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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
RWA
576
Ropes Wealth Advisors
Massachusetts
$3K
GT
577
Glenmede Trust
Pennsylvania
$2.54K +$89.2K +429 +3%
AIM
578
Anchor Investment Management
South Carolina
$2.17K
WPA
579
West Paces Advisors
Georgia
$2.17K
CIAS
580
Capital Investment Advisory Services
North Carolina
$2K -$51.6K -248 -96%
EWA
581
Evolution Wealth Advisors
Florida
$2K -$208 -1 -8%
TWA
582
TCI Wealth Advisors
Arizona
$2K -$208 -1 -7%
ATC
583
Adirondack Trust Company
New York
$2K
TL
584
TrueWealth LLC
Georgia
$2K
TFGT
585
TS Financial Group (TSFG)
Illinois
$2K +$2.08K +10 New
BL
586
Balentine LLC
Georgia
$2K +$2.29K +11 New
EW
587
Evoke Wealth
California
$1.99K +$2.29K +11 New
GWAG
588
Garrett Wealth Advisory Group
Texas
$1.99K +$2.29K +11 New
KWA
589
KCS Wealth Advisory
California
$1.81K +$2.08K +10 New
SWA
590
Sutton Wealth Advisors
Florida
$1.09K
CAL
591
Capital Analysts LLC
Pennsylvania
$1K -$859K -4,132 -100%
SFSIG
592
San Francisco Sentry Investment Group
California
$1K -$20.8K -100 -94%
TFO
593
Tarbox Family Office
California
$1K -$6.03K -29 -81%
LWA
594
Lenox Wealth Advisors
New York
$1K
SIS
595
Sound Income Strategies
Florida
$1K
SCA
596
Stonebridge Capital Advisors
Minnesota
$1K
VNA
597
Valley National Advisers
Pennsylvania
$1K
Kayne Anderson Rudnick Investment Management
598
Kayne Anderson Rudnick Investment Management
California
$1K +$832 +4 New
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.46K +7 New
GEA
600
Glen Eagle Advisors
New Jersey
$905

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.