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Align Technology

502 hedge funds and large institutions have $9.91B invested in Align Technology in 2017 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 171 increasing their positions, 172 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 30

157% more funds holding in top 10

Funds holding in top 10: 718 (+11)

22% more capital invested

Capital invested by funds: $8.13B → $9.91B (+$1.78B)

16% more funds holding

Funds holding: 434502 (+68)

1% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 172

6.14% less ownership

Funds ownership: 88.32%82.18% (-6.1%)

55% less call options, than puts

Call options by funds: $56.5M | Put options by funds: $125M

Holders
502
Holders Change
+68
Holders Change %
+15.67%
% of All Funds
12.52%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.45%
New
102
Increased
171
Reduced
172
Closed
30
Calls
$56.5M
Puts
$125M
Net Calls
-$68.3M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
326
Clinton Group
New York
$642K +$580K +4,276 New
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$631K +$570K +4,204 New
BIA
328
Biondo Investment Advisors
Pennsylvania
$619K +$559K +4,125 New
AIM
329
Achmea Investment Management
Netherlands
$610K
BJL
330
Brighton Jones LLC
Washington
$606K
ECM
331
ETrade Capital Management
Virginia
$604K +$63.3K +467 +13%
TI
332
Turner Investments
Pennsylvania
$600K -$882K -6,500 -62%
PM
333
Precept Management
Texas
$600K -$136K -1,000 -20%
QCMC
334
Quantum Capital Management (California)
California
$599K -$8.07M -59,518 -94%
IG
335
ING Group
Netherlands
$580K +$524K +3,864 New
WI
336
WrapManager Inc
California
$576K +$13.4K +99 +3%
VKH
337
Virtu KCG Holdings
New York
$574K -$786K -5,796 -60%
CI
338
Cavalier Investments
Georgia
$574K
BUB
339
BBVA USA Bancshares
Texas
$564K -$66.9K -493 -12%
PWM
340
Perigon Wealth Management
California
$558K -$116K -854 -19%
Commonwealth Equity Services
341
Commonwealth Equity Services
Massachusetts
$551K +$67.5K +498 +16%
FIM
342
Fernwood Investment Management
Massachusetts
$548K -$17K -125 -3%
EB
343
Eastern Bank
Massachusetts
$543K
SEIA
344
Signature Estate & Investment Advisors
California
$542K -$106K -785 -18%
NI
345
Numeric Investors
Massachusetts
$525K +$475K +3,500 New
DAS
346
Dynamic Advisor Solutions
Arizona
$522K -$42.4K -313 -8%
RFC
347
Regions Financial Corp
Alabama
$497K -$11.7K -86 -3%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$497K +$423K +3,117 +1,615%
IPC
349
Independent Portfolio Consultants
Florida
$495K -$223K -1,647 -33%
Twin Tree Management
350
Twin Tree Management
Texas
$494K +$446K +3,289 New