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Align Technology
ALGN

Overview Fund Activity

764 hedge funds and large institutions have $22.5B invested in Align Technology in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 269 increasing their positions, 260 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+59
Holders Change %
+8.37%
% of All Funds
12.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
144
Increased
269
Reduced
260
Closed
72
Calls
$661M
Puts
$508M
Net Calls
+$153M
Net Calls Change
+$28.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$905M
2
Citadel Advisors
Citadel Advisors
Florida
+$317M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$166M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$142M
5
Millennium Management
Millennium Management
New York
+$103M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$187M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$151M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$124M
4
Sands Capital Management
Sands Capital Management
Virginia
-$122M
5
CGI
Comgest Global Investors
France
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
451
Davenport & Co
Virginia
$558K +$206K +616 +58%
AL
452
Aspiriant LLC
California
$556K -$11K -33 -2%
EMG
453
ETF Managers Group
New Jersey
$553K +$8.02K +24 +1%
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$550K -$4.34K -13 -0.8%
CNBT
455
Canandaigua National Bank & Trust
New York
$547K +$547K +1,637 New
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$546K +$150K +448 +38%
CCA
457
Conestoga Capital Advisors
Pennsylvania
$538K -$11.7K -35 -2%
CF
458
Copperwynd Financial
Arizona
$535K +$112K +335 +26%
SCM
459
Stevens Capital Management
Pennsylvania
$534K +$534K +1,597 New
PAG
460
Private Advisor Group
New Jersey
$529K +$529K +1,583 New
SF
461
Synovus Financial
Georgia
$526K +$1.34K +4 +0.3%
SYBT
462
Stock Yards Bank & Trust
Kentucky
$525K +$3.68K +11 +0.7%
YDMI
463
Y.D. More Investments
Israel
$523K -$288K -863 -36%
RC
464
Roundview Capital
New Jersey
$520K +$23.7K +71 +5%
CWM
465
Congress Wealth Management
Massachusetts
$516K +$1.34K +4 +0.3%
GIA
466
Gateway Investment Advisers
Ohio
$515K +$99.6K +298 +24%
FTDI
467
First Trust Direct Indexing
Massachusetts
$515K -$20.4K -61 -4%
PAG
468
Private Advisory Group
Washington
$512K +$512K +1,533 New
GBT
469
Grove Bank & Trust
Florida
$503K -$10.7K -32 -2%
ZIC
470
ZWJ Investment Counsel
Georgia
$501K – – –
NSEDCP
471
NJ State Employees Deferred Compensation Plan
New Jersey
$501K – – –
BAMF
472
BI Asset Management Fondsmaeglerselskab
Denmark
$500K +$348K +1,041 +229%
Acadian Asset Management
473
Acadian Asset Management
Massachusetts
$499K +$499K +1,497 New
DI
474
DFPG Investments
Utah
$497K +$77.9K +233 +19%
CC
475
Centiva Capital
New York
$497K +$497K +1,488 New
17 18
19
20 21