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Align Technology

633 hedge funds and large institutions have $13.8B invested in Align Technology in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 201 increasing their positions, 281 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.26% more ownership

Funds ownership: 78.67%82.93% (+4.3%)

8% less call options, than puts

Call options by funds: $283M | Put options by funds: $309M

11% less funds holding

Funds holding: 713633 (-80)

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 281

44% less capital invested

Capital invested by funds: $24.7B → $13.8B (-$10.9B)

44% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 167

73% less funds holding in top 10

Funds holding in top 10: 267 (-19)

Holders
633
Holders Change
-80
Holders Change %
-11.22%
% of All Funds
14.1%
Holding in Top 10
7
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-73.08%
% of All Funds
0.16%
New
93
Increased
201
Reduced
281
Closed
167
Calls
$283M
Puts
$309M
Net Calls
-$25.6M
Net Calls Change
+$229M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B -$4.62M -18,298 -0.2%
BlackRock
2
BlackRock
New York
$1.45B +$422M +1,670,441 +32%
Sands Capital Management
3
Sands Capital Management
Virginia
$688M +$111M +440,909 +16%
State Street
4
State Street
Massachusetts
$627M -$3.79M -15,013 -0.5%
Renaissance Technologies
5
Renaissance Technologies
New York
$528M -$65.4M -258,900 -9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$433M +$322M +1,274,837 +160%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$362M -$20.5M -80,973 -4%
Polen Capital Management
8
Polen Capital Management
Florida
$359M -$101M -397,794 -19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$280M +$61.7M +244,095 +22%
Invesco
10
Invesco
Georgia
$264M -$37.4M -148,073 -11%
Ameriprise
11
Ameriprise
Minnesota
$224M +$169M +670,745 +167%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$221M +$2.43M +9,617 +0.9%
TCM
13
Tybourne Capital Management
Hong Kong
$216M +$260M +1,030,572 New
Bank of America
14
Bank of America
North Carolina
$210M +$28.7M +113,569 +13%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$209M +$36.5M +144,619 +17%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$201M -$13.5M -53,603 -5%
DGI
17
Disciplined Growth Investors
Minnesota
$200M +$4.66M +18,459 +2%
Northern Trust
18
Northern Trust
Illinois
$193M +$1.26M +4,994 +0.5%
MCM
19
Melvin Capital Management
New York
$184M +$221M +876,215 New
Norges Bank
20
Norges Bank
Norway
$180M +$8.97M +35,491 +4%
Winslow Capital Management
21
Winslow Capital Management
Minnesota
$176M +$69.7M +275,905 +49%
Allianz Asset Management
22
Allianz Asset Management
Germany
$160M +$64.7M +256,218 +50%
Goldman Sachs
23
Goldman Sachs
New York
$145M +$30.7M +121,570 +21%
JIM
24
Jupiter Investment Management
United Kingdom
$143M -$12.6M -49,952 -7%
Wells Fargo
25
Wells Fargo
California
$132M +$28.4M +112,260 +22%

ALGN Hedge Fund Activity: Q4 2018 in Review

633 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2018, worth a combined $13.8B — down 44% from $24.7B a quarter earlier.

Sellers outnumbered buyers: 167 funds closed out of ALGN and 93 opened new positions — a net loss of 74 holders — while 281 trimmed existing stakes and 201 added.

The largest buyer was BlackRock, adding an estimated $422M. The largest seller was AQR Capital Management, cutting an estimated $105M.

  • 633 institutional investors held Align Technology (ALGN) as of Q4 2018, down from 713 in Q3 2018.
  • Funds reported $13.8B of Align Technology stock for Q4 2018, down 44% quarter-over-quarter.
  • 93 funds opened new Align Technology positions in Q4 2018 and 167 closed out, a net change of -74 holders.
  • The largest Align Technology buyer in Q4 2018 was BlackRock, an estimated $422M added.
  • The largest Align Technology seller in Q4 2018 was AQR Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2018.