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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
KJHP
526
K.J. Harrison & Partners
Ontario, Canada
$222K +$227K +1,000 New
SWA
527
SFMG Wealth Advisors
Texas
$222K +$227K +1,000 New
AT
528
Arden Trust
Delaware
$219K -$127K -558 -36%
AssetMark Inc
529
AssetMark Inc
California
$214K -$3.63K -16 -2%
TCM
530
Teza Capital Management
Illinois
$214K +$219K +965 New
TCOV
531
Trust Company of Vermont
Vermont
$213K
TSS
532
Two Sigma Securities
New York
$211K +$216K +949 New
CC
533
Cipher Capital
New York
$209K +$213K +939 New
BP
534
Ballentine Partners
Massachusetts
$205K -$53.4K -235 -20%
MPM
535
Meritage Portfolio Management
Kansas
$201K +$206K +905 New
CCA
536
Cobblestone Capital Advisors
New York
$200K +$204K +900 New
CBOA
537
Commonwealth Bank of Australia
Australia
$188K -$8.4K -37 -4%
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$178K -$914K -4,025 -83%
POIA
539
Pin Oak Investment Advisors
Texas
$168K +$171K +754 New
WT
540
Whittier Trust
California
$157K +$29.5K +130 +23%
EWM
541
Endurance Wealth Management
Rhode Island
$156K
CBT
542
Capital Bank & Trust
California
$152K +$133K +585 +591%
EDRH
543
Edmond de Rothschild Holding
Switzerland
$150K -$51.3K -226 -25%
WAM
544
Wealthspire Advisors (Maryland)
Maryland
$142K -$22.5K -99 -13%
FANJ
545
Financial Architects (New Jersey)
New Jersey
$139K +$117K +517 +479%
GWM
546
Geneos Wealth Management
Colorado
$135K -$8.63K -38 -6%
EMG
547
ETF Managers Group
New Jersey
$120K +$17.3K +76 +17%
RFM
548
Royal Fund Management
Florida
$113K +$13.4K +59 +13%
WTC
549
WhitTier Trust Company
Nevada
$112K +$71.6K +315 +167%
T
550
TOBAM
France
$108K +$111K +487 New

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.