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Align Technology
ALGN

275 hedge funds and large institutions have $4.14B invested in Align Technology in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 292 → 275 (-17)

8% less capital invested

Capital invested by funds: $4.5B → $4.14B (-$363M)

21% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $17M

33% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 49

Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
7.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
107
Reduced
93
Closed
49
Calls
$13.5M
Puts
$17M
Net Calls
-$3.5M
Net Calls Change
+$8.42M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$96.9M
2
First Trust Advisors
First Trust Advisors
Illinois
+$57.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$41.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$29.5M
5
Bank of America
Bank of America
North Carolina
+$28.2M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
-$199M
2
HCM
Hitchwood Capital Management
New York
-$75.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$32.9M
4
O
OppenheimerFunds
New York
-$32.1M
5
CCI
Columbus Circle Investors
-$26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$266M -$5.84M -97,956 -2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$251M +$41.2M +691,402 +19%
Wells Fargo
3
Wells Fargo
California
$245M +$96.9M +1,625,798 +60%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$210M +$220M +3,692,895 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$190M +$7.33M +123,012 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$174M -$4.33M -72,700 -2%
Ameriprise
7
Ameriprise
Minnesota
$143M -$8.57M -143,677 -5%
BFA
8
BlackRock Fund Advisors
California
$140M +$1.93M +32,326 +1%
BIT
9
BlackRock Institutional Trust
California
$121M -$16.1M -269,806 -11%
State Street
10
State Street
Massachusetts
$114M +$4.58M +76,901 +4%
WRF
11
Waddell & Reed Financial
Kansas
$113M -$13.9M -232,903 -10%
Jennison Associates
12
Jennison Associates
New York
$103M -$921K -15,448 -0.8%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$86.1M +$2.1M +35,166 +2%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$79.4M +$3.77M +63,296 +5%
VAM
15
Visium Asset Management
New York
$77.7M +$21.3M +356,992 +35%
Deutsche Bank
16
Deutsche Bank
Germany
$70.7M +$12.2M +204,315 +20%
CWAM
17
Columbia Wanger Asset Management
Illinois
$70M +$21.7M +364,413 +42%
DGI
18
Disciplined Growth Investors
Minnesota
$67.3M +$920K +15,425 +1%
First Trust Advisors
19
First Trust Advisors
Illinois
$54.3M +$57.1M +957,407 New
Northern Trust
20
Northern Trust
Illinois
$50.8M +$275K +4,618 +0.5%
Millennium Management
21
Millennium Management
New York
$50.2M -$932K -15,625 -2%
KCM
22
Kornitzer Capital Management
Kansas
$49.5M -$16.5M -276,507 -24%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$48.4M -$11.3M -189,241 -18%
ORI
24
Oak Ridge Investments
Illinois
$47.5M +$1.96M +32,943 +4%
ACM
25
Apex Capital Management
Ohio
$46.7M +$1.99M +33,383 +4%
1
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ALGN Hedge Fund Activity: Q3 2015 in Review

275 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2015, worth a combined $4.14B — down 8.1% from $4.5B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of ALGN and 33 opened new positions — a net loss of 16 holders — while 93 trimmed existing stakes and 107 added.

The largest buyer was Wells Fargo, adding an estimated $96.9M. The largest seller was William Blair & Company, cutting an estimated $199M.

  • 275 institutional investors held Align Technology (ALGN) as of Q3 2015, down from 292 in Q2 2015.
  • Funds reported $4.14B of Align Technology stock for Q3 2015, down 8.1% quarter-over-quarter.
  • 33 funds opened new Align Technology positions in Q3 2015 and 49 closed out, a net change of -16 holders.
  • The largest Align Technology buyer in Q3 2015 was Wells Fargo, an estimated $96.9M added.
  • The largest Align Technology seller in Q3 2015 was William Blair & Company, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2015.