We are live on ! Find out more
ALGN icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$260M -$4.81M -92,414 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$231M -$15.9M -305,434 -7%
KCM
3
Kornitzer Capital Management
Kansas
$219M +$3.18M +61,087 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$191M -$446K -8,576 -0.3%
William Blair & Company
5
William Blair & Company
Illinois
$160M +$84.1M +1,617,104 +131%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$137M +$86M +1,652,995 +210%
BIT
7
BlackRock Institutional Trust
California
$124M -$32.7M -629,390 -22%
WRF
8
Waddell & Reed Financial
Kansas
$122M +$21.8M +418,870 +24%
BFA
9
BlackRock Fund Advisors
California
$115M -$64.2M -1,234,736 -38%
State Street
10
State Street
Massachusetts
$108M -$26.4M -506,897 -21%
EAM
11
Eagle Asset Management
Florida
$106M -$4.3M -82,627 -4%
AllianceBernstein
12
AllianceBernstein
Tennessee
$98.6M -$25.2M -484,048 -22%
TCM
13
TimesSquare Capital Management
New York
$95.4M +$28.6M +549,495 +48%
Citadel Advisors
14
Citadel Advisors
Florida
$78.6M +$50.6M +972,862 +227%
DGI
15
Disciplined Growth Investors
Minnesota
$66.9M -$2.39M -46,013 -4%
Northern Trust
16
Northern Trust
Illinois
$62.9M -$18.4M -353,528 -24%
GCM
17
Geneva Capital Management
Wisconsin
$55.7M -$3.1M -59,620 -6%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$54.1M +$13.3M +255,014 +36%
Ameriprise
19
Ameriprise
Minnesota
$54M -$5.17M -99,368 -9%
Norges Bank
20
Norges Bank
Norway
$48.6M +$25.4M +488,855 +129%
ORI
21
Oak Ridge Investments
Illinois
$44.9M +$313K +6,016 +0.8%
Marshall Wace
22
Marshall Wace
United Kingdom
$43.8M +$30.9M +593,513 +315%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$42.2M +$39.2M +752,930 New
JP Morgan Chase
24
JP Morgan Chase
New York
$36.4M +$7.2M +138,418 +27%
FAM
25
Fred Alger Management
New York
$36M -$8.24M -158,386 -20%
1
2 3 4 5

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.