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Align Technology

636 hedge funds and large institutions have $14.3B invested in Align Technology in 2017 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 179 increasing their positions, 273 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 46

15% more funds holding

Funds holding: 553636 (+83)

14% more capital invested

Capital invested by funds: $12.6B → $14.3B (+$1.76B)

3.61% less ownership

Funds ownership: 84.2%80.59% (-3.6%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

34% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 273

38% less call options, than puts

Call options by funds: $173M | Put options by funds: $279M

Holders
636
Holders Change
+83
Holders Change %
+15.01%
% of All Funds
14.43%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.43%
New
134
Increased
179
Reduced
273
Closed
46
Calls
$173M
Puts
$279M
Net Calls
-$105M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
426
Buckingham Strategic Wealth
Missouri
$564K -$28.6K -126 -5%
BOC
427
Barbara Oil Co
Illinois
$555K
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$553K -$128K -564 -18%
MCM
429
McKinley Capital Management
Alaska
$550K -$132K -583 -19%
PCM
430
Parsons Capital Management
Rhode Island
$534K +$16.4K +72 +3%
BFO
431
Boston Family Office
Massachusetts
$534K +$35.2K +155 +7%
BDWM
432
Brewin Dolphin Wealth Management
Ireland
$533K
GXMC
433
Global X Management Company
New York
$533K +$52K +229 +11%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$528K -$66.8K -294 -11%
FB
435
Fulton Bank
Pennsylvania
$527K -$50K -220 -8%
FIM
436
Freedom Investment Management
Connecticut
$524K +$536K +2,359 New
DAS
437
Dynamic Advisor Solutions
Arizona
$518K -$208K -915 -28%
MYAM
438
Meiji Yasuda Asset Management
Japan
$518K -$182K -800 -26%
Daiwa Securities Group
439
Daiwa Securities Group
Japan
$513K -$455K -2,004 -46%
OIA
440
Optimum Investment Advisors
Illinois
$511K
CTC
441
Central Trust Company
Missouri
$507K +$375K +1,651 +261%
CA
442
Cetera Advisors
Colorado
$504K -$57.9K -255 -10%
II
443
IFM Investors
Australia
$502K +$23.6K +104 +5%
RHBC
444
R.H. Bluestein & Co
Michigan
$489K -$68.1K -300 -12%
APP
445
Avantax Planning Partners
Iowa
$488K +$39.3K +173 +9%
ID
446
Integral Derivatives
New York
$484K +$495K +2,179 New
CG
447
Caprock Group
Idaho
$474K +$48.6K +214 +13%
IRF
448
IBM Retirement Fund
New York
$474K +$173K +760 +64%
LA
449
Lucus Advisors
New York
$471K +$482K +2,121 New
KI
450
Koch Industries
Kansas
$467K +$222K +976 +87%

ALGN Hedge Fund Activity: Q4 2017 in Review

636 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2017, worth a combined $14.3B — up 14% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new ALGN positions and 46 closed out — a net gain of 88 holders — while 179 added to existing stakes and 273 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $131M. The largest seller was Wellington Management Group, cutting an estimated $218M.

  • 636 institutional investors held Align Technology (ALGN) as of Q4 2017, up from 553 in Q3 2017.
  • Funds reported $14.3B of Align Technology stock for Q4 2017, up 14% quarter-over-quarter.
  • 134 funds opened new Align Technology positions in Q4 2017 and 46 closed out, a net change of +88 holders.
  • The largest Align Technology buyer in Q4 2017 was Renaissance Technologies, an estimated $131M added.
  • The largest Align Technology seller in Q4 2017 was Wellington Management Group, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2017.