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Align Technology

602 hedge funds and large institutions have $11.9B invested in Align Technology in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 211 increasing their positions, 238 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.41% less ownership

Funds ownership: 89.54%82.13% (-7.4%)

11% less funds holding

Funds holding: 678602 (-76)

11% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 238

36% less capital invested

Capital invested by funds: $18.6B → $11.9B (-$6.69B)

36% less call options, than puts

Call options by funds: $307M | Put options by funds: $483M

52% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 142

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
602
Holders Change
-76
Holders Change %
-11.21%
% of All Funds
13.2%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.11%
New
68
Increased
211
Reduced
238
Closed
142
Calls
$307M
Puts
$483M
Net Calls
-$176M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B -$947K -4,553 -0.1%
BlackRock
2
BlackRock
New York
$1.2B -$97.4M -468,618 -7%
Edgewood Management
3
Edgewood Management
Connecticut
$853M +$340M +1,633,957 +53%
State Street
4
State Street
Massachusetts
$556M +$2.26M +10,854 +0.4%
Sands Capital Management
5
Sands Capital Management
Virginia
$513M -$57.3M -275,507 -9%
Polen Capital Management
6
Polen Capital Management
Florida
$503M +$36.8M +177,178 +7%
Renaissance Technologies
7
Renaissance Technologies
New York
$401M -$66.9M -321,781 -13%
HA
8
HHLR Advisors
Cayman Islands
$283M +$325M +1,565,500 New
Invesco
9
Invesco
Georgia
$255M -$20.8M -100,078 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$231M +$9.61M +46,211 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$229M +$19.9M +95,788 +8%
Goldman Sachs
12
Goldman Sachs
New York
$217M -$16.2M -78,065 -6%
BCM
13
Bares Capital Management
Texas
$190M +$196M +944,240 +897%
Allianz Asset Management
14
Allianz Asset Management
Germany
$190M +$15.8M +76,117 +8%
N
15
Nuveen
North Carolina
$183M +$36.1M +173,591 +21%
Capital World Investors
16
Capital World Investors
California
$179M +$206M +989,369 New
Northern Trust
17
Northern Trust
Illinois
$176M -$5.92M -28,483 -3%
Ameriprise
18
Ameriprise
Minnesota
$168M +$24.6M +118,188 +15%
DGI
19
Disciplined Growth Investors
Minnesota
$168M +$3.86M +18,564 +2%
Norges Bank
20
Norges Bank
Norway
$154M
UBS AM
21
UBS AM
Illinois
$142M +$81.1M +390,178 +99%
Viking Global Investors
22
Viking Global Investors
Connecticut
$124M -$98.7M -474,822 -41%
Wells Fargo
23
Wells Fargo
California
$119M -$2.92M -14,067 -2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$113M +$103M +495,393 +378%
CS
25
Credit Suisse
Switzerland
$99.7M +$41.4M +198,981 +57%

ALGN Hedge Fund Activity: Q3 2019 in Review

602 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2019, worth a combined $11.9B — down 36% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of ALGN and 68 opened new positions — a net loss of 74 holders — while 238 trimmed existing stakes and 211 added.

The largest buyer was Edgewood Management, adding an estimated $340M. The largest seller was Private Advisor Group, cutting an estimated $787M.

  • 602 institutional investors held Align Technology (ALGN) as of Q3 2019, down from 678 in Q2 2019.
  • Funds reported $11.9B of Align Technology stock for Q3 2019, down 36% quarter-over-quarter.
  • 68 funds opened new Align Technology positions in Q3 2019 and 142 closed out, a net change of -74 holders.
  • The largest Align Technology buyer in Q3 2019 was Edgewood Management, an estimated $340M added.
  • The largest Align Technology seller in Q3 2019 was Private Advisor Group, an estimated $787M sold.

Based on aggregated 13F filings for Q3 2019.