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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
HNB
651
Huntington National Bank
Ohio
$33K +$738 +2 +2%
RCAG
652
Rehmann Capital Advisory Group
Michigan
$32.5K
CAC
653
Certified Advisory Corp
Florida
$31K
TDC
654
Thompson Davis & Co
Virginia
$31K +$29.5K +80 New
PCA
655
Providence Capital Advisors
North Carolina
$30K
SWM
656
SeaCrest Wealth Management
New York
$29K -$20.3K -55 -42%
KTC
657
Kistler-Tiffany Companies
Pennsylvania
$29K
CAPTRUST Financial Advisors
658
CAPTRUST Financial Advisors
North Carolina
$29K +$12.2K +33 +80%
NFG
659
Next Financial Group
Texas
$28K +$26.2K +71 New
Fuller & Thaler Asset Management
660
Fuller & Thaler Asset Management
California
$27K
TSW
661
Thompson Siegel & Walmsley
Virginia
$27K
LNB
662
Ledyard National Bank
$26K
BAMG
663
Brand Asset Management Group
Missouri
$26K +$24.4K +66 New
FC
664
Ferris Capital
Massachusetts
$25K +$6.27K +17 +35%
TG
665
TLP Group
Illinois
$25K +$23.6K +64 New
MYIA
666
Mount Yale Investment Advisors
Colorado
$24K
AC
667
Avestar Capital
New York
$24K +$21K +57 +950%
CBT
668
Capital Bank & Trust
California
$24K +$22.9K +62 New
JA
669
JOYN Advisors
Georgia
$23K +$738 +2 +4%
OIA
670
OneDigital Investment Advisors
Kansas
$21K -$2.58K -7 -11%
ACS
671
Archford Capital Strategies
Illinois
$20K
GRP
672
Global Retirement Partners
California
$20K
JGIA
673
Jackson Grant Investment Advisers
Connecticut
$20K +$18.4K +50 New
TC
674
Truvestments Capital
Florida
$18K +$16.6K +45 New
EARNEST Partners
675
EARNEST Partners
Georgia
$17K

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.