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Align Technology

602 hedge funds and large institutions have $11.9B invested in Align Technology in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 211 increasing their positions, 238 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.41% less ownership

Funds ownership: 89.54%82.13% (-7.4%)

11% less funds holding

Funds holding: 678602 (-76)

11% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 238

36% less capital invested

Capital invested by funds: $18.6B → $11.9B (-$6.69B)

36% less call options, than puts

Call options by funds: $307M | Put options by funds: $483M

52% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 142

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
602
Holders Change
-76
Holders Change %
-11.21%
% of All Funds
13.2%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.11%
New
68
Increased
211
Reduced
238
Closed
142
Calls
$307M
Puts
$483M
Net Calls
-$176M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$501K +$1.25K +6 +0.2%
NF
377
Nikulski Financial
Iowa
$501K +$14.6K +70 +3%
AIP
378
Ameritas Investment Partners
Nebraska
$500K
FFN
379
Focus Financial Network
Minnesota
$497K -$83.2K -400 -13%
PSUF
380
People's United Financial
Connecticut
$490K -$279K -1,340 -33%
DADC
381
D.A. Davidson & Co
Montana
$484K -$541K -2,603 -49%
IWS
382
Insight Wealth Strategies
California
$483K +$56.3K +271 +11%
PCM
383
Palisade Capital Management
New Jersey
$479K +$551K +2,650 New
PAG
384
Private Advisor Group
New Jersey
$474K -$787M -3,783,970 -100%
CC
385
Chicago Capital
Illinois
$472K +$169K +812 +45%
AFC
386
AFT Forsyth & Company
Florida
$456K
WI
387
WrapManager Inc
California
$456K +$17.5K +84 +3%
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$454K -$26.6K -128 -5%
BOC
389
Barbara Oil Co
Illinois
$452K
Bessemer Group
390
Bessemer Group
New Jersey
$444K -$41.6M -200,268 -99%
II
391
Inspire Investing
Idaho
$442K +$246K +1,181 +94%
Macquarie Group
392
Macquarie Group
Australia
$434K -$10.6K -51 -2%
CL
393
CIM LLC
New York
$428K +$17K +82 +4%
SRAM
394
Stone Ridge Asset Management
New York
$426K +$104K +500 +27%
HAG
395
HighPoint Advisor Group
Illinois
$424K +$139K +668 +69%
SMFS
396
Squar Milner Financial Services
California
$421K +$251K +1,209 +1,550%
MFAM
397
Motley Fool Asset Management
Virginia
$413K -$16.8M -80,707 -97%
GHCM
398
Glen Harbor Capital Management
California
$402K +$140K +672 +43%
APP
399
Avantax Planning Partners
Iowa
$397K -$4.57K -22 -1%
ZF
400
Zhang Financial
Michigan
$396K -$20.8K -100 -4%

ALGN Hedge Fund Activity: Q3 2019 in Review

602 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2019, worth a combined $11.9B — down 36% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of ALGN and 68 opened new positions — a net loss of 74 holders — while 238 trimmed existing stakes and 211 added.

The largest buyer was Edgewood Management, adding an estimated $340M. The largest seller was Private Advisor Group, cutting an estimated $787M.

  • 602 institutional investors held Align Technology (ALGN) as of Q3 2019, down from 678 in Q2 2019.
  • Funds reported $11.9B of Align Technology stock for Q3 2019, down 36% quarter-over-quarter.
  • 68 funds opened new Align Technology positions in Q3 2019 and 142 closed out, a net change of -74 holders.
  • The largest Align Technology buyer in Q3 2019 was Edgewood Management, an estimated $340M added.
  • The largest Align Technology seller in Q3 2019 was Private Advisor Group, an estimated $787M sold.

Based on aggregated 13F filings for Q3 2019.