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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
ZIC
476
ZWJ Investment Counsel
Georgia
$626K
Acadian Asset Management
477
Acadian Asset Management
Massachusetts
$614K -$123K -334 -18%
B
478
Barings
North Carolina
$611K -$1.03M -2,800 -64%
PWP
479
Private Wealth Partners
California
$610K
FPS
480
Fieldpoint Private Securities
Connecticut
$604K +$5.9K +16 +1%
GFPC
481
Global Financial Private Capital
Florida
$593K -$164K -444 -23%
AP
482
Advisor Partners
California
$586K +$6.27K +17 +1%
ARTA
483
A.R.T. Advisors
New York
$586K +$553K +1,500 New
NL
484
NVWM LLC
Pennsylvania
$584K +$173K +468 +46%
CAN
485
Claraphi Advisory Network
United States
$583K -$25.8K -70 -4%
FAAS
486
First Allied Advisory Services
California
$565K +$120K +325 +29%
ECM
487
Everence Capital Management
Indiana
$560K
PCP
488
Proficio Capital Partners
Massachusetts
$559K -$2.58K -7 -0.5%
VWA
489
V Wealth Advisors
Kansas
$558K +$526K +1,427 New
CCM
490
Coldstream Capital Management
Washington
$555K +$9.22K +25 +2%
ACM
491
Ashford Capital Management
Delaware
$554K -$2.95K -8 -0.6%
PP
492
Prudential plc
United Kingdom
$548K +$184K +500 +56%
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$540K +$8.12K +22 +2%
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$538K +$3.32K +9 +0.7%
NEIRG
495
New England Investment & Retirement Group
Massachusetts
$535K +$117K +318 +30%
LS
496
Livforsakringsbolaget Skandia
Sweden
$524K +$51.7K +140 +12%
HSA
497
HBK Sorce Advisory
Pennsylvania
$521K -$133K -361 -21%
CI
498
Cigna Investments
Connecticut
$521K -$40.6K -110 -4%
CIM
499
Confluence Investment Management
Missouri
$509K -$87.8K -238 -15%
IRF
500
IBM Retirement Fund
New York
$507K -$82.3K -223 -15%

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.