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Align Technology

772 hedge funds and large institutions have $23.9B invested in Align Technology in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 242 increasing their positions, 315 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $22.5B → $23.9B (+$1.39B)

7% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 83

0.41% more ownership

Funds ownership: 87.79%88.19% (+0.41%)

0% more funds holding

Funds holding: 769772 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11% less call options, than puts

Call options by funds: $408M | Put options by funds: $458M

23% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 315

Holders
772
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.12%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
89
Increased
242
Reduced
315
Closed
83
Calls
$408M
Puts
$458M
Net Calls
-$49.5M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
NONA
226
Ninety One North America
New York
$4.94M +$99K +311 +2%
UCFA
227
United Capital Financial Advisors
Texas
$4.92M -$11.8K -37 -0.3%
MWM
228
Modera Wealth Management
New Jersey
$4.83M +$4.35M +13,660 New
URS
229
Utah Retirement Systems
Utah
$4.63M -$287K -900 -6%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.39M +$30.6K +96 +0.8%
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$4.34M -$37.3K -117 -0.9%
PIM
232
Progressive Investment Management
Oregon
$4.28M -$65.6K -206 -2%
GWM
233
Geneos Wealth Management
Colorado
$4.2M +$753K +2,364 +25%
AI
234
Atria Investments
North Carolina
$4.2M +$189K +592 +5%
Kayne Anderson Rudnick Investment Management
235
Kayne Anderson Rudnick Investment Management
California
$4.19M -$56.7K -178 -1%
YCM
236
Yousif Capital Management
Michigan
$4.15M +$5.73K +18 +0.2%
Macquarie Group
237
Macquarie Group
Australia
$4.13M -$1.02M -3,217 -22%
FAF
238
Fjarde Ap-fonden
Sweden
$4.07M -$31.8K -100 -0.9%
MOACM
239
Mutual of America Capital Management
New York
$4.05M -$37.6K -118 -1%
CCM
240
Cinctive Capital Management
New York
$4.03M +$3.63M +11,402 New
SG Americas Securities
241
SG Americas Securities
New York
$4.03M +$378K +1,187 +12%
CAN
242
Cetera Advisor Networks
California
$3.87M -$207K -650 -6%
UA
243
Unison Advisors
District of Columbia
$3.74M
D.E. Shaw & Co
244
D.E. Shaw & Co
New York
$3.68M +$1.8M +5,657 +119%
Daiwa Securities Group
245
Daiwa Securities Group
Japan
$3.6M -$93K -292 -3%
NYLIM
246
New York Life Investment Management
New York
$3.57M -$63K -198 -2%
RFC
247
Regions Financial Corp
Alabama
$3.52M -$162K -509 -5%
American Century Companies
248
American Century Companies
Missouri
$3.5M -$294K -923 -9%
SI
249
Stephens Inc
Arkansas
$3.46M -$158K -497 -5%
FFP
250
FourThought Financial Partners
Florida
$3.46M -$98.1K -308 -3%

ALGN Hedge Fund Activity: Q2 2023 in Review

772 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q2 2023, worth a combined $23.9B — up 6.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ALGN positions and 83 closed out — a net gain of 6 holders — while 242 added to existing stakes and 315 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $264M. The largest seller was Citadel Advisors, cutting an estimated $275M.

  • 772 institutional investors held Align Technology (ALGN) as of Q2 2023, up from 769 in Q1 2023.
  • Funds reported $23.9B of Align Technology stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 89 funds opened new Align Technology positions in Q2 2023 and 83 closed out, a net change of +6 holders.
  • The largest Align Technology buyer in Q2 2023 was Wellington Management Group, an estimated $264M added.
  • The largest Align Technology seller in Q2 2023 was Citadel Advisors, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2023.