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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
CB
526
Commerce Bank
Missouri
$380K +$44.6K +121 +14%
CG
527
Cutler Group
California
$375K -$238K -645 -40%
BCM
528
Bayesian Capital Management
New York
$372K +$351K +952 New
MPM
529
Meritage Portfolio Management
Kansas
$371K +$15.9K +43 +5%
SS
530
Simplicity Solutions
Minnesota
$368K +$7.75K +21 +2%
1WA
531
180 Wealth Advisors
Washington
$365K -$1.84K -5 -0.5%
LNWWM
532
Laird Norton Wetherby Wealth Management
California
$362K +$38.7K +105 +13%
II
533
Inspire Investing
Idaho
$362K +$342K +926 New
SFS
534
Sowell Financial Services
Arkansas
$358K +$338K +915 New
SBH
535
Segall Bryant & Hamill
Illinois
$356K +$336K +910 New
WS
536
Wedbush Securities
California
$355K +$68.6K +186 +26%
BAM
537
Belpointe Asset Management
Nevada
$347K +$328K +888 New
EWM
538
Endurance Wealth Management
Rhode Island
$346K
VAM
539
Visionary Asset Management
Texas
$339K -$214K -580 -40%
IA
540
IFP Advisors
Florida
$338K -$7.01K -19 -2%
PI
541
Putnam Investments
Massachusetts
$337K -$9.22K -25 -3%
CC
542
Cipher Capital
New York
$334K +$315K +853 New
CT
543
Coastline Trust
Rhode Island
$333K
YMRC
544
Yorktown Management & Research Company
Virginia
$333K +$314K +850 New
CC
545
Cedar Capital
Illinois
$325K +$307K +832 New
CPP
546
Crow Point Partners
Massachusetts
$320K +$301K +817 New
MHS
547
M Holdings Securities
Oregon
$315K +$30.3K +82 +11%
EWM
548
Empirical Wealth Management
Washington
$313K
ZB
549
Zions Bancorporation
Utah
$313K +$295K +799 New
FNT
550
First Nebraska Trust
Nebraska
$313K

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.