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Align Technology
ALGN

807 hedge funds and large institutions have $20.3B invested in Align Technology in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 294 increasing their positions, 288 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 64

5% more funds holding

Funds holding: 772 → 807 (+35)

6% more call options, than puts

Call options by funds: $513M | Put options by funds: $484M

2% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 288

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.43% less ownership

Funds ownership: 88.19% → 86.77% (-1.4%)

15% less capital invested

Capital invested by funds: $23.9B → $20.3B (-$3.58B)

Holders
807
Holders Change
+35
Holders Change %
+4.53%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
104
Increased
294
Reduced
288
Closed
64
Calls
$513M
Puts
$484M
Net Calls
+$28.7M
Net Calls Change
+$78.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$278M
2
JP Morgan Chase
JP Morgan Chase
New York
+$275M
3
Ameriprise
Ameriprise
Minnesota
+$203M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$65.2M
5
TC
TwinBeech Capital
New York
+$60.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$286M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$246M
3
Sands Capital Management
Sands Capital Management
Virginia
-$183M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$150M
5
Edgewood Management
Edgewood Management
Connecticut
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
476
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$548K -$497K -1,438 -44%
GBT
477
Grove Bank & Trust
Florida
$545K +$63.2K +183 +11%
YMRC
478
Yorktown Management & Research Company
Virginia
$527K – – –
Fuller & Thaler Asset Management
479
Fuller & Thaler Asset Management
California
$526K -$58.7K -170 -9%
SWP
480
Stratos Wealth Partners
Ohio
$520K +$343K +993 +140%
PGFC
481
Peapack-Gladstone Financial Corp
New Jersey
$518K – – –
FHA
482
Flagship Harbor Advisors
Massachusetts
$517K +$15.2K +44 +3%
OAM
483
Ostrum Asset Management
France
$517K +$262K +758 +81%
HIM
484
Hillsdale Investment Management
Ontario, Canada
$514K +$104K +300 +22%
O
485
Ossiam
France
$511K +$38.7K +112 +7%
IA
486
Inspire Advisors
Idaho
$508K +$575K +1,665 New
Lido Advisors
487
Lido Advisors
California
$507K +$94.3K +273 +20%
STA
488
Summit Trail Advisors
New York
$507K -$18.3K -53 -3%
LCM
489
Landscape Capital Management
New Jersey
$503K -$7.95K -23 -1%
WI
490
WrapManager Inc
California
$500K -$26.3K -76 -4%
CCA
491
Conestoga Capital Advisors
Pennsylvania
$500K +$69.5K +201 +14%
ET
492
Equitable Trust
Tennessee
$500K -$20.4K -59 -3%
CCM
493
Coldstream Capital Management
Washington
$497K -$30.8K -89 -5%
RWPA
494
Richard W. Paul & Associates
Michigan
$496K -$61.2K -177 -10%
SFFS
495
Stonehage Fleming Financial Services
Jersey
$494K -$44.9K -130 -7%
LTAS
496
Linden Thomas Advisory Services
North Carolina
$489K -$240K -694 -30%
ZIC
497
ZWJ Investment Counsel
Georgia
$484K +$547K +1,584 New
Acadian Asset Management
498
Acadian Asset Management
Massachusetts
$481K +$198K +573 +57%
SF
499
Synovus Financial
Georgia
$481K -$1.38K -4 -0.3%
LNWWM
500
Laird Norton Wetherby Wealth Management
California
$476K -$19K -55 -3%
18 19
20
21 22

ALGN Hedge Fund Activity: Q3 2023 in Review

807 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2023, worth a combined $20.3B — down 15% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new ALGN positions and 64 closed out — a net gain of 40 holders — while 294 added to existing stakes and 288 trimmed.

The largest buyer was BlackRock, adding an estimated $278M. The largest seller was Capital World Investors, cutting an estimated $286M.

  • 807 institutional investors held Align Technology (ALGN) as of Q3 2023, up from 772 in Q2 2023.
  • Funds reported $20.3B of Align Technology stock for Q3 2023, down 15% quarter-over-quarter.
  • 104 funds opened new Align Technology positions in Q3 2023 and 64 closed out, a net change of +40 holders.
  • The largest Align Technology buyer in Q3 2023 was BlackRock, an estimated $278M added.
  • The largest Align Technology seller in Q3 2023 was Capital World Investors, an estimated $286M sold.

Based on aggregated 13F filings for Q3 2023.