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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
IWA
501
Icon Wealth Advisors
Texas
$269K -$89.7K -380 -26%
FIM
502
Fernwood Investment Management
Massachusetts
$267K -$11.8K -50 -5%
LSAG
503
Lake Street Advisors Group
New Hampshire
$265K +$13K +55 +6%
NAM
504
NorthCrest Asset Manangement
Minnesota
$263K +$944 +4 +0.4%
SCA
505
Snowden Capital Advisors
New York
$259K -$124K -526 -34%
LJAC
506
L.J. Altfest & Co
New York
$255K -$2.36K -10 -1%
ACA
507
Aspire Capital Advisors
Washington
$254K
CAG
508
Crestwood Advisors Group
Massachusetts
$254K +$14.6K +62 +7%
GI
509
GAMMA Investing
California
$254K +$50.3K +213 +27%
MFAM
510
Motley Fool Asset Management
Virginia
$252K -$448K -1,897 -65%
FHA
511
First Horizon Advisors
Tennessee
$252K +$32.6K +138 +16%
DFCM
512
Dark Forest Capital Management
Puerto Rico
$249K +$231K +979 New
SCA
513
Summit Creek Advisors
Minnesota
$248K +$25.5K +108 +12%
PFBT
514
Parkside Financial Bank & Trust
Missouri
$248K +$8.49K +36 +4%
WA
515
WealthTrust Axiom
Pennsylvania
$248K
NIM
516
NEOS Investment Management
Connecticut
$247K
EF
517
Empowered Funds
Pennsylvania
$246K +$2.12K +9 +0.9%
KAS
518
Kestra Advisory Services
Texas
$245K -$8.26K -35 -4%
HI
519
Horizon Investments
North Carolina
$242K -$10.4K -44 -4%
DWT
520
Dorsey & Whitney Trust
South Dakota
$241K +$224K +949 New
SW
521
SteelPeak Wealth
California
$241K -$255K -1,079 -53%
SHGA
522
Sand Hill Global Advisors
California
$240K
PWG
523
Portside Wealth Group
Utah
$238K +$221K +936 New
DF
524
Dunhill Financial
United Kingdom
$238K +$2.12K +9 +1%
HAG
525
HighPoint Advisor Group
Illinois
$237K -$1.89K -8 -0.7%

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.