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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
SSP
576
Sapphire Star Partners
Washington
$261K -$8.49K -23 -3%
GEA
577
Glen Eagle Advisors
New Jersey
$254K
NB
578
Nicolet Bankshares
Wisconsin
$254K
FANJ
579
Financial Architects (New Jersey)
New Jersey
$253K +$30.3K +82 +15%
DWM
580
Dakota Wealth Management
Florida
$237K -$53.1K -144 -19%
CFGS
581
Concourse Financial Group Securities
Alabama
$237K +$223K +605 New
PFPT
582
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$222K +602 New
POIA
583
Pin Oak Investment Advisors
Texas
$235K -$7.01K -19 -3%
CCA
584
Cobblestone Capital Advisors
New York
$235K
JMH
585
J.M. Hartwell
New York
$235K +$221K +600 New
LWS
586
Lucia Wealth Services
California
$234K -$33.6K -91 -13%
RJT
587
Raymond James Trust
Florida
$232K
SWA
588
SFMG Wealth Advisors
Texas
$230K
CAW
589
Cornerstone Advisors (Washington)
Washington
$227K +$11.8K +32 +6%
WAG
590
Winthrop Advisory Group
Massachusetts
$227K +$214K +580 New
FRM
591
Fox Run Management
Connecticut
$225K -$638K -1,729 -75%
WWM
592
Windsor Wealth Management
Indiana
$223K +$210K +570 New
CIA
593
Capital Investment Advisors
Georgia
$222K +$209K +567 New
GWM
594
Geneos Wealth Management
Colorado
$220K -$738 -2 -0.4%
GFP
595
Gryphon Financial Partners
Ohio
$220K +$202K +548 +3,653%
BCM
596
Breiter Capital Management
Florida
$219K +$206K +559 New
WAM
597
Wealthspire Advisors (Maryland)
Maryland
$218K +$4.8K +13 +2%
BBP
598
Banco BTG Pactual
Brazil
$210K +$198K +538 New
CLOS
599
Compagnie Lombard Odier SCmA
Switzerland
$208K +$84.9K +230 +77%
SAS
600
Stelac Advisory Services
New York
$207K +$84.5K +229 +76%

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.