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Align Technology
ALGN

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: 769 → 772 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$264M
2
JP Morgan Chase
JP Morgan Chase
New York
+$113M
3
Invesco
Invesco
Georgia
+$73.4M
4
BlackRock
BlackRock
New York
+$70.9M
5
EPFB
Employees Provident Fund Board
Malaysia
+$66.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$275M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$101M
3
BCM
Bares Capital Management
Texas
-$95.8M
4
Sands Capital Management
Sands Capital Management
Virginia
-$75.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$3.43M +$316K +991 +11%
AIM
252
Achmea Investment Management
Netherlands
$3.41M +$1.16M +3,653 +61%
P
253
Pitcairn
Pennsylvania
$3.35M -$194K -608 -6%
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$3.29M -$54.1K -170 -2%
SC
255
Slow Capital
California
$3.26M -$63.7K -200 -2%
CG
256
Carmignac Gestion
France
$3.25M +$1.32M +4,140 +81%
LSERS
257
Louisiana State Employees Retirement System
Louisiana
$3.25M +$223K +700 +8%
EWM
258
Elevatus Welath Management
New York
$3.23M +$2.91M +9,146 New
VPIM
259
Vanguard Personalized Indexing Management
California
$3.22M +$41.4K +130 +1%
EP
260
Edgestream Partners
New Jersey
$3.18M +$2.86M +8,984 New
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$3.14M +$392K +1,231 +16%
MML Investors Services
262
MML Investors Services
Massachusetts
$3.12M +$2.8M +8,808 New
PFM
263
Patton Fund Management
Texas
$3.07M +$2.76M +8,668 New
OC
264
Oppenheimer & Co
New York
$3.06M +$92K +289 +3%
YIA
265
YHB Investment Advisors
Connecticut
$3.05M +$1.02M +3,191 +59%
NAM
266
Nissay Asset Management
Japan
$3.04M +$3.5K +11 +0.1%
SIA
267
Sit Investment Associates
Minnesota
$3.03M – – –
CNB
268
Czech National Bank
Czech Republic
$2.98M -$42.4K -133 -2%
LCM
269
Logan Capital Management
Pennsylvania
$2.95M -$333K -1,045 -11%
LCM
270
LRT Capital Management
Texas
$2.94M -$43.3K -136 -2%
ECM
271
Element Capital Management
New York
$2.93M +$158K +495 +6%
FA
272
FDx Advisors
Illinois
$2.93M -$7.84M -24,611 -75%
Truist Financial
273
Truist Financial
North Carolina
$2.92M -$331K -1,038 -11%
Two Sigma Advisers
274
Two Sigma Advisers
New York
$2.86M +$1.21M +3,800 +88%
AJ
275
Ashburton (Jersey)
Jersey
$2.85M +$625K +1,963 +32%
9 10
11
12 13

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.