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Align Technology

713 hedge funds and large institutions have $24.7B invested in Align Technology in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $21.9B → $24.7B (+$2.8B)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

5% more funds holding

Funds holding: 681713 (+32)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

1.32% less ownership

Funds ownership: 79.99%78.67% (-1.3%)

33% less call options, than puts

Call options by funds: $509M | Put options by funds: $764M

Holders
713
Holders Change
+32
Holders Change %
+4.7%
% of All Funds
16.3%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.59%
New
86
Increased
252
Reduced
279
Closed
49
Calls
$509M
Puts
$764M
Net Calls
-$254M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
426
Steward Partners Investment Advisory
New York
$948K +$737K +1,997 +469%
WI
427
WrapManager Inc
California
$941K -$79.7K -216 -8%
BDWM
428
Brewin Dolphin Wealth Management
Ireland
$939K
EOJOAM
429
E. Ohman J:or Asset Management
Sweden
$939K
APA
430
American Portfolios Advisors
New York
$935K +$197K +534 +29%
BUB
431
BBVA USA Bancshares
Texas
$929K -$15.9K -43 -2%
Envestnet Asset Management
432
Envestnet Asset Management
Illinois
$924K -$7.96M -21,566 -90%
BCM
433
Brown Capital Management
Maryland
$923K +$46.5K +126 +6%
MWM
434
Meridian Wealth Management
Kentucky
$916K -$61.6K -167 -7%
BOH
435
Bank of Hawaii
Hawaii
$911K +$529K +1,433 +160%
HFS
436
HL Financial Services
Kentucky
$906K +$66.4K +180 +8%
BFO
437
Boston Family Office
Massachusetts
$904K -$94.1K -255 -10%
TAM
438
Tyers Asset Management
Texas
$895K +$48.7K +132 +6%
P
439
Pitcairn
Pennsylvania
$880K -$11.8K -32 -1%
Qube Research & Technologies (QRT)
440
Qube Research & Technologies (QRT)
United Kingdom
$878K -$232K -628 -22%
Connor, Clark & Lunn Investment Management (CC&L)
441
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$870K -$221K -600 -21%
APP
442
Avantax Planning Partners
Iowa
$851K
FHA
443
Flagship Harbor Advisors
Massachusetts
$799K +$64.6K +175 +9%
FFA
444
First Foundation Advisors
California
$798K +$100K +271 +15%
FB
445
Fulton Bank
Pennsylvania
$796K +$27.3K +74 +4%
MYAM
446
Meiji Yasuda Asset Management
Japan
$786K
LSA
447
L & S Advisors
California
$786K +$742K +2,010 New
RHBC
448
R.H. Bluestein & Co
Michigan
$782K
KJHP
449
K.J. Harrison & Partners
Ontario, Canada
$782K +$738K +2,000 New
CC
450
ClearArc Capital
Ohio
$750K +$18.8K +51 +3%

ALGN Hedge Fund Activity: Q3 2018 in Review

713 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2018, worth a combined $24.7B — up 13% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ALGN positions and 49 closed out — a net gain of 37 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $130M. The largest seller was Arrowstreet Capital, cutting an estimated $126M.

  • 713 institutional investors held Align Technology (ALGN) as of Q3 2018, up from 681 in Q2 2018.
  • Funds reported $24.7B of Align Technology stock for Q3 2018, up 13% quarter-over-quarter.
  • 86 funds opened new Align Technology positions in Q3 2018 and 49 closed out, a net change of +37 holders.
  • The largest Align Technology buyer in Q3 2018 was Citadel Advisors, an estimated $130M added.
  • The largest Align Technology seller in Q3 2018 was Arrowstreet Capital, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2018.