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Align Technology
ALGN

Overview Fund Activity

653 hedge funds and large institutions have $16B invested in Align Technology in 2018 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 194 increasing their positions, 280 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+17
Holders Change %
+2.67%
% of All Funds
14.99%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.5%
New
89
Increased
194
Reduced
280
Closed
66
Calls
$227M
Puts
$449M
Net Calls
-$222M
Net Calls Change
-$117M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$681M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.02B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$743M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$72.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$105M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$41.1M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$142M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$319M
5
Morgan Stanley
5
Morgan Stanley
New York
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
601
Lowe Wealth Advisors
Maryland
$31K – – –
BAM
602
Barrett Asset Management
New York
$30K – – –
QCG
603
Quadrant Capital Group
Ohio
$30K +$714 +3 +2%
GWS
604
Glassman Wealth Services
Virginia
$29K – – –
CBT
605
Capital Bank & Trust
California
$25K -$148K -585 -86%
MYIA
606
Mount Yale Investment Advisors
Colorado
$24K +$24K +96 New
VFA
607
Valeo Financial Advisors
Indiana
$23K -$8.43K -33 -27%
1IA
608
1834 Investment Advisors
Wisconsin
$23K +$23K +90 New
TRCT
609
Tower Research Capital (TRC)
New York
$22K -$422K -1,648 -95%
PGWM
610
Parisi Gray Wealth Management
New Jersey
$22K – – –
OIA
611
OneDigital Investment Advisors
Kansas
$21K -$5.38K -21 -20%
Lazard Asset Management
612
Lazard Asset Management
New York
$20K -$392K -1,626 -95%
KTC
613
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
PCA
614
Providence Capital Advisors
North Carolina
$19K – – –
Fuller & Thaler Asset Management
615
Fuller & Thaler Asset Management
California
$18K -$27K -105 -60%
BBHC
616
Brown Brothers Harriman & Co
New York
$18K – – –
TSW
617
Thompson Siegel & Walmsley
Virginia
$18K – – –
MOS
618
MGO One Seven
Ohio
$17K -$9.86K -40 -37%
LNB
619
Ledyard National Bank
$17K -$10K -39 -37%
KA
620
Kaizen Advisory
Illinois
$17K – – –
PWM
621
Perigon Wealth Management
California
$17K – – –
JA
622
JOYN Advisors
Georgia
$16K +$16K +65 New
SSB
623
Sandy Spring Bank
Maryland
$15K – – –
GRP
624
Global Retirement Partners
California
$13K – – –
MCWS
625
McKinley Carter Wealth Services
West Virginia
$13K +$13K +51 New
23 24
25
26 27