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Align Technology

655 hedge funds and large institutions have $16B invested in Align Technology in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 194 increasing their positions, 280 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 66

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $14.3B → $16B (+$1.65B)

3% more funds holding

Funds holding: 636655 (+19)

1.14% less ownership

Funds ownership: 80.59%79.45% (-1.1%)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 280

49% less call options, than puts

Call options by funds: $227M | Put options by funds: $449M

Holders
655
Holders Change
+19
Holders Change %
+2.99%
% of All Funds
15.01%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.5%
New
91
Increased
194
Reduced
280
Closed
66
Calls
$227M
Puts
$449M
Net Calls
-$222M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.02B +$112M +434,634 +6%
BlackRock
2
BlackRock
New York
$1.27B -$22.2M -86,619 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$743M +$88.5M +344,500 +13%
State Street
4
State Street
Massachusetts
$730M -$32.6M -127,052 -4%
Sands Capital Management
5
Sands Capital Management
Virginia
$681M +$696M +2,709,813 New
Polen Capital Management
6
Polen Capital Management
Florida
$670M +$12M +46,871 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$338M -$4.72M -18,361 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$319M -$73.4M -285,894 -18%
Invesco
9
Invesco
Georgia
$291M -$12.4M -48,173 -4%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$285M +$7.51M +29,232 +3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$245M +$70.6M +274,998 +39%
Northern Trust
12
Northern Trust
Illinois
$244M +$46.5K +181 +0%
DGI
13
Disciplined Growth Investors
Minnesota
$241M -$8.8M -34,252 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$240M +$5.21M +20,298 +2%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$227M +$47.5M +184,823 +26%
Bank of America
16
Bank of America
North Carolina
$212M -$59.1M -230,154 -21%
Norges Bank
17
Norges Bank
Norway
$206M -$2.19M -8,529 -1%
JIM
18
Jupiter Investment Management
United Kingdom
$182M -$56.4M -219,628 -23%
Wells Fargo
19
Wells Fargo
California
$180M +$8.43M +32,810 +5%
Morgan Stanley
20
Morgan Stanley
New York
$154M -$70.2M -273,366 -31%
Federated Hermes
21
Federated Hermes
Pennsylvania
$145M -$14.3M -55,855 -9%
Goldman Sachs
22
Goldman Sachs
New York
$142M -$121M -472,021 -46%
Ameriprise
23
Ameriprise
Minnesota
$126M +$42.9M +167,219 +50%
Victory Capital Management
24
Victory Capital Management
Texas
$123M -$42.5M -165,463 -25%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$122M +$12.5M +48,605 +11%

ALGN Hedge Fund Activity: Q1 2018 in Review

655 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2018, worth a combined $16B — up 12% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ALGN positions and 66 closed out — a net gain of 25 holders — while 194 added to existing stakes and 280 trimmed.

The largest buyer was Sands Capital Management, opening a new position worth an estimated $696M. The largest seller was AllianceBernstein, cutting an estimated $149M.

  • 655 institutional investors held Align Technology (ALGN) as of Q1 2018, up from 636 in Q4 2017.
  • Funds reported $16B of Align Technology stock for Q1 2018, up 12% quarter-over-quarter.
  • 91 funds opened new Align Technology positions in Q1 2018 and 66 closed out, a net change of +25 holders.
  • The largest Align Technology buyer in Q1 2018 was Sands Capital Management, an estimated $696M added.
  • The largest Align Technology seller in Q1 2018 was AllianceBernstein, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2018.