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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
BTIS
626
BB&T Investment Services
North Carolina
$4K +$3.63K +16 New
FPS
627
Fieldpoint Private Securities
Connecticut
$3K -$308K -1,357 -99%
OFW
628
Omnia Family Wealth
Florida
$3K
FMA
629
FNY Managed Accounts
New York
$3K +$3.41K +15 New
ATC
630
Adirondack Trust Company
New York
$2K
TFO
631
Tarbox Family Office
California
$2K
GI
632
Gradient Investments
Minnesota
$2K +$1.59K +7 New
CAM
633
ClariVest Asset Management
California
$1K -$1.14K -5 -56%
SIS
634
Sound Income Strategies
Florida
$1K +$681 +3 New
AWM
635
Aevitas Wealth Management
Massachusetts
$1K +$909 +4 New
PCG
636
Private Capital Group
Connecticut
$99 +$102K +447 New
CIP
637
Champlain Investment Partners
Vermont
-$83.1M -446,190 Closed
NFA
638
Nationwide Fund Advisors
Ohio
-$41.2M -221,323 Closed
Voloridge Investment Management
639
Voloridge Investment Management
Florida
-$27.9M -150,013 Closed
Loomis, Sayles & Company
640
Loomis, Sayles & Company
Massachusetts
-$10.7M -57,662 Closed
TC
641
Tairen Capital
Hong Kong
-$8.77M -47,100 Closed
Credit Agricole
642
Credit Agricole
France
-$8.59M -46,083 Closed
BCM
643
BlueCrest Capital Management
Jersey
-$7.19M -38,595 Closed
CIBC World Market
644
CIBC World Market
Ontario, Canada
-$2.86M -15,357 Closed
WB
645
WesBanco Bank
West Virginia
-$2M -10,743 Closed
N
646
Natixis
France
-$1.66M -8,892 Closed
BVDMP
647
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
-$1.59M -8,563 Closed
LOAMS
648
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.56M -8,377 Closed
TA
649
Tiedemann Advisors
New York
-$708K -7,551 Closed
NIMI
650
Natixis Investment Managers International
France
-$1.38M -7,387 Closed

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.