We are live on ! Find out more
ALGN icon

Align Technology
ALGN

646 hedge funds and large institutions have $19.1B invested in Align Technology in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 237 increasing their positions, 218 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

38% more capital invested

Capital invested by funds: $13.8B → $19.1B (+$5.29B)

21% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 85

2% more funds holding

Funds holding: 633 → 646 (+13)

1.11% more ownership

Funds ownership: 82.93% → 84.04% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 218

1% more call options, than puts

Call options by funds: $574M | Put options by funds: $569M

Holders
646
Holders Change
+13
Holders Change %
+2.05%
% of All Funds
13.98%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
103
Increased
237
Reduced
218
Closed
85
Calls
$574M
Puts
$569M
Net Calls
+$4.73M
Net Calls Change
+$30.3M

Top Buyers

Rank Fund Capital Flow
1
Edgewood Management
Edgewood Management
Connecticut
+$481M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$295M
3
Polen Capital Management
Polen Capital Management
Florida
+$186M
4
Goldman Sachs
Goldman Sachs
New York
+$114M
5
BlackRock
BlackRock
New York
+$72.7M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tybourne Capital Management
Hong Kong
-$216M
2
MCM
Melvin Capital Management
New York
-$173M
3
JIM
Jupiter Investment Management
United Kingdom
-$143M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$96.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
476
Banque Pictet & Cie
Switzerland
$260K +$218K +915 New
RIM
477
Rampart Investment Management
Connecticut
$254K +$30.1K +126 +16%
BRWA
478
B. Riley Wealth Advisors
Florida
$252K -$384K -1,607 -65%
EWM
479
Endurance Wealth Management
Rhode Island
$251K – – –
KMWM
480
Keudell/Morrison Wealth Management
Oregon
$248K +$208K +871 New
MHS
481
M Holdings Securities
Oregon
$245K +$206K +862 New
BA
482
BKS Advisors
Michigan
$242K -$239K -1,000 -54%
CT
483
Coastline Trust
Rhode Island
$242K +$203K +850 New
SFA
484
Sequoia Financial Advisors
Ohio
$238K +$200K +837 New
CG
485
Caprock Group
Idaho
$238K +$200K +838 New
PFS
486
Prospera Financial Services
Texas
$237K +$193K +809 New
SC
487
Scotia Capital
Ontario, Canada
$230K -$57.3K -240 -23%
RTC
488
Riverview Trust Company
Washington
$229K – – –
HI
489
Horizon Investments
North Carolina
$229K +$192K +806 New
CIM
490
Confluence Investment Management
Missouri
$229K +$193K +807 New
FNT
491
First Nebraska Trust
Nebraska
$227K +$191K +800 New
EWM
492
Empirical Wealth Management
Washington
$227K +$191K +800 New
CTC
493
Central Trust Company
Missouri
$223K – – –
FFA
494
First Foundation Advisors
California
$221K -$1.7M -7,132 -90%
CSS
495
Cubist Systematic Strategies
Connecticut
$221K -$1.11M -4,658 -86%
CAN
496
Cetera Advisor Networks
California
$217K +$183K +765 New
CBOA
497
Commonwealth Bank of Australia
Australia
$216K +$16K +67 +10%
PI
498
Putnam Investments
Massachusetts
$216K +$181K +758 New
QC
499
QCM Cayman
Texas
$214K +$180K +754 New
BAM
500
Belpointe Asset Management
Nevada
$210K +$22.2K +93 +14%
18 19
20
21 22

ALGN Hedge Fund Activity: Q1 2019 in Review

646 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2019, worth a combined $19.1B — up 38% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ALGN positions and 85 closed out — a net gain of 18 holders — while 237 added to existing stakes and 218 trimmed.

The largest buyer was Edgewood Management, opening a new position worth an estimated $481M. The largest seller was Tybourne Capital Management, exiting entirely with an estimated $216M sold.

  • 646 institutional investors held Align Technology (ALGN) as of Q1 2019, up from 633 in Q4 2018.
  • Funds reported $19.1B of Align Technology stock for Q1 2019, up 38% quarter-over-quarter.
  • 103 funds opened new Align Technology positions in Q1 2019 and 85 closed out, a net change of +18 holders.
  • The largest Align Technology buyer in Q1 2019 was Edgewood Management, an estimated $481M added.
  • The largest Align Technology seller in Q1 2019 was Tybourne Capital Management, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2019.