We are live on ! Find out more
ALGN icon

Align Technology

788 hedge funds and large institutions have $18.1B invested in Align Technology in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 271 increasing their positions, 304 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 86.77%86.4% (-0.37%)

8% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 113

9% less call options, than puts

Call options by funds: $584M | Put options by funds: $645M

2% less funds holding

Funds holding: 807788 (-19)

11% less capital invested

Capital invested by funds: $20.3B → $18.1B (-$2.16B)

11% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 304

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
788
Holders Change
-19
Holders Change %
-2.35%
% of All Funds
11.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
104
Increased
271
Reduced
304
Closed
113
Calls
$584M
Puts
$645M
Net Calls
-$61.1M
Net Calls Change
-$89.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
251
Fjarde Ap-fonden
Sweden
$3.37M +$71.1K +300 +2%
GWM
252
Geneos Wealth Management
Colorado
$3.31M -$116K -488 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
253
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.29M +$2.84M +12,000 New
PIM
254
Progressive Investment Management
Oregon
$3.24M -$38.4K -162 -1%
RJFSA
255
Raymond James Financial Services Advisors
Florida
$3.18M -$2.24M -9,434 -45%
BF
256
BOK Financial
Oklahoma
$3.1M +$1.13M +4,783 +73%
Kayne Anderson Rudnick Investment Management
257
Kayne Anderson Rudnick Investment Management
California
$3.09M -$116K -488 -4%
YCM
258
Yousif Capital Management
Michigan
$3.07M -$60.2K -254 -2%
Truist Financial
259
Truist Financial
North Carolina
$3.06M +$526K +2,220 +25%
AI
260
Atria Investments
North Carolina
$3.04M -$183K -774 -7%
MML Investors Services
261
MML Investors Services
Massachusetts
$3.02M -$324K -1,368 -11%
OC
262
Oppenheimer & Co
New York
$2.93M +$493K +2,078 +24%
UA
263
Unison Advisors
District of Columbia
$2.9M
RFC
264
Regions Financial Corp
Alabama
$2.77M +$229K +968 +11%
NYLIM
265
New York Life Investment Management
New York
$2.77M -$14.7K -62 -0.6%
TRCT
266
Tower Research Capital (TRC)
New York
$2.77M +$1.37M +5,793 +134%
GAM
267
Gotham Asset Management
New York
$2.75M -$2.64M -11,156 -53%
AIM
268
Achmea Investment Management
Netherlands
$2.74M -$156K -660 -6%
SLAM
269
Swiss Life Asset Management
$2.74M -$253K -1,066 -10%
QCM
270
Quantinno Capital Management
New York
$2.73M +$449K +1,894 +23%
CIC
271
Cornercap Investment Counsel
Georgia
$2.71M +$2.35M +9,904 New
MM
272
Meridian Management
Arkansas
$2.7M +$784K +3,307 +57%
GC
273
Guggenheim Capital
Illinois
$2.7M -$3.92M -16,519 -63%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$2.69M -$2.56M -10,794 -52%
IG
275
ING Group
Netherlands
$2.67M -$2.01M -8,483 -47%

ALGN Hedge Fund Activity: Q4 2023 in Review

788 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2023, worth a combined $18.1B — down 11% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of ALGN and 104 opened new positions — a net loss of 9 holders — while 304 trimmed existing stakes and 271 added.

The largest buyer was Morgan Stanley, adding an estimated $343M. The largest seller was Edgewood Management, exiting entirely with an estimated $872M sold.

  • 788 institutional investors held Align Technology (ALGN) as of Q4 2023, down from 807 in Q3 2023.
  • Funds reported $18.1B of Align Technology stock for Q4 2023, down 11% quarter-over-quarter.
  • 104 funds opened new Align Technology positions in Q4 2023 and 113 closed out, a net change of -9 holders.
  • The largest Align Technology buyer in Q4 2023 was Morgan Stanley, an estimated $343M added.
  • The largest Align Technology seller in Q4 2023 was Edgewood Management, an estimated $872M sold.

Based on aggregated 13F filings for Q4 2023.