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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
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$2.27M -$91.7K -387 -4%
RL
302
Retireful LLC
Michigan
$2.23M +$1.93M +8,143 New
Two Sigma Investments
303
Two Sigma Investments
New York
$2.22M +$735K +3,100 +62%
LCM
304
LRT Capital Management
Texas
$2.22M -$360K -1,518 -16%
FC
305
Fulcrum Capital
Washington
$2.2M +$373K +1,573 +24%
AIM
306
ARK Investment Management
Florida
$2.13M -$173K -728 -9%
AJ
307
Ashburton (Jersey)
Jersey
$2.11M -$276K -1,163 -14%
SSA
308
Schonfeld Strategic Advisors
New York
$2.1M +$1.15M +4,850 +173%
RAM
309
Robocap Asset Management
United Kingdom
$2.09M
RFN
310
RDA Financial Network
Iowa
$2.06M +$195K +823 +12%
PNAA
311
Pictet North America Advisors
Switzerland
$2.01M +$1.66K +7 +0.1%
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$1.99M +$58.8K +248 +4%
Mackenzie Financial
313
Mackenzie Financial
Ontario, Canada
$1.95M -$12.3K -52 -0.7%
Bank of Nova Scotia
314
Bank of Nova Scotia
Ontario, Canada
$1.95M +$390K +1,646 +30%
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$1.91M -$5.84M -24,652 -78%
VPIM
316
Vanguard Personalized Indexing Management
California
$1.9M -$570K -2,403 -26%
VanEck Associates
317
VanEck Associates
New York
$1.88M +$1.63M +6,869 New
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$1.87M +$24.9K +105 +2%
M&T Bank
319
M&T Bank
New York
$1.87M -$103K -433 -6%
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$1.84M +$399K +1,683 +33%
Credit Agricole
321
Credit Agricole
France
$1.83M +$559K +2,356 +55%
BCI
322
Brinker Capital Investments
Pennsylvania
$1.76M -$189K -798 -11%
OPS
323
Orion Portfolio Solutions
Nebraska
$1.76M -$189K -798 -11%
AG
324
Ascent Group
Virginia
$1.74M +$807K +3,403 +145%
DPAM
325
Degroof Petercam Asset Management
Belgium
$1.73M +$1.49M +6,300 New

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.