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Align Technology

646 hedge funds and large institutions have $19.1B invested in Align Technology in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 237 increasing their positions, 218 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

38% more capital invested

Capital invested by funds: $13.8B → $19.1B (+$5.29B)

21% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 85

2% more funds holding

Funds holding: 633646 (+13)

1.11% more ownership

Funds ownership: 82.93%84.04% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 218

1% more call options, than puts

Call options by funds: $574M | Put options by funds: $569M

Holders
646
Holders Change
+13
Holders Change %
+2.05%
% of All Funds
13.98%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
103
Increased
237
Reduced
218
Closed
85
Calls
$574M
Puts
$569M
Net Calls
+$4.73M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
601
TS Financial Group (TSFG)
Illinois
$11K +$9.55K +40 New
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.19K +5 +18%
IWP
603
Icon Wealth Partners
Texas
$9K +$7.16K +30 New
VFA
604
Valeo Financial Advisors
Indiana
$8K
WCM
605
WealthBridge Capital Management
Ohio
$8K
EFSCE
606
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$5.97K +25 +1,250%
SMFS
607
Squar Milner Financial Services
California
$8K +$6.92K +29 New
SCM
608
Shelton Capital Management
Colorado
$7.55K -$1.29M -5,402 -72%
VCM
609
Versant Capital Management
Arizona
$7K
SSB
610
Sandy Spring Bank
Maryland
$7K +$5.73K +24 New
LWM
611
Lenox Wealth Management
Ohio
$6K -$519K -2,176 -99%
BWM
612
Baystate Wealth Management
Massachusetts
$6K
CFD
613
Creative Financial Designs
Indiana
$6K
BAMG
614
Brand Asset Management Group
Missouri
$6K +$5.01K +21 New
NWA
615
New World Advisors
Massachusetts
$6K +$5.01K +21 New
ACA
616
Atlas Capital Advisors
Wyoming
$5.69K +$66.8K +280 +1,400%
Capstone Investment Advisors
617
Capstone Investment Advisors
New York
$5K -$312K -1,308 -99%
PCG
618
Private Capital Group
Connecticut
$5K -$9.31K -39 -67%
FC
619
Ferris Capital
Massachusetts
$5K -$4.06K -17 -52%
TFO
620
Tarbox Family Office
California
$5K
CI
621
CX Institutional
Indiana
$5K +$4.06K +17 New
LFA
622
Legacy Financial Advisors
Kentucky
$5K +$4.54K +19 New
NFG
623
Next Financial Group
Texas
$4K -$6.92K -29 -69%
DWM
624
Destination Wealth Management
California
$4K
NCM
625
Nelson Capital Management
California
$4K

ALGN Hedge Fund Activity: Q1 2019 in Review

646 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2019, worth a combined $19.1B — up 38% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ALGN positions and 85 closed out — a net gain of 18 holders — while 237 added to existing stakes and 218 trimmed.

The largest buyer was Edgewood Management, opening a new position worth an estimated $481M. The largest seller was Tybourne Capital Management, exiting entirely with an estimated $216M sold.

  • 646 institutional investors held Align Technology (ALGN) as of Q1 2019, up from 633 in Q4 2018.
  • Funds reported $19.1B of Align Technology stock for Q1 2019, up 38% quarter-over-quarter.
  • 103 funds opened new Align Technology positions in Q1 2019 and 85 closed out, a net change of +18 holders.
  • The largest Align Technology buyer in Q1 2019 was Edgewood Management, an estimated $481M added.
  • The largest Align Technology seller in Q1 2019 was Tybourne Capital Management, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2019.