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Align Technology

713 hedge funds and large institutions have $24.7B invested in Align Technology in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $21.9B → $24.7B (+$2.8B)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

5% more funds holding

Funds holding: 681713 (+32)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

1.32% less ownership

Funds ownership: 79.99%78.67% (-1.3%)

33% less call options, than puts

Call options by funds: $509M | Put options by funds: $764M

Holders
713
Holders Change
+32
Holders Change %
+4.7%
% of All Funds
16.3%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.59%
New
86
Increased
252
Reduced
279
Closed
49
Calls
$509M
Puts
$764M
Net Calls
-$254M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
626
Wilbanks Smith & Thomas Asset Management
Virginia
$79K +$74.2K +201 New
VIA
627
Vantage Investment Advisors
Pennsylvania
$78K -$5.9K -16 -7%
LYV
628
Live Your Vision
Pennsylvania
$78K
PFBT
629
Parkside Financial Bank & Trust
Missouri
$77K
TNBTD
630
Trustmark National Bank Trust Department
Mississippi
$76K +$71.6K +194 New
FPFS
631
First Personal Financial Services
North Carolina
$75K
KA
632
Kaizen Advisory
Illinois
$69K
WWM
633
Willingdon Wealth Management
North Carolina
$68K -$1.84K -5 -3%
S
634
SignatureFD
Georgia
$68K +$4.06K +11 +7%
ST
635
Smithfield Trust
Pennsylvania
$65K -$6.27K -17 -9%
Bessemer Group
636
Bessemer Group
New Jersey
$65K +$43.2K +117 +234%
SIAS
637
Shine Investment Advisory Services
Colorado
$63K +$24K +65 +68%
CA
638
Crewe Advisors
Utah
$54K
AIM
639
Advantage Investment Management
Iowa
$54K +$51.3K +139 New
JAM
640
JCIC Asset Management
Ontario, Canada
$52K +$369 +1 +0.8%
RFA
641
Reilly Financial Advisors
California
$51K
LWA
642
Lowe Wealth Advisors
Maryland
$49K
BAM
643
Barrett Asset Management
New York
$47K
SFG
644
SevenBridge Financial Group
Pennsylvania
$47K +$44.3K +120 New
HR
645
Howe & Rusling
New York
$43K +$40.2K +109 New
QCG
646
Quadrant Capital Group
Ohio
$40K +$4.43K +12 +12%
BBHC
647
Brown Brothers Harriman & Co
New York
$40K +$11.4K +31 +44%
NEI
648
Northwest & Ethical Investments
Ontario, Canada
$38.3K -$111K -300 -75%
PGWM
649
Parisi Gray Wealth Management
New Jersey
$36K
GAM
650
Gemmer Asset Management
California
$35K -$21.4K -58 -39%

ALGN Hedge Fund Activity: Q3 2018 in Review

713 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2018, worth a combined $24.7B — up 13% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ALGN positions and 49 closed out — a net gain of 37 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $130M. The largest seller was Arrowstreet Capital, cutting an estimated $126M.

  • 713 institutional investors held Align Technology (ALGN) as of Q3 2018, up from 681 in Q2 2018.
  • Funds reported $24.7B of Align Technology stock for Q3 2018, up 13% quarter-over-quarter.
  • 86 funds opened new Align Technology positions in Q3 2018 and 49 closed out, a net change of +37 holders.
  • The largest Align Technology buyer in Q3 2018 was Citadel Advisors, an estimated $130M added.
  • The largest Align Technology seller in Q3 2018 was Arrowstreet Capital, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2018.