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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
Wealthfront Advisers
276
Wealthfront Advisers
California
$2.67M +$1.08M +4,571 +88%
HighTower Advisors
277
HighTower Advisors
Illinois
$2.66M -$2.26M -9,529 -50%
Rafferty Asset Management
278
Rafferty Asset Management
New York
$2.65M -$5.83M -24,611 -72%
GS
279
GTS Securities
New York
$2.64M +$904K +3,815 +65%
PI
280
PEAK6 Investments
Illinois
$2.62M +$2.27M +9,565 +478,250%
MOACM
281
Mutual of America Capital Management
New York
$2.62M -$384K -1,619 -14%
SC
282
Slow Capital
California
$2.61M +$62.1K +262 +3%
CAN
283
Cetera Advisor Networks
California
$2.54M -$350K -1,476 -14%
CWM
284
CIBC World Markets
New York
$2.52M -$836K -3,528 -28%
N
285
Natixis
France
$2.52M +$1.44M +6,059 +193%
SI
286
Symmetry Investments
Jersey
$2.51M +$2.17M +9,144 New
VLKIM
287
Van Lanschot Kempen Investment Management
Netherlands
$2.5M +$174K +736 +9%
Mariner
288
Mariner
Kansas
$2.48M +$280K +1,183 +15%
Creative Planning
289
Creative Planning
Kansas
$2.46M -$259K -1,094 -11%
MYAM
290
Meiji Yasuda Asset Management
Japan
$2.44M +$237 +1 +0%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$2.4M -$29.9K -126 -1%
NPT
292
National Philanthropic Trust
Pennsylvania
$2.39M +$2.07M +8,739 New
Daiwa Securities Group
293
Daiwa Securities Group
Japan
$2.39M -$346K -1,461 -14%
LIP
294
Liontrust Investment Partners
United Kingdom
$2.35M +$1.2M +5,047 +142%
SIA
295
Sit Investment Associates
Minnesota
$2.35M
LCM
296
Logan Capital Management
Pennsylvania
$2.32M -$65.7K -277 -3%
SWS
297
SYSTM Wealth Solutions
Illinois
$2.3M +$878K +3,702 +79%
YIA
298
YHB Investment Advisors
Connecticut
$2.29M -$92.9K -392 -4%
BCIM
299
British Columbia Investment Management
British Columbia, Canada
$2.29M +$422K +1,779 +27%
NAM
300
Nissay Asset Management
Japan
$2.27M -$226K -953 -10%

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.