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Align Technology

678 hedge funds and large institutions have $18.6B invested in Align Technology in 2019 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 256 increasing their positions, 230 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 56

11% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 230

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5.5% more ownership

Funds ownership: 84.04%89.54% (+5.5%)

5% more funds holding

Funds holding: 646678 (+32)

3% less capital invested

Capital invested by funds: $19.1B → $18.6B (-$557M)

12% less call options, than puts

Call options by funds: $512M | Put options by funds: $584M

Holders
678
Holders Change
+32
Holders Change %
+4.95%
% of All Funds
14.73%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
98
Increased
256
Reduced
230
Closed
56
Calls
$512M
Puts
$584M
Net Calls
-$71.3M
Net Calls Change
-$76M
Name Holding Trade Value Shares
Change
Change in
Stake
HM
51
HealthCor Management
New York
$56.2M +$62.1M +205,510 New
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$56.1M +$32.2M +106,511 +108%
Citadel Advisors
53
Citadel Advisors
Florida
$55.9M +$32M +105,993 +108%
Bessemer Group
54
Bessemer Group
New Jersey
$55.5M +$60.8M +201,508 +16,612%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$54M +$9.91M +32,831 +20%
AAMU
56
Amundi Asset Management US
Massachusetts
$52.7M +$953K +3,155 +2%
William Blair & Company
57
William Blair & Company
Illinois
$51.5M +$1.06M +3,516 +2%
Victory Capital Management
58
Victory Capital Management
Texas
$51.4M +$7.35M +24,327 +15%
OCBV
59
Ownership Capital B.V.
Netherlands
$50.1M +$1.21M +4,001 +2%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$49.1M +$19.2M +63,499 +55%
PAMU
61
Pictet Asset Management (UK)
United Kingdom
$48.3M -$1.74M -5,747 -3%
FCM
62
Frontier Capital Management
Massachusetts
$46.4M -$9.81M -32,478 -16%
Barclays
63
Barclays
United Kingdom
$45.6M +$12.7M +42,029 +34%
USAA
64
United Services Automobile Association
Texas
$45.2M +$75.8K +251 +0.2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$44.4M -$14.2M -46,914 -22%
Franklin Resources
66
Franklin Resources
California
$43.4M +$2.95M +9,758 +7%
PHS
67
PFM Health Sciences
California
$42.5M -$17.3M -57,430 -27%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$42.2M +$1.58M +5,235 +4%
JIM
69
Jupiter Investment Management
United Kingdom
$41.5M +$45.8M +151,764 New
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$41.2M -$785K -2,600 -2%
PAI
71
Palo Alto Investors
California
$40.4M -$5.41M -17,900 -11%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$40.4M -$171K -565 -0.4%
US Bancorp
73
US Bancorp
Minnesota
$39.8M -$59.8K -198 -0.1%
Jennison Associates
74
Jennison Associates
New York
$37.9M -$87.6K -290 -0.2%
Citigroup
75
Citigroup
New York
$37.7M +$7.64M +25,286 +23%

ALGN Hedge Fund Activity: Q2 2019 in Review

678 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q2 2019, worth a combined $18.6B — down 2.9% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ALGN positions and 56 closed out — a net gain of 42 holders — while 256 added to existing stakes and 230 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $1.14B. The largest seller was Viking Global Investors, cutting an estimated $192M.

  • 678 institutional investors held Align Technology (ALGN) as of Q2 2019, up from 646 in Q1 2019.
  • Funds reported $18.6B of Align Technology stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 98 funds opened new Align Technology positions in Q2 2019 and 56 closed out, a net change of +42 holders.
  • The largest Align Technology buyer in Q2 2019 was Private Advisor Group, an estimated $1.14B added.
  • The largest Align Technology seller in Q2 2019 was Viking Global Investors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2019.