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Align Technology

681 hedge funds and large institutions have $21.9B invested in Align Technology in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 236 increasing their positions, 283 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 47

37% more capital invested

Capital invested by funds: $16B → $21.9B (+$5.93B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

4% more funds holding

Funds holding: 655681 (+26)

0.54% more ownership

Funds ownership: 79.45%79.99% (+0.54%)

17% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 283

39% less call options, than puts

Call options by funds: $369M | Put options by funds: $601M

Holders
681
Holders Change
+26
Holders Change %
+3.97%
% of All Funds
15.59%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
79
Increased
236
Reduced
283
Closed
47
Calls
$369M
Puts
$601M
Net Calls
-$232M
Net Calls Change
-$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$80.1M +$204K +685 +0.3%
TG
52
TCW Group
California
$73.6M +$12.2M +40,946 +24%
TA
53
Teachers Advisors
New York
$73.2M +$22.9M +76,840 +56%
RG
54
Rathbones Group
United Kingdom
$72.7M -$9.1M -30,500 -13%
Los Angeles Capital Management
55
Los Angeles Capital Management
California
$70.4M -$4.78M -16,020 -7%
Prudential Financial
56
Prudential Financial
New Jersey
$70.1M +$10.5M +35,227 +21%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$69.1M +$24M +80,293 +66%
MFWM
58
Motley Fool Wealth Management
Virginia
$66.9M -$1.75M -5,875 -3%
Allianz Asset Management
59
Allianz Asset Management
Germany
$66.7M +$5.83M +19,538 +11%
Korea Investment Corp
60
Korea Investment Corp
South Korea
$66.7M +$10.7M +36,000 +23%
Deutsche Bank
61
Deutsche Bank
Germany
$63.7M -$7.25M -24,301 -12%
UBS Group
62
UBS Group
Switzerland
$63.3M +$1.34M +4,478 +2%
PAI
63
Palo Alto Investors
California
$63.2M -$10.2M -34,100 -16%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$62.3M -$8.18M -27,433 -13%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$61.8M -$4.61M -15,450 -8%
PPA
66
Parametric Portfolio Associates
Washington
$61.3M +$3.78M +12,679 +8%
First Trust Advisors
67
First Trust Advisors
Illinois
$58.7M -$6.19M -20,765 -11%
FCM
68
Frontier Capital Management
Massachusetts
$58M -$15.9M -53,210 -24%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$56.8M -$5.4M -18,090 -10%
BAMCO Inc
70
BAMCO Inc
New York
$55.3M +$13.5M +45,170 +39%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$54.4M -$38.8K -130 -0.1%
CM
72
Castleark Management
Illinois
$54.3M +$15.2M +50,900 +47%
PAMU
73
Pictet Asset Management (UK)
United Kingdom
$54.1M -$61.4M -205,915 -57%
US Bancorp
74
US Bancorp
Minnesota
$53.7M -$5.94M -19,929 -11%
CCI
75
Columbus Circle Investors
$53.6M +$16.6M +55,626 +55%

ALGN Hedge Fund Activity: Q2 2018 in Review

681 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q2 2018, worth a combined $21.9B — up 37% from $16B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ALGN positions and 47 closed out — a net gain of 32 holders — while 236 added to existing stakes and 283 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was Polen Capital Management, cutting an estimated $90M.

  • 681 institutional investors held Align Technology (ALGN) as of Q2 2018, up from 655 in Q1 2018.
  • Funds reported $21.9B of Align Technology stock for Q2 2018, up 37% quarter-over-quarter.
  • 79 funds opened new Align Technology positions in Q2 2018 and 47 closed out, a net change of +32 holders.
  • The largest Align Technology buyer in Q2 2018 was Fidelity Investments, an estimated $364M added.
  • The largest Align Technology seller in Q2 2018 was Polen Capital Management, an estimated $90M sold.

Based on aggregated 13F filings for Q2 2018.