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Align Technology

669 hedge funds and large institutions have $18.7B invested in Align Technology in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 210 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

120% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 65

58% more capital invested

Capital invested by funds: $11.9B → $18.7B (+$6.86B)

11% more funds holding

Funds holding: 602669 (+67)

3.14% more ownership

Funds ownership: 82.13%85.28% (+3.1%)

3% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 217

25% less call options, than puts

Call options by funds: $492M | Put options by funds: $655M

Holders
669
Holders Change
+67
Holders Change %
+11.13%
% of All Funds
13.18%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
143
Increased
210
Reduced
217
Closed
65
Calls
$492M
Puts
$655M
Net Calls
-$163M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.23B +$17.8M +71,274 +0.9%
BlackRock
2
BlackRock
New York
$1.8B -$42.4M -170,017 -3%
Edgewood Management
3
Edgewood Management
Connecticut
$1.31B -$4.08M -16,372 -0.3%
State Street
4
State Street
Massachusetts
$865M +$5.63M +22,598 +0.7%
Sands Capital Management
5
Sands Capital Management
Virginia
$816M +$21.9M +87,856 +3%
Polen Capital Management
6
Polen Capital Management
Florida
$789M +$11.5M +46,267 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$729M +$98.5M +394,948 +18%
HA
8
HHLR Advisors
Cayman Islands
$657M +$197M +788,091 +50%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$373M +$14.9M +59,656 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$339M -$12.7M -50,738 -4%
BCM
11
Bares Capital Management
Texas
$332M +$35.1M +140,891 +13%
Capital World Investors
12
Capital World Investors
California
$320M +$39.2M +157,375 +16%
Goldman Sachs
13
Goldman Sachs
New York
$307M -$25.2M -101,083 -8%
Northern Trust
14
Northern Trust
Illinois
$267M -$4.74M -19,009 -2%
DGI
15
Disciplined Growth Investors
Minnesota
$265M +$4.86M +19,488 +2%
Allianz Asset Management
16
Allianz Asset Management
Germany
$258M -$31.1M -124,762 -12%
Ameriprise
17
Ameriprise
Minnesota
$251M -$7.56M -30,325 -3%
AllianceBernstein
18
AllianceBernstein
Tennessee
$250M +$67.3M +270,055 +43%
N
19
Nuveen
North Carolina
$248M -$31.5M -126,282 -12%
Norges Bank
20
Norges Bank
Norway
$238M
Invesco
21
Invesco
Georgia
$193M -$179M -717,070 -51%
UBS AM
22
UBS AM
Illinois
$176M -$37.7M -151,301 -19%
Wells Fargo
23
Wells Fargo
California
$175M -$7.07M -28,342 -4%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$151M +$26.1M +104,500 +24%
Bank of America
25
Bank of America
North Carolina
$139M -$3.22M -12,924 -3%

ALGN Hedge Fund Activity: Q4 2019 in Review

669 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2019, worth a combined $18.7B — up 58% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new ALGN positions and 65 closed out — a net gain of 78 holders — while 210 added to existing stakes and 217 trimmed.

The largest buyer was HHLR Advisors, adding an estimated $197M. The largest seller was Invesco, cutting an estimated $179M.

  • 669 institutional investors held Align Technology (ALGN) as of Q4 2019, up from 602 in Q3 2019.
  • Funds reported $18.7B of Align Technology stock for Q4 2019, up 58% quarter-over-quarter.
  • 143 funds opened new Align Technology positions in Q4 2019 and 65 closed out, a net change of +78 holders.
  • The largest Align Technology buyer in Q4 2019 was HHLR Advisors, an estimated $197M added.
  • The largest Align Technology seller in Q4 2019 was Invesco, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2019.