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Align Technology

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: 769772 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
EB
351
Eastern Bank
Massachusetts
$1.49M
Jacobs Levy Equity Management
352
Jacobs Levy Equity Management
New Jersey
$1.48M +$1.33M +4,182 New
CGH
353
Crossmark Global Holdings
Texas
$1.46M -$58.9K -185 -5%
SAM
354
Silvercrest Asset Management
New York
$1.46M +$4.78K +15 +0.4%
PFG
355
PAX Financial Group
Texas
$1.42M -$35.7K -112 -3%
TRCT
356
Tower Research Capital (TRC)
New York
$1.42M +$484K +1,519 +61%
AWM
357
Avitas Wealth Management
California
$1.4M +$2.87K +9 +0.2%
SIAP
358
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.39M -$47.8K -150 -4%
BF
359
BOK Financial
Oklahoma
$1.36M -$352K -1,106 -22%
DILIC
360
Dai-ichi Life Insurance Company
Japan
$1.32M
CA
361
CoreCap Advisors
Michigan
$1.32M +$1.19M +3,724 New
AG
362
Algert Global
California
$1.3M +$1.17M +3,674 New
PCMU
363
Paragon Capital Management (Utah)
Utah
$1.29M +$1.16M +3,655 New
AA
364
ALPS Advisors
Colorado
$1.28M -$4.78K -15 -0.4%
MG
365
Marex Group
$1.28M +$1.15M +3,618 New
CIBC World Market
366
CIBC World Market
Ontario, Canada
$1.27M +$1.14M +3,584 New
NMERB
367
New Mexico Educational Retirement Board
New Mexico
$1.25M +$63.7K +200 +6%
Axa
368
Axa
France
$1.25M +$180K +565 +19%
BOC
369
Barbara Oil Co
Illinois
$1.23M
KAS
370
Kestra Advisory Services
Texas
$1.23M -$335K -1,053 -23%
PP
371
Prudential plc
United Kingdom
$1.19M +$141K +444 +15%
EOJOAM
372
E. Ohman J:or Asset Management
Sweden
$1.17M
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$1.17M -$10.5M -32,898 -91%
NLGIA
374
Nippon Life Global Investors Americas
New York
$1.15M
Caisse de Depot et Placement du Quebec (CDPQ)
375
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.14M -$63.7K -200 -6%

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.