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Align Technology

817 hedge funds and large institutions have $21.6B invested in Align Technology in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 305 increasing their positions, 279 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 74

19% more capital invested

Capital invested by funds: $18.1B → $21.6B (+$3.49B)

4% more funds holding

Funds holding: 788817 (+29)

1.5% more ownership

Funds ownership: 86.4%87.89% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 279

44% less call options, than puts

Call options by funds: $375M | Put options by funds: $668M

Holders
817
Holders Change
+29
Holders Change %
+3.68%
% of All Funds
11.77%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
111
Increased
305
Reduced
279
Closed
74
Calls
$375M
Puts
$668M
Net Calls
-$293M
Net Calls Change
-$232M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$175M -$70.8M -241,163 -31%
Macquarie Group
27
Macquarie Group
Australia
$166M +$16.2M +55,112 +12%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$156M +$17.7M +60,290 +15%
Legal & General Group
29
Legal & General Group
United Kingdom
$147M -$2.12M -7,238 -2%
Charles Schwab
30
Charles Schwab
California
$144M +$4.26M +14,525 +3%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$143M +$12.7M +43,144 +11%
Holocene Advisors
32
Holocene Advisors
New York
$141M +$28.7M +97,871 +29%
KeyBank National Association
33
KeyBank National Association
Ohio
$140M +$17K +58 +0%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$140M +$97.8M +333,473 +356%
Bank of America
35
Bank of America
North Carolina
$132M +$33.8M +115,183 +40%
Parnassus Investments
36
Parnassus Investments
California
$130M
MIM
37
Meridiem Investment Management
United Kingdom
$129M +$3.43M +11,676 +3%
Ameriprise
38
Ameriprise
Minnesota
$127M -$77.9M -265,538 -41%
UBS AM
39
UBS AM
Illinois
$126M +$3.7M +12,616 +3%
RPI
40
Railway Pension Investments
United Kingdom
$121M
Alyeska Investment Group
41
Alyeska Investment Group
Illinois
$108M +$52.2M +177,997 +118%
Swedbank
42
Swedbank
Sweden
$96.1M +$73.3M +249,865 +578%
RP
43
Riverbridge Partners
Minnesota
$95.7M +$512K +1,746 +0.6%
Amundi
44
Amundi
France
$94.5M -$59.6M -203,158 -39%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$92.4M -$5.06M -17,237 -6%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$91.4M +$366K +1,246 +0.4%
Barclays
47
Barclays
United Kingdom
$89.9M +$30.2M +103,064 +60%
EAM
48
Eagle Asset Management
Florida
$84.3M -$947K -3,227 -1%
Deutsche Bank
49
Deutsche Bank
Germany
$78.8M +$2.41M +8,210 +4%
William Blair & Company
50
William Blair & Company
Illinois
$77.7M -$23.5K -80 -0%

ALGN Hedge Fund Activity: Q1 2024 in Review

817 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2024, worth a combined $21.6B — up 19% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ALGN positions and 74 closed out — a net gain of 37 holders — while 305 added to existing stakes and 279 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $321M. The largest seller was Morgan Stanley, cutting an estimated $435M.

  • 817 institutional investors held Align Technology (ALGN) as of Q1 2024, up from 788 in Q4 2023.
  • Funds reported $21.6B of Align Technology stock for Q1 2024, up 19% quarter-over-quarter.
  • 111 funds opened new Align Technology positions in Q1 2024 and 74 closed out, a net change of +37 holders.
  • The largest Align Technology buyer in Q1 2024 was Ninety One (UK), an estimated $321M added.
  • The largest Align Technology seller in Q1 2024 was Morgan Stanley, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2024.