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Align Technology

602 hedge funds and large institutions have $11.9B invested in Align Technology in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 211 increasing their positions, 238 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.41% less ownership

Funds ownership: 89.54%82.13% (-7.4%)

11% less funds holding

Funds holding: 678602 (-76)

11% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 238

36% less capital invested

Capital invested by funds: $18.6B → $11.9B (-$6.69B)

36% less call options, than puts

Call options by funds: $307M | Put options by funds: $483M

52% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 142

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
602
Holders Change
-76
Holders Change %
-11.21%
% of All Funds
13.2%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.11%
New
68
Increased
211
Reduced
238
Closed
142
Calls
$307M
Puts
$483M
Net Calls
-$176M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
676
Horizon Investments
North Carolina
-$342K -1,248 Closed
1WA
677
180 Wealth Advisors
Washington
-$251K -1,238 Closed
CCP
678
Corient Capital Partners
California
-$307K -1,121 Closed
BP
679
Ballentine Partners
Massachusetts
-$305K -1,114 Closed
MA
680
Mutual Advisors
Nebraska
-$304K -1,111 Closed
CC
681
ClearArc Capital
Ohio
-$303K -1,107 Closed
NICM
682
Neo Ivy Capital Management
New York
-$296K -1,080 Closed
MA
683
MANA Advisors
New York
-$295K -1,078 Closed
CI
684
Conning Inc
Connecticut
-$293K -1,070 Closed
SL
685
Signition LP
New York
-$292K -1,066 Closed
SWM
686
SVA Wealth Management
Wisconsin
-$287K -1,047 Closed
FHB
687
First Hawaiian Bank
Hawaii
-$286K -1,043 Closed
IB
688
Intrust Bank
Kansas
-$282K -1,030 Closed
PMG
689
ProVise Management Group
Florida
-$282K -1,029 Closed
EWM
690
Empirical Wealth Management
Washington
-$278K -1,015 Closed
BOPW
691
Brandywine Oak Private Wealth
Pennsylvania
-$276K -1,012 Closed
FIM
692
Fernwood Investment Management
Massachusetts
-$274K -1,000 Closed
NSEDCP
693
NJ State Employees Deferred Compensation Plan
New Jersey
-$274K -1,000 Closed
RCM
694
Requisite Capital Management
Texas
-$274K -1,000 Closed
CBOA
695
Commonwealth Bank of Australia
Australia
-$269K -991 Closed
PWMG
696
Prestige Wealth Management Group
New Jersey
-$257K -938 Closed
CCM
697
Community Capital Management
Florida
-$256K -934 Closed
C
698
Cerebellum
California
-$255K -931 Closed
BRWA
699
B. Riley Wealth Advisors
Florida
-$250K -906 Closed
EMG
700
Ellington Management Group
Connecticut
-$246K -900 Closed

ALGN Hedge Fund Activity: Q3 2019 in Review

602 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2019, worth a combined $11.9B — down 36% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of ALGN and 68 opened new positions — a net loss of 74 holders — while 238 trimmed existing stakes and 211 added.

The largest buyer was Edgewood Management, adding an estimated $340M. The largest seller was Private Advisor Group, cutting an estimated $787M.

  • 602 institutional investors held Align Technology (ALGN) as of Q3 2019, down from 678 in Q2 2019.
  • Funds reported $11.9B of Align Technology stock for Q3 2019, down 36% quarter-over-quarter.
  • 68 funds opened new Align Technology positions in Q3 2019 and 142 closed out, a net change of -74 holders.
  • The largest Align Technology buyer in Q3 2019 was Edgewood Management, an estimated $340M added.
  • The largest Align Technology seller in Q3 2019 was Private Advisor Group, an estimated $787M sold.

Based on aggregated 13F filings for Q3 2019.