We are live on ! Find out more
ALGN icon

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
WIM
676
Westside Investment Management
California
$14.9K
BFC
677
Bedel Financial Consulting
Indiana
$14K
VFA
678
Valeo Financial Advisors
Indiana
$14K
MWM
679
MinichMacGregor Wealth Management
New York
$13K
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$11K +$1.11K +3 +12%
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$4.8K +13 +81%
AIM
682
Anchor Investment Management
South Carolina
$10.6K
VCM
683
Versant Capital Management
Arizona
$9K
FIA
684
FNY Investment Advisers
New York
$9K +$8.86K +24 New
FHA
685
First Horizon Advisors
Tennessee
$9K +$9.22K +25 New
BWM
686
Baystate Wealth Management
Massachusetts
$8K
CIA
687
CSat Investment Advisory
Michigan
$8K +$369 +1 +5%
CFD
688
Creative Financial Designs
Indiana
$8K +$7.38K +20 New
PAI
689
Pittenger & Anderson Inc
Nebraska
$7K
AS
690
Altshuler Shaham
Israel
$7K +$7.01K +19 New
SFSIG
691
San Francisco Sentry Investment Group
California
$7K +$7.01K +19 New
SMFS
692
Squar Milner Financial Services
California
$6K -$8.12K -22 -59%
HCM
693
Hilton Capital Management
New York
$6K
TFO
694
Tarbox Family Office
California
$6K
RIM
695
Rampart Investment Management
Connecticut
$5.12K -$1.03M -2,802 -18%
OFW
696
Omnia Family Wealth
Florida
$5K
TL
697
TrueWealth LLC
Georgia
$5K
DWM
698
Destination Wealth Management
California
$5K +$5.17K +14 New
RWA
699
Ropes Wealth Advisors
Massachusetts
$5K +$5.17K +14 New
CAG
700
Csenge Advisory Group
Florida
$5K +$9.96K +27 New

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.