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Align Technology
ALGN

294 hedge funds and large institutions have $3.73B invested in Align Technology in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 113 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

28% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 88

17% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $11.2M

4% more funds holding

Funds holding: 283 → 294 (+11)

2% less capital invested

Capital invested by funds: $3.83B → $3.73B (-$91.3M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
55
Increased
113
Reduced
88
Closed
39
Calls
$13.1M
Puts
$11.2M
Net Calls
+$1.92M
Net Calls Change
-$16.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$85.7M
2
SIG
Senator Investment Group
New York
+$57M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$54.3M
4
William Blair & Company
William Blair & Company
Illinois
+$39.7M
5
Deutsche Bank
Deutsche Bank
Germany
+$32.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$140M
2
KCM
Kornitzer Capital Management
Kansas
-$59.1M
3
EAM
Eagle Asset Management
Florida
-$37.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.3M
5
FAM
Fred Alger Management
New York
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
201
Amici Capital
New York
$488K +$517K +9,072 New
NMIMC
202
Northwestern Mutual Investment Management Company
Wisconsin
$486K +$515K +9,040 New
GI
203
GAMCO Investors
Connecticut
$484K – – –
LA
204
Lucus Advisors
New York
$474K +$28.9K +508 +6%
GGHC
205
Gilder Gagnon Howe & Co
New York
$473K – – –
SW
206
SVB Wealth
Massachusetts
$465K +$493K +8,651 New
VIM
207
Veritas Investment Management
United Kingdom
$458K +$485K +8,514 New
Calamos Advisors
208
Calamos Advisors
Illinois
$446K -$23.1M -406,071 -98%
Brown Advisory
209
Brown Advisory
Maryland
$443K -$105K -1,851 -18%
PSUF
210
People's United Financial
Connecticut
$437K +$463K +8,123 New
HSBC Holdings
211
HSBC Holdings
United Kingdom
$427K +$453K +7,947 New
TI
212
Trexquant Investment
Connecticut
$419K +$444K +7,800 New
LPL Financial
213
LPL Financial
California
$402K -$59.7K -1,048 -12%
CAM
214
Capstone Asset Management
Texas
$392K +$25.1K +440 +6%
CG
215
Clinton Group
New York
$391K +$414K +7,266 New
NIT
216
NumerixS Investment Technologies
British Columbia, Canada
$376K +$399K +7,000 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$373K +$43.9K +771 +13%
SCM
218
Shelton Capital Management
Colorado
$372K -$32.7K -574 -8%
BUB
219
BBVA USA Bancshares
Texas
$352K +$25.5K +447 +7%
EVM
220
Eaton Vance Management
Massachusetts
$350K – – –
AIM
221
abrdn Investment Management
United Kingdom
$339K – – –
NERM
222
New England Research & Management
Illinois
$325K +$345K +6,050 New
WAM
223
World Asset Management
Michigan
$322K +$2.34K +41 +0.7%
NI
224
Numeric Investors
Massachusetts
$317K +$336K +5,900 New
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$314K -$4.44M -77,996 -93%
7 8
9
10 11

ALGN Hedge Fund Activity: Q1 2015 in Review

294 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2015, worth a combined $3.73B — down 2.4% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ALGN positions and 39 closed out — a net gain of 16 holders — while 113 added to existing stakes and 88 trimmed.

The largest buyer was Wells Fargo, adding an estimated $85.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $140M.

  • 294 institutional investors held Align Technology (ALGN) as of Q1 2015, up from 283 in Q4 2014.
  • Funds reported $3.73B of Align Technology stock for Q1 2015, down 2.4% quarter-over-quarter.
  • 55 funds opened new Align Technology positions in Q1 2015 and 39 closed out, a net change of +16 holders.
  • The largest Align Technology buyer in Q1 2015 was Wells Fargo, an estimated $85.7M added.
  • The largest Align Technology seller in Q1 2015 was T. Rowe Price Associates, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2015.