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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
FC
301
Fulcrum Capital
Washington
$2.27M -$94.3K -296 -4%
SLAM
302
Swiss Life Asset Management
$2.18M -$352K -1,104 -15%
BHA
303
Beech Hill Advisors
New York
$2.13M +$1.92M +6,030 New
SO
304
STRS Ohio
Ohio
$2.12M – – –
PWS
305
Peloton Wealth Strategists
Indiana
$2.1M +$15.9K +50 +0.8%
PWP
306
Private Wealth Partners
California
$2.1M -$318K -1,000 -14%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$2.09M +$7.96K +25 +0.4%
MSRPS
308
Maryland State Retirement & Pension System
Maryland
$2.06M -$120K -377 -6%
SAM
309
Securian Asset Management
Minnesota
$2.06M -$79.6K -250 -4%
MM
310
Meridian Management
Arkansas
$2.05M -$36.9K -116 -2%
KRS
311
Kentucky Retirement Systems
Kentucky
$2.02M -$7.32K -23 -0.4%
EI
312
Ethic Inc
New York
$1.99M -$81.8K -257 -4%
KOCAA
313
Knights of Columbus Asset Advisors
Connecticut
$1.96M – – –
GAM
314
Gotham Asset Management
New York
$1.95M -$289K -906 -14%
Teacher Retirement System of Texas
315
Teacher Retirement System of Texas
Texas
$1.95M -$873K -2,742 -33%
Assenagon Asset Management
316
Assenagon Asset Management
Luxembourg
$1.95M +$1.15M +3,622 +192%
Cambridge Investment Research Advisors
317
Cambridge Investment Research Advisors
Iowa
$1.86M -$225K -706 -12%
SAI
318
Systematic Alpha Investments
New Jersey
$1.86M – – –
Wealthfront Advisers
319
Wealthfront Advisers
California
$1.85M -$67.8K -213 -4%
VAS
320
Vestmark Advisory Solutions
Massachusetts
$1.84M +$78.7K +247 +5%
WP
321
WMS Partners
Maryland
$1.78M -$2.23K -7 -0.1%
NB
322
Norinchukin Bank
Japan
$1.78M +$23.9K +75 +2%
Two Sigma Investments
323
Two Sigma Investments
New York
$1.77M +$764K +2,400 +92%
SA
324
Sicart Associates
New York
$1.77M -$54.1K -170 -3%
HIMCH
325
Hartford Investment Management Co (HIMCO)
Connecticut
$1.77M -$362K -1,137 -19%
11 12
13
14 15

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.