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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
KA
501
Kovack Advisors
Florida
$501K -$553K -1,500 -54%
GH
502
GAM Holding
Switzerland
$498K +$101K +273 +27%
BF
503
BOK Financial
Oklahoma
$493K +$182K +494 +65%
Fiera Capital (Canada)
504
Fiera Capital (Canada)
Quebec, Canada
$486K -$372K -1,009 -45%
CG
505
Caprock Group
Idaho
$483K -$177K -480 -28%
TRCT
506
Tower Research Capital (TRC)
New York
$480K -$721K -1,954 -61%
BIM
507
Bridgecreek Investment Management
Oklahoma
$479K
IIM
508
Ipswich Investment Management
Massachusetts
$479K +$452K +1,225 New
Lido Advisors
509
Lido Advisors
California
$478K +$49.1K +133 +12%
MF
510
Magnetar Financial
Illinois
$470K +$443K +1,201 New
CWM
511
Chesapeake Wealth Management
Virginia
$468K -$57.2K -155 -11%
TAM
512
Tiverton Asset Management
Delaware
$461K +$4.06K +11 +0.9%
UFF
513
USA Financial Formulas
Michigan
$454K +$490K +1,328 New
UR
514
USCA RIA
Texas
$442K
TAM
515
Tocqueville Asset Management
New York
$430K +$73.8K +200 +22%
ACM
516
AlphaStar Capital Management
North Carolina
$426K -$109K -296 -21%
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$425K +$4.06K +11 +1%
CI
518
Conning Inc
Connecticut
$419K -$59K -160 -13%
KC
519
Kepos Capital
New York
$417K -$2.53M -6,853 -87%
SWM
520
SVA Wealth Management
Wisconsin
$417K
FIM
521
Fernwood Investment Management
Massachusetts
$411K -$36.9K -100 -9%
BP
522
Ballentine Partners
Massachusetts
$394K -$7.01K -19 -2%
CFA
523
Carroll Financial Associates
North Carolina
$391K
IWC
524
Integrated Wealth Concepts
Massachusetts
$388K +$15.9K +43 +5%
Nomura Holdings
525
Nomura Holdings
Japan
$385K -$7.63M -20,668 -95%

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.