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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
FC
401
FORA Capital
Florida
$920K +$829K +2,602 New
VCA
402
Verdence Capital Advisors
Maryland
$918K -$65.6K -206 -7%
AWAU
403
Alliance Wealth Advisors (Utah)
Utah
$917K +$27.1K +85 +3%
SFI
404
Siemens Fonds Invest
Germany
$914K
BBHC
405
Brown Brothers Harriman & Co
New York
$912K -$210K -659 -20%
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$903K -$9.87K -31 -1%
AIP
407
Ameritas Investment Partners
Nebraska
$886K -$9.55K -30 -1%
VA
408
Valmark Advisers
Ohio
$866K -$46.2K -145 -6%
BTWM
409
Baker Tilly Wealth Management
Wisconsin
$865K -$22.9K -72 -3%
MYLI
410
Meiji Yasuda Life Insurance
Japan
$856K
HVM
411
Harvest Volatility Management
Connecticut
$834K -$112K -352 -13%
WA
412
WealthTrust Axiom
Pennsylvania
$822K
Mercer Global Advisors
413
Mercer Global Advisors
Colorado
$816K +$33.1K +104 +5%
BCV
414
Banque Cantonale Vaudoise
Switzerland
$814K +$82.5K +259 +13%
LTAS
415
Linden Thomas Advisory Services
North Carolina
$812K +$33.8K +106 +5%
MA
416
MONECO Advisors
Connecticut
$805K -$19.4K -61 -3%
IWC
417
Integrated Wealth Concepts
Massachusetts
$804K +$371K +1,164 +105%
EF
418
Empirical Finance
Pennsylvania
$801K +$83.4K +262 +13%
NMIMC
419
Northwestern Mutual Investment Management Company
Wisconsin
$794K -$12.4K -39 -2%
VI
420
Versor Investments
New York
$769K +$693K +2,175 New
V
421
Veritable
Delaware
$751K -$76.4K -240 -10%
DC
422
Davenport & Co
Virginia
$745K +$139K +437 +26%
FHB
423
First Hawaiian Bank
Hawaii
$744K +$637 +2 +0.1%
BAAM
424
Baker Avenue Asset Management
California
$727K +$64K +201 +11%
SIM
425
Sentry Investment Management
Wisconsin
$723K +$31.8K +100 +5%

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.