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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
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$89.2M +$53.8M +396,426 +201%
Jennison Associates
27
Jennison Associates
New York
$86.2M +$2.51M +18,492 +3%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$81.8M +$15.8M +116,656 +27%
Morgan Stanley
29
Morgan Stanley
New York
$80.4M -$3.24M -23,890 -4%
GC
30
Guggenheim Capital
Illinois
$78.4M +$53.5M +394,723 +310%
Bank of America
31
Bank of America
North Carolina
$71.8M +$18.7M +137,607 +40%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$66.3M +$50.9M +375,409 +568%
FCM
33
Frontier Capital Management
Massachusetts
$63.9M -$16.5M -121,299 -22%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$62.8M -$20M -147,832 -26%
O
35
OppenheimerFunds
New York
$62.5M +$1.59M +11,731 +3%
OCBV
36
Ownership Capital B.V.
Netherlands
$60.8M +$3.26M +24,036 +6%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$60.1M -$51.7M -381,040 -49%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$57.4M +$3.88M +28,639 +8%
SO
39
STRS Ohio
Ohio
$54.4M -$546K -4,027 -1%
EAM
40
Eagle Asset Management
Florida
$53.7M +$18M +132,663 +59%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$52.9M +$12.8M +94,519 +37%
Charles Schwab
42
Charles Schwab
California
$52.6M +$15.9M +117,038 +50%
MWNA
43
Marshall Wace North America
New York
$48.1M +$21.3M +157,240 +96%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$47.3M +$43.8M +322,700 New
KM
45
Kylin Management
New York
$46.8M
William Blair & Company
46
William Blair & Company
Illinois
$43M -$625K -4,607 -2%
SGAM
47
Smith Group Asset Management
Texas
$43M -$6.85M -50,510 -15%
KCM
48
Kornitzer Capital Management
Kansas
$42.8M -$6.88M -50,726 -15%
Swiss National Bank
49
Swiss National Bank
Switzerland
$41.4M +$2.94M +21,700 +9%
HCM
50
Hitchwood Capital Management
New York
$40.5M -$71.9M -530,000 -66%