York
California
$265K – – –
Citigroup
171
Citigroup
New York
$253K +$1.35K +31 +0.6%
SCM
172
Shelton Capital Management
Colorado
$250K +$227K +5,192 New
SCA
173
SAC Capital Advisors
Connecticut
$246K +$115K +2,628 +106%
HIMCH
174
Hartford Investment Management Co (HIMCO)
Connecticut
$244K +$222K +5,077 New
WA
175
WealthTrust Axiom
Pennsylvania
$243K +$221K +5,070 New
5 6
7
8 9

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.