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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 %
HSA
476
HBK Sorce Advisory
Pennsylvania
$494K -$396K -1,186 -45%
Marshall Wace
477
Marshall Wace
United Kingdom
$489K +$489K +1,462 New
William Blair Investment Management
478
William Blair Investment Management
Illinois
$488K -$179K -535 -27%
BLC
479
Brown, Lisle/Cummings
Rhode Island
$485K – – –
CFG
480
Cooper Financial Group
California
$482K +$127K +381 +36%
Cetera Investment Advisers
481
Cetera Investment Advisers
Illinois
$480K -$15K -45 -3%
BFG
482
Bleakley Financial Group
New Jersey
$474K +$53.1K +159 +13%
SS
483
Simplicity Solutions
Minnesota
$474K +$474K +1,418 New
TA
484
Tactive Advisors
Florida
$473K +$473K +1,417 New
HCM
485
Howland Capital Management
Massachusetts
$470K – – –
CIP
486
Chartwell Investment Partners
Pennsylvania
$461K +$461K +1,378 New
PCS
487
Personal CFO Solutions
New Jersey
$453K +$3.34K +10 +0.7%
Lido Advisors
488
Lido Advisors
California
$449K -$29.4K -88 -6%
OTL
489
Oak Thistle LLC
New York
$443K +$443K +1,325 New
STA
490
Summit Trail Advisors
New York
$441K -$2.01K -6 -0.5%
S
491
SignatureFD
Georgia
$425K +$125K +375 +42%
Luther King Capital Management (LKCM)
492
Luther King Capital Management (LKCM)
Texas
$424K -$64.2K -192 -13%
WTA
493
Washington Trust Advisors
Massachusetts
$413K -$16.7K -50 -4%
EI
494
Ellevest Inc
New York
$407K +$149K +446 +58%
II
495
Inspire Investing
Idaho
$406K -$1.51M -4,528 -79%
JCM
496
Jag Capital Management
Missouri
$404K – – –
IP
497
Intellectus Partners
California
$394K -$11.7K -35 -3%
EF
498
Empowered Funds
Pennsylvania
$393K +$393K +1,177 New
UB
499
UMB Bank
Missouri
$392K +$142K +425 +57%
BMCM
500
Bryn Mawr Capital Management
Pennsylvania
$388K -$6.35K -19 -2%
18 19
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