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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
D.E. Shaw & Co
451
D.E. Shaw & Co
New York
$743K +$701K +1,900 New
Point72 Asset Management
452
Point72 Asset Management
Connecticut
$743K +$701K +1,900 New
GT
453
Greenleaf Trust
Michigan
$741K -$111K -301 -14%
NIT
454
NumerixS Investment Technologies
British Columbia, Canada
$737K -$520K -1,410 -43%
IP
455
Intellectus Partners
California
$735K -$3.32K -9 -0.5%
FDCDDQ
456
Federation des caisses Desjardins du Quebec
Quebec, Canada
$716K +$52K +141 +8%
NF
457
Nikulski Financial
Iowa
$712K +$293K +793 +33%
GWS
458
Glassman Wealth Services
Virginia
$701K +$619K +1,678 +1,459%
CB
459
Chemical Bank
Michigan
$699K -$14.8K -40 -2%
QCMC
460
Quantum Capital Management (California)
California
$694K -$33.2K -90 -5%
CANY
461
Caxton Associates (New York)
New York
$689K -$238K -644 -27%
RWA
462
River Wealth Advisors
Pennsylvania
$687K +$144K +391 +29%
XS
463
XR Securities
Illinois
$687K +$648K +1,757 New
ZCA
464
Zeke Capital Advisors
Pennsylvania
$685K
DAS
465
Dynamic Advisor Solutions
Arizona
$681K -$11.8K -32 -2%
OC
466
Oppenheimer & Co
New York
$681K -$10.7K -29 -2%
NA
467
NewEdge Advisors
Louisiana
$676K -$117K -318 -16%
SPC
468
Sigma Planning Corp
Michigan
$671K +$69K +187 +12%
BDF
469
Balasa Dinverno & Foltz
$670K +$192K +521 +44%
N
470
Nuveen
North Carolina
$667K -$39.5K -107 -6%
RWA
471
Redhawk Wealth Advisors
Minnesota
$660K +$622K +1,687 New
BFS
472
Bradley Foster & Sargent
Connecticut
$659K
V
473
Veritable
Delaware
$651K +$6.27K +17 +1%
GHCM
474
Glen Harbor Capital Management
California
$651K +$35.4K +96 +6%
CRWM
475
Castle Rock Wealth Management
California
$629K +$366K +992 +57%

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.