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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B -$1.12M -6,524 -0.1%
BlackRock
2
BlackRock
New York
$936M +$41.4M +242,025 +5%
Polen Capital Management
3
Polen Capital Management
Florida
$571M -$50.9M -297,394 -9%
State Street
4
State Street
Massachusetts
$562M -$21.6M -125,950 -4%
Renaissance Technologies
5
Renaissance Technologies
New York
$379M +$77M +449,519 +28%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$362M +$7.29M +42,570 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$310M +$21.7M +126,971 +8%
Goldman Sachs
8
Goldman Sachs
New York
$276M -$12.5M -72,913 -5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$268M +$46.2M +270,050 +23%
Bank of America
10
Bank of America
North Carolina
$240M +$139M +810,355 +170%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$236M -$42M -245,617 -16%
DGI
12
Disciplined Growth Investors
Minnesota
$203M -$3.51M -20,499 -2%
Norges Bank
13
Norges Bank
Norway
$189M +$65.7M +383,735 +61%
AllianceBernstein
14
AllianceBernstein
Tennessee
$188M -$82M -478,686 -32%
Northern Trust
15
Northern Trust
Illinois
$184M +$4M +23,362 +2%
JIM
16
Jupiter Investment Management
United Kingdom
$179M -$930K -5,431 -0.6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$165M +$5.08M +29,658 +3%
Invesco
18
Invesco
Georgia
$153M +$24.4M +142,318 +21%
Victory Capital Management
19
Victory Capital Management
Texas
$142M -$6.92M -40,436 -5%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$140M +$27M +157,890 +27%
GGHC
21
Gilder Gagnon Howe & Co
New York
$128M -$3.01M -17,571 -2%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$127M +$23.4M +136,898 +25%
Wells Fargo
23
Wells Fargo
California
$127M -$16.9M -98,870 -13%
Federated Hermes
24
Federated Hermes
Pennsylvania
$126M -$1.32M -7,692 -1%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$119M +$107M +625,576 +4,683%