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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
LS
426
Livforsakringsbolaget Skandia
Sweden
$210K
SCA
427
Summit Creek Advisors
Minnesota
$206K +$186K +1,370 New
GCC
428
Guardian Capital (Canada)
Ontario, Canada
$206K +$186K +1,371 New
CCM
429
Coldstream Capital Management
Washington
$202K +$182K +1,345 New
NA
430
Neuburgh Advisers
California
$194K -$456K -3,366 -72%
SOADOR
431
State of Alaska Department of Revenue
Alaska
$192K +$174K +1,280 New
GXMC
432
Global X Management Company
New York
$179K +$136K +1,005 +540%
CBOA
433
Commonwealth Bank of Australia
Australia
$169K +$14.5K +107 +10%
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$162K
FCM
435
Flinton Capital Management
Pennsylvania
$160K -$376K -2,772 -72%
TCOV
436
Trust Company of Vermont
Vermont
$152K +$18.3K +135 +15%
RCM
437
Riverhead Capital Management
Delaware
$150K -$325K -2,400 -71%
GC
438
Globeflex Capital
California
$150K -$190K -1,400 -58%
AIM
439
Assured Investment Management
New York
$148K +$134K +989 New
AssetMark Inc
440
AssetMark Inc
California
$145K +$7.46K +55 +6%
WAM
441
Wealthspire Advisors (Maryland)
Maryland
$137K +$14.2K +105 +13%
TAM
442
Tyers Asset Management
Texas
$125K -$295K -2,178 -72%
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$118K
GWM
444
Geneos Wealth Management
Colorado
$106K +$33.5K +247 +53%
EWM
445
Endurance Wealth Management
Rhode Island
$105K
CTC
446
Central Trust Company
Missouri
$105K +$53.2K +392 +129%
Schroder Investment Management Group
447
Schroder Investment Management Group
United Kingdom
$104K +$94.9K +700 New
GHCM
448
Glen Harbor Capital Management
California
$91K -$215K -1,584 -72%
CAW
449
Cornerstone Advisors (Washington)
Washington
$86K
CCM
450
Cribstone Capital Management
Maine
$85K -$13.6K -100 -15%