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Align Technology
ALGN

611 hedge funds and large institutions have $12B invested in Align Technology in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 226 increasing their positions, 229 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more ownership

Funds ownership: 85.28% → 87.28% (+2%)

1% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 229

10% less call options, than puts

Call options by funds: $265M | Put options by funds: $293M

9% less funds holding

Funds holding: 669 → 611 (-58)

36% less capital invested

Capital invested by funds: $18.7B → $12B (-$6.78B)

40% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 137

64% less funds holding in top 10

Funds holding in top 10: 11 → 4 (-7)

Holders
611
Holders Change
-58
Holders Change %
-8.67%
% of All Funds
13.46%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.09%
New
82
Increased
226
Reduced
229
Closed
137
Calls
$265M
Puts
$293M
Net Calls
-$28.4M
Net Calls Change
+$134M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$233M
2
HL
Harding Loevner
New Jersey
+$155M
3
BCM
Bares Capital Management
Texas
+$85.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$79.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$78.4M

Top Sellers

1
HA
HHLR Advisors
Cayman Islands
-$308M
2
Capital World Investors
Capital World Investors
California
-$258M
3
Goldman Sachs
Goldman Sachs
New York
-$113M
4
CCM
Consonance Capital Management
New York
-$75.1M
5
Millennium Management
Millennium Management
New York
-$74.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
476
Granite Investment Advisors
New Hampshire
$202K -$69.4K -290 -20%
BCM
477
Brookstone Capital Management
Illinois
$200K -$95.5K -399 -26%
NICM
478
Neo Ivy Capital Management
New York
$195K +$268K +1,120 New
RFM
479
Royal Fund Management
Florida
$190K +$130K +541 +97%
MERSOM
480
Municipal Employees' Retirement System of Michigan
Michigan
$177K – – –
EMG
481
ETF Managers Group
New Jersey
$173K -$191K -796 -45%
SO
482
STRS Ohio
Ohio
$172K -$4.19M -17,500 -95%
CFA
483
Carroll Financial Associates
North Carolina
$172K -$7.18K -30 -3%
MWA
484
Moser Wealth Advisors
Washington
$172K +$12K +50 +5%
PI
485
PEAK6 Investments
Illinois
$172K +$237K +989 New
CLOS
486
Compagnie Lombard Odier SCmA
Switzerland
$170K – – –
CFGS
487
Concourse Financial Group Securities
Alabama
$167K +$229K +958 New
Lazard Asset Management
488
Lazard Asset Management
New York
$163K -$141K -589 -38%
RTC
489
Riverview Trust Company
Washington
$140K – – –
ASN
490
Advisory Services Network
Georgia
$130K -$26.3K -110 -13%
EWM
491
Endurance Wealth Management
Rhode Island
$128K – – –
FANJ
492
Financial Architects (New Jersey)
New Jersey
$121K +$61.1K +255 +58%
CCA
493
Column Capital Advisors
Indiana
$118K -$5.99K -25 -4%
POIA
494
Pin Oak Investment Advisors
Texas
$114K +$3.59K +15 +2%
RIM
495
Rampart Investment Management
Connecticut
$109K -$53.4K -223 -26%
CB
496
CNB Bank
Pennsylvania
$108K +$29K +121 +24%
SAS
497
Stelac Advisory Services
New York
$107K +$27.5K +115 +23%
HFM
498
Harvest Fund Management
China
$94K – – –
CIA
499
CSat Investment Advisory
Michigan
$87K +$33.3K +139 +39%
RE
500
RBC Europe
United Kingdom
$83.1K +$19.2K +80 +20%
18 19
20
21 22

ALGN Hedge Fund Activity: Q1 2020 in Review

611 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2020, worth a combined $12B — down 36% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of ALGN and 82 opened new positions — a net loss of 55 holders — while 229 trimmed existing stakes and 226 added.

The largest buyer was AllianceBernstein, adding an estimated $233M. The largest seller was HHLR Advisors, cutting an estimated $308M.

  • 611 institutional investors held Align Technology (ALGN) as of Q1 2020, down from 669 in Q4 2019.
  • Funds reported $12B of Align Technology stock for Q1 2020, down 36% quarter-over-quarter.
  • 82 funds opened new Align Technology positions in Q1 2020 and 137 closed out, a net change of -55 holders.
  • The largest Align Technology buyer in Q1 2020 was AllianceBernstein, an estimated $233M added.
  • The largest Align Technology seller in Q1 2020 was HHLR Advisors, an estimated $308M sold.

Based on aggregated 13F filings for Q1 2020.