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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
CB
426
Commerce Bank
Missouri
$694K -$499K -2,107 -45%
AFG
427
ABLE Financial Group
Arizona
$693K +$235K +991 +64%
EF
428
Empirical Finance
Pennsylvania
$688K +$4.03K +17 +0.7%
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$683K +$53.1K +224 +10%
BAM
430
Blueshift Asset Management
New Jersey
$677K +$586K +2,472 New
NB
431
Norinchukin Bank
Japan
$664K -$221K -932 -28%
MYLI
432
Meiji Yasuda Life Insurance
Japan
$663K
LP
433
LMR Partners
United Kingdom
$646K +$559K +2,356 New
SFFS
434
Stonehage Fleming Financial Services
Jersey
$644K +$177K +745 +46%
TCA
435
Trifecta Capital Advisors
Illinois
$643K -$237 -1 -0%
Group One Trading
436
Group One Trading
Illinois
$642K +$555K +2,343 New
BHCM
437
Brevan Howard Capital Management
Jersey
$635K +$550K +2,318 New
PAS
438
Park Avenue Securities
New York
$632K -$21.3K -90 -4%
NLGIA
439
Nippon Life Global Investors Americas
New York
$619K -$18.5M -78,090 -97%
CF
440
Copperwynd Financial
Arizona
$619K +$191K +804 +55%
NMIMC
441
Northwestern Mutual Investment Management Company
Wisconsin
$618K +$2.13K +9 +0.4%
MA
442
MONECO Advisors
Connecticut
$608K +$21.1K +89 +4%
CC
443
Centiva Capital
New York
$602K -$1.35M -5,677 -72%
VEA
444
Virtus ETF Advisers
New York
$602K -$3.56K -15 -0.7%
IWC
445
Integrated Wealth Concepts
Massachusetts
$590K -$33.7K -142 -6%
GA
446
GraniteShares Advisors
New York
$590K +$65.4K +276 +15%
DILIC
447
Dai-ichi Life Insurance Company
Japan
$590K -$394K -1,660 -44%
SIM
448
Sentry Investment Management
Wisconsin
$587K +$410K +1,728 +417%
MFAM
449
Motley Fool Asset Management
Virginia
$578K +$39.6K +167 +9%
MNBTD
450
Moody National Bank Trust Division
Texas
$567K -$260K -1,098 -35%

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.