We are live on ! Find out more
ALGN icon

Align Technology

248 hedge funds and large institutions have $3.68B invested in Align Technology in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 20

86% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $17.3M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more funds holding

Funds holding: 206248 (+42)

19% more capital invested

Capital invested by funds: $3.1B → $3.68B (+$585M)

14% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 77

Holders
248
Holders Change
+42
Holders Change %
+20.39%
% of All Funds
7.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
64
Increased
88
Reduced
77
Closed
20
Calls
$32.1M
Puts
$17.3M
Net Calls
+$14.8M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$479M +$24.6M +457,152 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M +$26.1M +484,998 +12%
KCM
3
Kornitzer Capital Management
Kansas
$234M -$24.3M -450,828 -10%
BFA
4
BlackRock Fund Advisors
California
$225M +$4.27M +79,295 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$199M -$47.2M -876,992 -20%
BIT
6
BlackRock Institutional Trust
California
$126M +$8.58M +159,453 +8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$121M -$17.5M -324,343 -13%
EAM
8
Eagle Asset Management
Florida
$117M +$33.6M +624,503 +44%
State Street
9
State Street
Massachusetts
$108M +$21.8M +405,608 +27%
William Blair & Company
10
William Blair & Company
Illinois
$71.8M -$17M -315,567 -20%
Ameriprise
11
Ameriprise
Minnesota
$68.9M -$7.83M -145,484 -11%
DGI
12
Disciplined Growth Investors
Minnesota
$68.8M +$101K +1,869 +0.2%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$63M -$19.3M -357,671 -25%
Northern Trust
14
Northern Trust
Illinois
$62.2M -$1.41M -26,187 -2%
GCM
15
Geneva Capital Management
Wisconsin
$61.5M -$822K -15,272 -1%
TCM
16
TimesSquare Capital Management
New York
$56.9M -$9.42M -175,000 -15%
ORI
17
Oak Ridge Investments
Illinois
$44.7M -$29.7M -552,308 -41%
FAM
18
Fred Alger Management
New York
$44.3M -$10.7M -199,256 -20%
Renaissance Technologies
19
Renaissance Technologies
New York
$38.6M +$34.8M +646,281 +2,244%
CCA
20
Conestoga Capital Advisors
Pennsylvania
$37.7M +$165K +3,067 +0.5%
Wells Fargo
21
Wells Fargo
California
$36.2M +$1.65M +30,726 +5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$33M -$525K -9,762 -2%
BA
23
BlackRock Advisors
Delaware
$33M +$3.23M +60,086 +12%
NFA
24
Nationwide Fund Advisors
Ohio
$30M -$73.8K -1,371 -0.3%
TI
25
Turner Investments
Pennsylvania
$28.4M -$3.8M -70,520 -12%

ALGN Hedge Fund Activity: Q4 2013 in Review

248 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2013, worth a combined $3.68B — up 19% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ALGN positions and 20 closed out — a net gain of 44 holders — while 88 added to existing stakes and 77 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $34.8M. The largest seller was Norges Bank, cutting an estimated $65M.

  • 248 institutional investors held Align Technology (ALGN) as of Q4 2013, up from 206 in Q3 2013.
  • Funds reported $3.68B of Align Technology stock for Q4 2013, up 19% quarter-over-quarter.
  • 64 funds opened new Align Technology positions in Q4 2013 and 20 closed out, a net change of +44 holders.
  • The largest Align Technology buyer in Q4 2013 was Renaissance Technologies, an estimated $34.8M added.
  • The largest Align Technology seller in Q4 2013 was Norges Bank, an estimated $65M sold.

Based on aggregated 13F filings for Q4 2013.