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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
UMA
551
USA Mutuals Advisors
Texas
$101K +$88.6K +390 New
CCM
552
Cribstone Capital Management
Maine
$94K -$33.2K -146 -26%
DBT
553
Dubuque Bank & Trust
Iowa
$93K -$20.7K -91 -18%
GBT
554
Grove Bank & Trust
Florida
$93K +$14.5K +64 +18%
HFP
555
Holistic Financial Partners
Indiana
$91K +$93.4K +411 New
PI
556
PineBridge Investments
New York
$81K +$29.5K +130 +56%
GFP
557
Gryphon Financial Partners
Ohio
$74K +$76.1K +335 New
PA
558
Parallel Advisors
California
$73K -$681 -3 -0.9%
WWM
559
Willingdon Wealth Management
North Carolina
$68K
QAM
560
QCI Asset Management
New York
$68K +$69.5K +306 New
WA
561
WealthTrust-Arizona
Arizona
$67K -$34.1K -150 -33%
KPCM
562
Kings Point Capital Management
New York
$67K +$68.1K +300 New
NEI
563
Northwest & Ethical Investments
Ontario, Canada
$66.2K -$45.4K -200 -40%
IWM
564
IHT Wealth Management
Illinois
$65K +$51.6K +227 +668%
CTA
565
Carillon Tower Advisers
Florida
$62.9K +$64.3M +283,068 New
RE
566
RBC Europe
United Kingdom
$54.4K
LYV
567
Live Your Vision
Pennsylvania
$53K
ST
568
Smithfield Trust
Pennsylvania
$52K -$1.82K -8 -3%
GLI
569
Guardian Life Insurance
New York
$52K +$14.3K +63 +37%
Bessemer Group
570
Bessemer Group
New Jersey
$52K +$35.4K +156 +195%
FPFS
571
First Personal Financial Services
North Carolina
$49K +$49.7K +219 New
STA
572
Summit Trail Advisors
New York
$46K +$38.6K +170 New
SWM
573
SeaCrest Wealth Management
New York
$46K +$47.5K +209 New
SPIA
574
Steward Partners Investment Advisory
New York
$45K +$32.3K +142 +218%
VIA
575
Vantage Investment Advisors
Pennsylvania
$44K

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.