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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
TRSOTSOK
326
Teachers Retirement System of the State of Kentucky
Kentucky
$1.72M -$68K -287 -4%
Schroder Investment Management Group
327
Schroder Investment Management Group
United Kingdom
$1.67M -$522K -2,200 -26%
AAIS
328
ABN AMRO Investment Solutions
$1.65M +$523K +2,207 +58%
GIBU
329
Gulf International Bank (UK)
United Kingdom
$1.65M -$174K -735 -11%
SO
330
STRS Ohio
Ohio
$1.64M -$623K -2,628 -30%
VI
331
Versor Investments
New York
$1.64M +$629K +2,654 +79%
CAM
332
Cresset Asset Management
Illinois
$1.63M -$2.88M -12,168 -67%
PWP
333
Private Wealth Partners
California
$1.63M
MSRPS
334
Maryland State Retirement & Pension System
Maryland
$1.6M
SS
335
Sunbelt Securities
Texas
$1.59M +$1.32M +5,564 +2,440%
KRS
336
Kentucky Retirement Systems
Kentucky
$1.56M -$165K -694 -11%
BHA
337
Beech Hill Advisors
New York
$1.53M -$114K -480 -8%
SI
338
Stephens Inc
Arkansas
$1.53M -$111K -468 -8%
Wealth Enhancement Advisory Services
339
Wealth Enhancement Advisory Services
Minnesota
$1.53M -$910K -3,840 -41%
OPERF
340
Oregon Public Employees Retirement Fund
Oregon
$1.53M -$1.4M -5,903 -51%
SEC
341
Seven Eight Capital
New York
$1.52M +$450K +1,900 +52%
KOCAA
342
Knights of Columbus Asset Advisors
Connecticut
$1.52M
AWP
343
Ascent Wealth Partners
New York
$1.51M +$1.05M +4,428 +407%
EP
344
Edgestream Partners
New Jersey
$1.5M +$480K +2,023 +58%
PWS
345
Peloton Wealth Strategists
Indiana
$1.5M -$414K -1,748 -24%
SAI
346
Systematic Alpha Investments
New Jersey
$1.44M
PP
347
Prudential plc
United Kingdom
$1.42M -$218K -920 -15%
CAM
348
Congress Asset Management
Massachusetts
$1.42M -$6.43M -27,143 -84%
FA
349
FDx Advisors
Illinois
$1.42M -$49.3K -208 -4%
1WM
350
1900 Wealth Management
Texas
$1.4M +$435K +1,833 +56%

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.