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Align Technology

434 hedge funds and large institutions have $8.13B invested in Align Technology in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $6.71B → $8.13B (+$1.42B)

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

10% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 149

0.69% more ownership

Funds ownership: 87.63%88.32% (+0.69%)

0% less funds holding

Funds holding: 435434 (-1)

1% less call options, than puts

Call options by funds: $59.4M | Put options by funds: $60.1M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
434
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.8%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
65
Increased
164
Reduced
149
Closed
56
Calls
$59.4M
Puts
$60.1M
Net Calls
-$686K
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
101
Asset Management One
Japan
$13M -$993K -9,827 -8%
Two Sigma Investments
102
Two Sigma Investments
New York
$13M +$7.37M +72,990 +183%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M +$702K +6,950 +7%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$12.5M -$211K -2,086 -2%
Legal & General Group
105
Legal & General Group
United Kingdom
$12.5M +$3.76M +37,227 +52%
JCM
106
Jag Capital Management
Missouri
$11.8M +$990K +9,805 +11%
Fisher Asset Management
107
Fisher Asset Management
Washington
$11.2M -$422K -4,177 -4%
AQR Capital Management
108
AQR Capital Management
Connecticut
$10.9M +$2.57M +25,422 +37%
CFG
109
Citizens Financial Group
Rhode Island
$10.7M -$298K -2,954 -3%
SEI Investments
110
SEI Investments
Pennsylvania
$10.5M +$2.27M +22,489 +33%
ACP
111
Ashfield Capital Partners
California
$9.97M
SI
112
Stephens Inc
Arkansas
$9.36M -$38K -376 -0.5%
Robeco Institutional Asset Management
113
Robeco Institutional Asset Management
Netherlands
$8.86M +$695K +6,884 +10%
VRS
114
Virginia Retirement Systems
Virginia
$8.8M +$10.1K +100 +0.1%
Federated Hermes
115
Federated Hermes
Pennsylvania
$8.78M -$2.34M -23,169 -23%
Stifel Financial
116
Stifel Financial
Missouri
$8.64M +$791K +7,834 +12%
Axa
117
Axa
France
$8.57M -$4.94M -48,900 -40%
GF
118
Goodman Financial
Texas
$8.53M -$204K -2,015 -3%
OCAM
119
Owl Creek Asset Management
New York
$8.5M +$7.49M +74,100 New
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$8.44M +$3.45M +34,162 +87%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$8.39M +$32.1K +318 +0.4%
Loomis, Sayles & Company
122
Loomis, Sayles & Company
Massachusetts
$8.12M -$137K -1,355 -2%
LWCFA
123
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.07M
TA
124
Teachers Advisors
New York
$8.05M +$333K +3,298 +5%
MTIP
125
Magee Thomson Investment Partners
California
$7.82M -$10.6M -104,600 -61%

ALGN Hedge Fund Activity: Q1 2017 in Review

434 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2017, worth a combined $8.13B — up 21% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new ALGN positions and 56 closed out — a net gain of 9 holders — while 164 added to existing stakes and 149 trimmed.

The largest buyer was BlackRock, adding an estimated $659M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $105M sold.

  • 434 institutional investors held Align Technology (ALGN) as of Q1 2017, down from 435 in Q4 2016.
  • Funds reported $8.13B of Align Technology stock for Q1 2017, up 21% quarter-over-quarter.
  • 65 funds opened new Align Technology positions in Q1 2017 and 56 closed out, a net change of +9 holders.
  • The largest Align Technology buyer in Q1 2017 was BlackRock, an estimated $659M added.
  • The largest Align Technology seller in Q1 2017 was 1832 Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2017.