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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
BOC
376
Barbara Oil Co
Illinois
$375K
FDCDDQ
377
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K +$214K +1,580 +176%
MERSOM
378
Municipal Employees' Retirement System of Michigan
Michigan
$371K -$4.37M -32,240 -93%
OIA
379
Optimum Investment Advisors
Illinois
$345K
PAG
380
Private Advisor Group
New Jersey
$344K -$94K -693 -23%
RCM
381
Radnor Capital Management
Pennsylvania
$342K
KeyBank National Association
382
KeyBank National Association
Ohio
$336K +$303K +2,237 New
NBC
383
Neuberger Berman Canada
Ontario, Canada
$330K
PCM
384
Parsons Capital Management
Rhode Island
$330K +$298K +2,200 New
FIM
385
Freedom Investment Management
Connecticut
$327K +$296K +2,180 New
EAMA
386
EFG Asset Management (Americas)
Florida
$327K +$296K +2,181 New
W
387
Wealthfront
California
$323K +$27.1K +200 +10%
MC
388
MIG Capital
California
$322K -$28.2K -208 -9%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$313K -$123K -907 -30%
KRSITF
390
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$310K +$280K +2,068 New
APP
391
Avantax Planning Partners
Iowa
$306K +$4.61K +34 +2%
PL
392
Parkwood LLC
Ohio
$302K +$273K +2,012 New
EAM
393
EULAV Asset Management
Florida
$300K +$271K +2,000 New
DT
394
Diversified Trust
Tennessee
$297K -$24K -177 -8%
PPCM
395
Pillar Pacific Capital Management
California
$285K
N
396
Nuveen
North Carolina
$280K -$2.8M -20,615 -92%
BSW
397
Buckingham Strategic Wealth
Missouri
$279K +$8K +59 +3%
CC
398
ClearArc Capital
Ohio
$276K +$250K +1,841 New
MCM
399
McKinley Capital Management
Alaska
$274K -$170K -1,252 -41%
AI
400
Atria Investments
North Carolina
$273K +$247K +1,818 New