We are live on ! Find out more
ALGN icon

Align Technology

602 hedge funds and large institutions have $11.9B invested in Align Technology in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 211 increasing their positions, 238 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.41% less ownership

Funds ownership: 89.54%82.13% (-7.4%)

11% less funds holding

Funds holding: 678602 (-76)

11% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 238

36% less capital invested

Capital invested by funds: $18.6B → $11.9B (-$6.69B)

36% less call options, than puts

Call options by funds: $307M | Put options by funds: $483M

52% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 142

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
602
Holders Change
-76
Holders Change %
-11.21%
% of All Funds
13.2%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.11%
New
68
Increased
211
Reduced
238
Closed
142
Calls
$307M
Puts
$483M
Net Calls
-$176M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$15.6K -75 -37%
BHWM
527
Bay Harbor Wealth Management
Maryland
$23K +$1.04K +5 +4%
QCG
528
Quadrant Capital Group
Ohio
$22K -$55.1K -265 -66%
IA
529
IFP Advisors
Florida
$21K +$24.5K +118 New
BCA
530
Berman Capital Advisors
Georgia
$20K -$7.07K -34 -23%
LFG
531
Larson Financial Group
Missouri
$18K -$7.69K -37 -27%
HGWM
532
Harvest Group Wealth Management
Massachusetts
$18K
HCA
533
Horan Capital Advisors
Ohio
$18K +$20.8K +100 New
EI
534
Ellevest Inc
New York
$14K -$1.66K -8 -9%
KTC
535
Kistler-Tiffany Companies
Pennsylvania
$14K
PCA
536
Providence Capital Advisors
North Carolina
$14K
TF
537
TimeScale Financial
Massachusetts
$14K +$6.03K +29 +57%
RIA
538
Realta Investment Advisors
Delaware
$14K +$15.8K +76 New
AIM
539
Advantage Investment Management
Iowa
$13K -$16.6K -80 -52%
TSW
540
Thompson Siegel & Walmsley
Virginia
$13K
ZB
541
Zions Bancorporation
Utah
$13K +$15K +72 New
LWA
542
Lowe Wealth Advisors
Maryland
$12K -$12.5K -60 -48%
PFBT
543
Parkside Financial Bank & Trust
Missouri
$12K -$10.2K -49 -43%
EDRH
544
Edmond de Rothschild Holding
Switzerland
$12K +$6.24K +30 +81%
HIIFS
545
Harel Insurance Investments & Financial Services
Israel
$11K +$12.9K +62 New
GSWM
546
Golden State Wealth Management
California
$10K -$63.4K -305 -85%
WWM
547
Willingdon Wealth Management
North Carolina
$10K
FAM
548
Fred Alger Management
New York
$9K -$931K -4,477 -99%
FNBOSM
549
First National Bank of South Miami
Florida
$9K
FGAM
550
Financial Gravity Asset Management
Texas
$8K -$12.7K -61 -58%

ALGN Hedge Fund Activity: Q3 2019 in Review

602 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2019, worth a combined $11.9B — down 36% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of ALGN and 68 opened new positions — a net loss of 74 holders — while 238 trimmed existing stakes and 211 added.

The largest buyer was Edgewood Management, adding an estimated $340M. The largest seller was Private Advisor Group, cutting an estimated $787M.

  • 602 institutional investors held Align Technology (ALGN) as of Q3 2019, down from 678 in Q2 2019.
  • Funds reported $11.9B of Align Technology stock for Q3 2019, down 36% quarter-over-quarter.
  • 68 funds opened new Align Technology positions in Q3 2019 and 142 closed out, a net change of -74 holders.
  • The largest Align Technology buyer in Q3 2019 was Edgewood Management, an estimated $340M added.
  • The largest Align Technology seller in Q3 2019 was Private Advisor Group, an estimated $787M sold.

Based on aggregated 13F filings for Q3 2019.