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Align Technology

733 hedge funds and large institutions have $16.7B invested in Align Technology in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 257 increasing their positions, 277 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more capital invested

Capital invested by funds: $15.7B → $16.7B (+$1.04B)

1.9% more ownership

Funds ownership: 86.41%88.3% (+1.9%)

7% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 277

4% less funds holding

Funds holding: 767733 (-34)

18% less call options, than puts

Call options by funds: $285M | Put options by funds: $350M

26% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 107

Holders
733
Holders Change
-34
Holders Change %
-4.43%
% of All Funds
10.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
79
Increased
257
Reduced
277
Closed
107
Calls
$285M
Puts
$350M
Net Calls
-$64.3M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$138M +$30.6M +129,724 +32%
Holocene Advisors
27
Holocene Advisors
New York
$137M +$127M +539,819 New
Alyeska Investment Group
28
Alyeska Investment Group
Illinois
$137M +$19.1M +80,774 +18%
CIP
29
Champlain Investment Partners
Vermont
$136M -$3.03M -12,830 -2%
Allianz Asset Management
30
Allianz Asset Management
Germany
$130M +$9.32M +39,520 +8%
BCM
31
Bares Capital Management
Texas
$129M -$62.6M -265,305 -34%
MIM
32
Meridiem Investment Management
United Kingdom
$119M -$1.33M -5,622 -1%
SM
33
Senvest Management
New York
$117M +$46.9M +198,893 +76%
JP Morgan Chase
34
JP Morgan Chase
New York
$116M -$118M -500,298 -52%
Bank of America
35
Bank of America
North Carolina
$115M +$15.3M +65,021 +17%
Charles Schwab
36
Charles Schwab
California
$114M +$2.57M +10,887 +2%
DC
37
Davenport & Co
Virginia
$113M +$67.5M +285,878 +181%
Legal & General Group
38
Legal & General Group
United Kingdom
$112M -$1.49M -6,304 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$105M -$333K -1,410 -0.3%
Parnassus Investments
40
Parnassus Investments
California
$101M
Swedbank
41
Swedbank
Sweden
$99M +$21.2M +90,000 +30%
EPFB
42
Employees Provident Fund Board
Malaysia
$97.8M +$35.7M +151,096 +65%
AllianceBernstein
43
AllianceBernstein
Tennessee
$87.5M -$136M -576,111 -63%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$87.1M +$6.82M +28,924 +9%
RPI
45
Railway Pension Investments
United Kingdom
$83M -$9.79M -41,500 -11%
Deutsche Bank
46
Deutsche Bank
Germany
$82.2M +$4.06M +17,216 +6%
KeyBank National Association
47
KeyBank National Association
Ohio
$81.6M -$25.1M -106,413 -25%
B
48
Braidwell
Connecticut
$79.3M +$8.61M +36,472 +13%
AQR Capital Management
49
AQR Capital Management
Connecticut
$75.3M +$29.3M +124,219 +72%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$67.3M +$11.2M +47,595 +22%

ALGN Hedge Fund Activity: Q3 2024 in Review

733 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2024, worth a combined $16.7B — up 6.6% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of ALGN and 79 opened new positions — a net loss of 28 holders — while 277 trimmed existing stakes and 257 added.

The largest buyer was Wellington Management Group, adding an estimated $204M. The largest seller was AllianceBernstein, cutting an estimated $136M.

  • 733 institutional investors held Align Technology (ALGN) as of Q3 2024, down from 767 in Q2 2024.
  • Funds reported $16.7B of Align Technology stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 79 funds opened new Align Technology positions in Q3 2024 and 107 closed out, a net change of -28 holders.
  • The largest Align Technology buyer in Q3 2024 was Wellington Management Group, an estimated $204M added.
  • The largest Align Technology seller in Q3 2024 was AllianceBernstein, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2024.