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Align Technology

553 hedge funds and large institutions have $12.6B invested in Align Technology in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 33

27% more capital invested

Capital invested by funds: $9.91B → $12.6B (+$2.66B)

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

10% more funds holding

Funds holding: 502553 (+51)

2.02% more ownership

Funds ownership: 82.18%84.2% (+2%)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 239

72% less call options, than puts

Call options by funds: $118M | Put options by funds: $421M

Holders
553
Holders Change
+51
Holders Change %
+10.16%
% of All Funds
13.79%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
92
Increased
171
Reduced
239
Closed
33
Calls
$118M
Puts
$421M
Net Calls
-$304M
Net Calls Change
-$236M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
526
Thompson Siegel & Walmsley
Virginia
$13K
SPIA
527
Steward Partners Investment Advisory
New York
$12K -$7.36K -43 -40%
EWM
528
Evercore Wealth Management
New York
$12K
SIAS
529
Shine Investment Advisory Services
Colorado
$11K -$3.08K -18 -23%
AIL
530
AGF Investments LLC
Ontario, Canada
$11K -$1.03K -6 -9%
BL
531
Balentine LLC
Georgia
$9K +$1.71K +10 +25%
TG
532
TLP Group
Illinois
$8K +$7.36K +43 New
MWM
533
MinichMacGregor Wealth Management
New York
$6K
IWM
534
IHT Wealth Management
Illinois
$6K +$2.05K +12 +55%
FCB
535
First Command Bank
Texas
$6K +$5.48K +32 New
FCFS
536
First Command Financial Services
Texas
$6K +$5.48K +32 New
VCM
537
Versant Capital Management
Arizona
$5K -$2.57K -15 -36%
GWS
538
Glassman Wealth Services
Virginia
$5K +$514 +3 +12%
AFNAS
539
American Financial Network Advisory Services
California
$5K +$4.79K +28 New
CIM
540
Contravisory Investment Management
Massachusetts
$4K +$3.42K +20 New
PAI
541
Pittenger & Anderson Inc
Nebraska
$4K +$3.94K +23 New
FMII
542
Farmers & Merchants Investments Inc
Nebraska
$4K +$4.11K +24 New
OFW
543
Omnia Family Wealth
Florida
$3K
AIM
544
Anchor Investment Management
South Carolina
$2.79K +$2.57K +15 New
Walleye Trading
545
Walleye Trading
New York
$2.55K +$2.35M +13,699 New
CAM
546
ClariVest Asset Management
California
$2K
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
ATC
548
Adirondack Trust Company
New York
$2K +$1.71K +10 New
CWM
549
Catamount Wealth Management
Connecticut
$2K +$1.71K +10 New
PFBT
550
Parkside Financial Bank & Trust
Missouri
$1K +$1.03K +6 New