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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
BCM
701
BBT Capital Management
Texas
-$241K -881 Closed
HSA
702
HBK Sorce Advisory
Pennsylvania
-$238K -870 Closed
QC
703
QCM Cayman
Texas
-$237K -867 Closed
IIM
704
Ipswich Investment Management
Massachusetts
-$235K -857 Closed
CT
705
Coastline Trust
Rhode Island
-$233K -850 Closed
CAN
706
Cetera Advisor Networks
California
-$228K -833 Closed
HFM
707
Harvest Fund Management
China
-$228K -832 Closed
PFS
708
Prospera Financial Services
Texas
-$225K -821 Closed
WS
709
Wedbush Securities
California
-$223K -816 Closed
SFA
710
Sequoia Financial Advisors
Ohio
-$221K -806 Closed
SM
711
Sciencast Management
New Jersey
-$222K -803 Closed
FNT
712
First Nebraska Trust
Nebraska
-$219K -800 Closed
MFG
713
Magnus Financial Group
New York
-$210K -769 Closed
WWM
714
Western Wealth Management
Colorado
-$206K -754 Closed
AWP
715
Ascent Wealth Partners
New York
-$206K -751 Closed
RBFC
716
Roman Butler Fullerton & Co
Missouri
-$201K -733 Closed
CAW
717
Cornerstone Advisors (Washington)
Washington
-$179K -655 Closed
PCP
718
Proficio Capital Partners
Massachusetts
-$169K -616 Closed
SAS
719
Stelac Advisory Services
New York
-$137K -500 Closed
PHK
720
Point72 Hong Kong
Hong Kong
-$111K -406 Closed
TPWA
721
TRUE Private Wealth Advisors
Oregon
-$45K -168 Closed
NMC
722
Nine Masts Capital
Hong Kong
-$40K -146 Closed
AC
723
Avestar Capital
New York
-$29K -120 Closed
SIM
724
Sonora Investment Management
Arizona
-$31K -114 Closed
CAC
725
Certified Advisory Corp
Florida
-$22K -80 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.