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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
SFA
501
Sequoia Financial Advisors
Ohio
$274K -$53.4K -235 -16%
BTNA
502
Bremer Trust National Association
Minnesota
$274K +$281K +1,235 New
Caisse de Depot et Placement du Quebec (CDPQ)
503
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$273K -$856K -3,770 -75%
NA
504
NewEdge Advisors
Louisiana
$268K +$245K +1,078 New
GI
505
GAMCO Investors
Connecticut
$267K -$68.1K -300 -20%
LS
506
Livforsakringsbolaget Skandia
Sweden
$267K -$45.4K -200 -14%
SLT
507
St Louis Trust
Missouri
$266K +$271K +1,195 New
HAG
508
HighPoint Advisor Group
Illinois
$265K -$4.54K -20 -2%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$265K
II
510
Ibex Investors
Colorado
$263K +$265K +1,168 New
TAM
511
Tiverton Asset Management
Delaware
$263K +$269K +1,184 New
CI
512
Conning Inc
Connecticut
$253K +$259K +1,140 New
RG
513
Redmile Group
California
$253K +$259K +1,140 New
PI
514
Putnam Investments
Massachusetts
$252K -$45.4K -200 -15%
DILIC
515
Dai-ichi Life Insurance Company
Japan
$252K
BDF
516
Balasa Dinverno & Foltz
$250K +$256K +1,125 New
OC
517
Oppenheimer & Co
New York
$249K -$102K -450 -29%
PGA
518
Premia Global Advisors
Florida
$247K +$253K +1,112 New
CB
519
Commerce Bank
Missouri
$245K +$250K +1,101 New
CPH
520
C Partners Holding
Switzerland
$244K +$249K +1,098 New
PL
521
Parkwood LLC
Ohio
$242K
BOH
522
Bank of Hawaii
Hawaii
$240K +$245K +1,080 New
IIM
523
Ipswich Investment Management
Massachusetts
$226K +$231K +1,015 New
DS
524
DRW Securities
Illinois
$224K +$229K +1,008 New
GC
525
Globeflex Capital
California
$222K

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.