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Align Technology

636 hedge funds and large institutions have $14.3B invested in Align Technology in 2017 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 179 increasing their positions, 273 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 46

15% more funds holding

Funds holding: 553636 (+83)

14% more capital invested

Capital invested by funds: $12.6B → $14.3B (+$1.76B)

3.61% less ownership

Funds ownership: 84.2%80.59% (-3.6%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

34% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 273

38% less call options, than puts

Call options by funds: $173M | Put options by funds: $279M

Holders
636
Holders Change
+83
Holders Change %
+15.01%
% of All Funds
14.43%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.43%
New
134
Increased
179
Reduced
273
Closed
46
Calls
$173M
Puts
$279M
Net Calls
-$105M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$16.3M +$2.97M +13,071 +22%
RJA
127
Raymond James & Associates
Florida
$16.1M -$2.77M -12,212 -14%
TG
128
TCW Group
California
$16.1M +$16.4M +72,268 New
BCM
129
Bridgeway Capital Management
Texas
$15.9M +$2.67M +11,740 +20%
Macquarie Group
130
Macquarie Group
Australia
$15.8M -$31.8M -140,174 -66%
LWCFA
131
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.3M -$284K -1,250 -2%
RSCM
132
Rock Springs Capital Management
Maryland
$14.8M +$1.24M +5,450 +9%
KBC Group
133
KBC Group
Belgium
$14.3M -$111K -490 -0.8%
GKIM
134
GW&K Investment Management
Massachusetts
$14.2M -$20.7M -91,050 -59%
QIM
135
Quantitative Investment Management
Virginia
$14.1M +$14.4M +63,300 New
SI
136
Scout Investments
Missouri
$14M +$2.26M +9,931 +19%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$14M -$91.5K -403 -0.6%
BIM
138
Bogle Investment Management
Massachusetts
$13.9M +$245K +1,078 +2%
ACI
139
AMP Capital Investors
Australia
$13.4M +$2.63M +11,600 +24%
HCM
140
Hitchwood Capital Management
New York
$13.3M -$62.2M -273,700 -82%
LIC
141
Laurus Investment Counsel
Canada
$13.1M +$13.4M +59,145 New
RCM
142
Riverpark Capital Management
New York
$12.7M -$7.47M -32,872 -37%
GIA
143
Gateway Investment Advisers
Ohio
$12.5M -$3.88M -17,074 -23%
Stifel Financial
144
Stifel Financial
Missouri
$12.3M -$1.06M -4,656 -8%
SEI Investments
145
SEI Investments
Pennsylvania
$12.1M +$6.2M +27,297 +45%
TD Asset Management
146
TD Asset Management
Ontario, Canada
$12.1M +$758K +3,339 +7%
USAA
147
United Services Automobile Association
Texas
$11.9M +$3.83M +16,845 +46%
MFAM
148
Motley Fool Asset Management
Virginia
$11.3M -$14.8M -65,000 -56%
AG
149
Aperio Group
California
$11.3M +$1.79M +7,898 +18%
DBG
150
De Burlo Group
Massachusetts
$11.2M -$8.03M -35,350 -41%

ALGN Hedge Fund Activity: Q4 2017 in Review

636 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2017, worth a combined $14.3B — up 14% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new ALGN positions and 46 closed out — a net gain of 88 holders — while 179 added to existing stakes and 273 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $131M. The largest seller was Wellington Management Group, cutting an estimated $218M.

  • 636 institutional investors held Align Technology (ALGN) as of Q4 2017, up from 553 in Q3 2017.
  • Funds reported $14.3B of Align Technology stock for Q4 2017, up 14% quarter-over-quarter.
  • 134 funds opened new Align Technology positions in Q4 2017 and 46 closed out, a net change of +88 holders.
  • The largest Align Technology buyer in Q4 2017 was Renaissance Technologies, an estimated $131M added.
  • The largest Align Technology seller in Q4 2017 was Wellington Management Group, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2017.