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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
BG
576
Bollard Group
Massachusetts
$44K +$45.4K +200 New
CAW
577
Cornerstone Advisors (Washington)
Washington
$42K -$19.5K -86 -32%
Fuller & Thaler Asset Management
578
Fuller & Thaler Asset Management
California
$39K -$18.2K -80 -31%
HNB
579
Huntington National Bank
Ohio
$36K -$17K -75 -32%
CHP
580
Cable Hill Partners
Oregon
$35K
SWP
581
Stratos Wealth Partners
Ohio
$34K +$34.8K +153 New
GAM
582
Gemmer Asset Management
California
$33K
IWP
583
Icon Wealth Partners
Texas
$32K +$32.5K +143 New
PFBT
584
Parkside Financial Bank & Trust
Missouri
$29K +$28.6K +126 +2,100%
LWA
585
Lowe Wealth Advisors
Maryland
$28K
VFA
586
Valeo Financial Advisors
Indiana
$27K -$454 -2 -2%
BAM
587
Barrett Asset Management
New York
$27K
Twin Tree Management
588
Twin Tree Management
Texas
$27K +$27.5K +121 New
PHK
589
Point72 Hong Kong
Hong Kong
$27K +$27.7K +122 New
GWS
590
Glassman Wealth Services
Virginia
$26K +$19.5K +86 +297%
JAM
591
JCIC Asset Management
Ontario, Canada
$26K +$26.3K +116 New
QCG
592
Quadrant Capital Group
Ohio
$25K
MOS
593
MGO One Seven
Ohio
$24K +$24.8K +109 New
LNB
594
Ledyard National Bank
$23K -$5.45K -24 -19%
OIA
595
OneDigital Investment Advisors
Kansas
$23K -$3.63K -16 -13%
AIL
596
AGF Investments LLC
Ontario, Canada
$21K +$7.72K +34 +59%
PGWM
597
Parisi Gray Wealth Management
New Jersey
$21K +$20.9K +92 New
RWA
598
Ropes Wealth Advisors
Massachusetts
$20K
KTC
599
Kistler-Tiffany Companies
Pennsylvania
$17K
PCA
600
Providence Capital Advisors
North Carolina
$17K +$17.3K +76 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.