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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
BBHC
601
Brown Brothers Harriman & Co
New York
$16K
TSW
602
Thompson Siegel & Walmsley
Virginia
$16K
TL
603
TrueWealth LLC
Georgia
$16K +$16.6K +73 New
PWM
604
Perigon Wealth Management
California
$15K -$616K -2,712 -98%
KA
605
Kaizen Advisory
Illinois
$15K +$15.4K +68 New
EWM
606
Evercore Wealth Management
New York
$14K
SSB
607
Sandy Spring Bank
Maryland
$13K +$13.2K +58 New
AC
608
Avestar Capital
New York
$12K +$13.2K +58 New
SWA
609
Sutton Wealth Advisors
Florida
$12K +$12.3K +54 New
BL
610
Balentine LLC
Georgia
$11K
GRP
611
Global Retirement Partners
California
$11K +$11.6K +51 New
LF
612
Lee Financial
Texas
$7K -$9.09K -40 -57%
FCB
613
First Command Bank
Texas
$7K
FCFS
614
First Command Financial Services
Texas
$7K
MWM
615
MinichMacGregor Wealth Management
New York
$7K
SIAS
616
Shine Investment Advisory Services
Colorado
$6K -$8.18K -36 -59%
AFNAS
617
American Financial Network Advisory Services
California
$6K
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$6K +$227 +1 +4%
PMFA
619
Plante Moran Financial Advisors
Michigan
$6K +$4.54K +20 +250%
EARNEST Partners
620
EARNEST Partners
Georgia
$6K +$5.68K +25 New
SP
621
SWS Partners
Ohio
$6K +$6.13K +27 New
AIM
622
Anchor Investment Management
South Carolina
$6K +$2.73K +12 +80%
VCM
623
Versant Capital Management
Arizona
$5K -$454 -2 -7%
PAI
624
Pittenger & Anderson Inc
Nebraska
$5K
Walleye Trading
625
Walleye Trading
New York
$4.77K +$1.76M +7,755 +57%

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.