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Align Technology

553 hedge funds and large institutions have $12.6B invested in Align Technology in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 33

27% more capital invested

Capital invested by funds: $9.91B → $12.6B (+$2.66B)

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

10% more funds holding

Funds holding: 502553 (+51)

2.02% more ownership

Funds ownership: 82.18%84.2% (+2%)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 239

72% less call options, than puts

Call options by funds: $118M | Put options by funds: $421M

Holders
553
Holders Change
+51
Holders Change %
+10.16%
% of All Funds
13.79%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
92
Increased
171
Reduced
239
Closed
33
Calls
$118M
Puts
$421M
Net Calls
-$304M
Net Calls Change
-$236M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
451
Livforsakringsbolaget Skandia
Sweden
$261K
FPS
452
Fieldpoint Private Securities
Connecticut
$255K +$235K +1,371 New
Mariner
453
Mariner
Kansas
$251K -$20K -117 -8%
PI
454
Putnam Investments
Massachusetts
$249K -$17.1K -100 -7%
CCM
455
Coldstream Capital Management
Washington
$243K -$6.85K -40 -3%
Cerity Partners
456
Cerity Partners
New York
$240K +$220K +1,286 New
CAM
457
Cortina Asset Management
Wisconsin
$232K +$213K +1,247 New
DT
458
Diversified Trust
Tennessee
$229K -$128K -750 -38%
CB
459
Chemical Bank
Michigan
$229K +$211K +1,230 New
CG
460
Colony Group
Massachusetts
$228K +$209K +1,223 New
VAM
461
Visionary Asset Management
Texas
$227K +$209K +1,219 New
LOAME
462
Lombard Odier Asset Management (Europe)
United Kingdom
$227K +$209K +1,220 New
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$222K +$19K +111 +10%
IRF
464
IBM Retirement Fund
New York
$220K +$202K +1,181 New
SPC
465
Sigma Planning Corp
Michigan
$217K +$199K +1,165 New
BP
466
Ballentine Partners
Massachusetts
$215K +$198K +1,157 New
SIC
467
Sigma Investment Counselors
Michigan
$214K +$197K +1,150 New
DILIC
468
Dai-ichi Life Insurance Company
Japan
$211K +$194K +1,133 New
KI
469
Koch Industries
Kansas
$210K +$193K +1,125 New
PL
470
Parkwood LLC
Ohio
$203K -$158K -923 -46%
RIM
471
Rampart Investment Management
Connecticut
$187K +$155K +907 +935%
GC
472
Globeflex Capital
California
$186K
AssetMark Inc
473
AssetMark Inc
California
$182K +$1.54K +9 +0.9%
TCOV
474
Trust Company of Vermont
Vermont
$179K -$8.56K -50 -5%
EDRH
475
Edmond de Rothschild Holding
Switzerland
$168K +$154K +900 New