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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
Cerity Partners
476
Cerity Partners
New York
$341K +$56.1K +247 +19%
FAAS
477
First Allied Advisory Services
California
$336K -$46.6K -205 -12%
PP
478
Prudential plc
United Kingdom
$333K +$341K +1,500 New
PCP
479
Proficio Capital Partners
Massachusetts
$331K -$12.3K -54 -3%
BBP
480
Banco BTG Pactual
Brazil
$322K +$329K +1,448 New
CG
481
Clinton Group
New York
$319K -$709K -3,122 -69%
CAM
482
CenterStar Asset Management
Illinois
$318K
ECM
483
Everence Capital Management
Indiana
$318K +$325K +1,431 New
VF
484
Virtu Financial
New York
$316K -$7.5K -33 -2%
ACM
485
AlphaStar Capital Management
North Carolina
$316K +$323K +1,424 New
HFM
486
Harvest Fund Management
China
$315K +$162K +712 +101%
LNC
487
Lincoln National Corp
Pennsylvania
$313K +$319K +1,406 New
NL
488
NVWM LLC
Pennsylvania
$311K +$318K +1,401 New
TAMH
489
Taikang Asset Management (HK)
Hong Kong
$304K +$311K +1,367 New
SPC
490
Sigma Planning Corp
Michigan
$303K +$45K +198 +17%
CCM
491
Coldstream Capital Management
Washington
$300K +$10.2K +45 +3%
CFA
492
Carroll Financial Associates
North Carolina
$299K -$54.5K -240 -15%
1WA
493
180 Wealth Advisors
Washington
$297K +$303K +1,336 New
CAN
494
Claraphi Advisory Network
United States
$289K +$296K +1,302 New
MAM
495
Meeder Asset Management
Ohio
$287K -$634K -2,789 -68%
CG
496
Colony Group
Massachusetts
$287K +$15.9K +70 +6%
RJT
497
Raymond James Trust
Florida
$282K -$80.9K -356 -22%
SGI
498
Summit Global Investments
Utah
$281K +$287K +1,263 New
PPCM
499
Pillar Pacific Capital Management
California
$278K -$148K -650 -34%
SWM
500
SVA Wealth Management
Wisconsin
$277K -$35.2K -155 -11%

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.