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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
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$1.32M -$108K -2,080 -8%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$1.31M -$86.8K -1,668 -7%
LMGAM
153
Liberty Mutual Group Asset Management
Massachusetts
$1.29M +$13.6K +262 +1%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$1.27M +$139K +2,681 +13%
First Trust Advisors
155
First Trust Advisors
Illinois
$1.19M -$744K -14,301 -40%
Fisher Asset Management
156
Fisher Asset Management
Washington
$1.18M +$1.1M +21,118 New
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$1.15M +$20.8K +400 +2%
IRF
158
IBM Retirement Fund
New York
$1.11M +$1.03M +19,728 New
MERSOM
159
Municipal Employees' Retirement System of Michigan
Michigan
$1.09M – – –
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$1.08M – – –
GAM
161
Gotham Asset Management
New York
$1.06M -$9.45M -181,593 -91%
AAM
162
Autus Asset Management
Arizona
$1.01M +$133K +2,555 +16%
GF
163
Gabelli Funds
New York
$1.01M -$104K -2,000 -10%
TRSOTSOK
164
Teachers Retirement System of the State of Kentucky
Kentucky
$986K -$239K -4,600 -21%
PPSG
165
Princeton Portfolio Strategies Group
New Jersey
$947K – – –
Jennison Associates
166
Jennison Associates
New York
$886K +$41.2K +792 +5%
PG
167
PEAK6 Group
Illinois
$874K -$1.71M -32,831 -68%
WFM
168
Wilmington Funds Management
Delaware
$863K -$187K -3,603 -19%
IPC
169
Independent Portfolio Consultants
Florida
$840K +$416K +8,000 +115%
GC
170
Globeflex Capital
California
$827K – – –
WB
171
WesBanco Bank
West Virginia
$813K +$26K +500 +4%
SFP
172
Santa Fe Partners
New Mexico
$808K -$1.93M -37,130 -72%
FAM
173
Fortaleza Asset Management
Illinois
$807K +$150K +2,890 +25%
MCM
174
Mazama Capital Management
Oregon
$806K +$689K +13,254 +1,172%
Jacobs Levy Equity Management
175
Jacobs Levy Equity Management
New Jersey
$796K -$3.45M -66,297 -82%
5 6
7
8 9

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.