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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
AWM
401
AE Wealth Management
Kansas
$862K +$85.8K +362 +12%
GFP
402
Gryphon Financial Partners
Ohio
$840K +$78.2K +330 +31%
AIM
403
Aigen Investment Management
New York
$835K +$722K +3,047 New
PRC
404
Pearl River Capital
Michigan
$834K +$721K +3,043 New
UWS
405
Unique Wealth Strategies
Illinois
$808K +$699K +2,950 New
CS
406
Candriam SCA
Luxembourg
$807K
MLICM
407
Metropolitan Life Insurance Company (MetLife)
New York
$794K -$10.9K -46 -2%
LCM
408
Laurion Capital Management
New York
$774K +$670K +2,825 New
TCM
409
Teza Capital Management
Illinois
$774K +$669K +2,823 New
Mercer Global Advisors
410
Mercer Global Advisors
Colorado
$749K +$57.4K +242 +10%
MGP
411
Metis Global Partners
California
$747K -$209K -881 -24%
SPIA
412
Steward Partners Investment Advisory
New York
$741K -$105K -441 -14%
AWAU
413
Alliance Wealth Advisors (Utah)
Utah
$740K -$474 -2 -0.1%
EOJOAM
414
E. Ohman J:or Asset Management
Sweden
$740K -$142K -600 -18%
Lido Advisors
415
Lido Advisors
California
$739K +$246K +1,037 +62%
Los Angeles Capital Management
416
Los Angeles Capital Management
California
$733K -$37.7M -159,167 -98%
BB
417
Bell Bank
North Dakota
$721K -$56.7K -239 -8%
AHIA
418
Andrew Hill Investment Advisors
Florida
$717K +$621K +2,618 New
QI
419
Qtron Investments
Massachusetts
$715K +$619K +2,610 New
XT
420
XTX Topco
Cayman Islands
$714K +$116K +488 +23%
BBHC
421
Brown Brothers Harriman & Co
New York
$708K +$107K +452 +21%
FHA
422
Flagship Harbor Advisors
Massachusetts
$705K +$209K +880 +52%
SG Americas Securities
423
SG Americas Securities
New York
$704K -$1.62M -6,854 -73%
YC
424
Yarbrough Capital
Tennessee
$700K +$408K +1,722 +206%
KRSITF
425
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$695K -$74.9K -316 -11%

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.