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Align Technology

553 hedge funds and large institutions have $12.6B invested in Align Technology in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 33

27% more capital invested

Capital invested by funds: $9.91B → $12.6B (+$2.66B)

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

10% more funds holding

Funds holding: 502553 (+51)

2.02% more ownership

Funds ownership: 82.18%84.2% (+2%)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 239

72% less call options, than puts

Call options by funds: $118M | Put options by funds: $421M

Holders
553
Holders Change
+51
Holders Change %
+10.16%
% of All Funds
13.79%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
92
Increased
171
Reduced
239
Closed
33
Calls
$118M
Puts
$421M
Net Calls
-$304M
Net Calls Change
-$236M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
Gateway Investment Advisers
Ohio
$13.6M +$1.44M +8,414 +13%
Franklin Resources
127
Franklin Resources
California
$13.2M +$2.46M +14,358 +25%
LWCFA
128
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.1M
ACM
129
Atika Capital Management
New York
$13M -$514K -3,000 -4%
Citigroup
130
Citigroup
New York
$12.6M +$2.45M +14,322 +27%
KBC Group
131
KBC Group
Belgium
$12.1M +$1.14M +6,658 +11%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$11.8M -$368K -2,150 -3%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$11.7M -$4.98M -29,081 -32%
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$11.6M +$4.19M +24,476 +65%
BIM
135
Bogle Investment Management
Massachusetts
$11.5M +$10.5M +61,533 New
RSCM
136
Rock Springs Capital Management
Maryland
$11.4M +$6.56M +38,300 +167%
GF
137
Goodman Financial
Texas
$11.3M -$1.37M -7,984 -12%
Stifel Financial
138
Stifel Financial
Missouri
$11.2M -$1.66M -9,671 -14%
SEI Investments
139
SEI Investments
Pennsylvania
$11.2M -$3.13M -18,258 -23%
BCM
140
Bridgeway Capital Management
Texas
$11.1M +$1.51M +8,800 +17%
Canada Life
141
Canada Life
Manitoba, Canada
$11.1M +$3.21M +18,761 +45%
Loomis, Sayles & Company
142
Loomis, Sayles & Company
Massachusetts
$10.7M -$3.72M -21,734 -27%
CSS
143
Cubist Systematic Strategies
Connecticut
$10.5M +$8.59M +50,178 +800%
NA
144
Navellier & Associates
Nevada
$10.2M -$2.36M -13,791 -20%
BNP Paribas Asset Management
145
BNP Paribas Asset Management
France
$10.2M +$4.62M +26,986 +97%
Canada Pension Plan Investment Board
146
Canada Pension Plan Investment Board
Ontario, Canada
$9.97M +$9.17M +53,550 New
SI
147
Scout Investments
Missouri
$9.92M +$9.12M +53,274 New
AAM
148
Advisors Asset Management
Colorado
$9.85M +$380K +2,220 +4%
TD Asset Management
149
TD Asset Management
Ontario, Canada
$9.5M +$56K +327 +0.6%
APG Asset Management
150
APG Asset Management
Netherlands
$9.39M +$7.19M +42,000 +500%