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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
URS
176
Utah Retirement Systems
Utah
$790K +$733K +14,100 New
GI
177
GAMCO Investors
Connecticut
$701K -$52K -1,000 -7%
HIM
178
Hillsdale Investment Management
Ontario, Canada
$696K +$255K +4,900 +65%
CWM
179
Calamos Wealth Management
Illinois
$672K -$14.6K -280 -2%
OAM
180
Oxford Asset Management
United Kingdom
$668K +$617K +11,852 New
PA
181
Profund Advisors
Maryland
$655K -$488K -9,386 -45%
MYLI
182
Meiji Yasuda Life Insurance
Japan
$636K – – –
BJ
183
BlackRock Japan
Japan
$609K -$3.9M -74,906 -87%
AIP
184
Ameritas Investment Partners
Nebraska
$600K -$341K -6,562 -38%
AG
185
Aperio Group
California
$568K +$5.83K +112 +1%
SAM
186
Securian Asset Management
Minnesota
$563K -$15.6K -300 -3%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$560K – – –
Brown Advisory
188
Brown Advisory
Maryland
$557K +$24.9K +478 +5%
US Bancorp
189
US Bancorp
Minnesota
$540K -$15.4K -296 -3%
MWR
190
McAdams Wright Ragen
Washington
$527K – – –
GGHC
191
Gilder Gagnon Howe & Co
New York
$521K +$483K +9,291 New
AB
192
Amalgamated Bank
New York
$510K +$66.6K +1,280 +16%
HSBC Holdings
193
HSBC Holdings
United Kingdom
$498K +$64K +1,230 +16%
LPL Financial
194
LPL Financial
California
$496K -$302K -5,802 -40%
ZIM
195
Zacks Investment Management
Illinois
$489K -$57.2K -1,100 -11%
VIM
196
Veritas Investment Management
United Kingdom
$489K -$29.8K -572 -6%
B
197
Baird
Wisconsin
$488K -$6.5K -125 -1%
CAS
198
CTC Alternative Strategies
Illinois
$465K +$431K +8,290 New
MCM
199
Manchester Capital Management
Vermont
$433K – – –
PAM
200
Paradigm Asset Management
New York
$432K -$93.6K -1,800 -19%
6 7
8
9 10

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.