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Align Technology

788 hedge funds and large institutions have $18.1B invested in Align Technology in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 271 increasing their positions, 304 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 86.77%86.4% (-0.37%)

8% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 113

9% less call options, than puts

Call options by funds: $584M | Put options by funds: $645M

2% less funds holding

Funds holding: 807788 (-19)

11% less capital invested

Capital invested by funds: $20.3B → $18.1B (-$2.16B)

11% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 304

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
788
Holders Change
-19
Holders Change %
-2.35%
% of All Funds
11.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
104
Increased
271
Reduced
304
Closed
113
Calls
$584M
Puts
$645M
Net Calls
-$61.1M
Net Calls Change
-$89.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
526
DFPG Investments
Utah
$340K +$9.96K +42 +3%
GT
527
Greenleaf Trust
Michigan
$339K -$142K -597 -33%
BCV
528
Banque Cantonale Vaudoise
Switzerland
$332K
CC
529
Chicago Capital
Illinois
$331K +$286K +1,208 New
FCI
530
Financial Counselors Inc
Kansas
$330K -$1.28M -5,406 -82%
LNWWM
531
Laird Norton Wetherby Wealth Management
California
$330K -$84.2K -355 -23%
CI Investments Inc
532
CI Investments Inc
Ontario, Canada
$328K -$1.5M -6,320 -84%
WPC
533
Wedmont Private Capital
Pennsylvania
$327K +$13K +55 +5%
IP
534
Intellectus Partners
California
$322K -$2.85K -12 -1%
CT
535
Coastline Trust
Rhode Island
$322K
EAMA
536
EFG Asset Management (Americas)
Florida
$320K +$9.72K +41 +4%
VA
537
Vident Advisory
Georgia
$317K +$13.5K +57 +5%
ONB
538
Old National Bancorp
Indiana
$316K -$17.1K -72 -6%
VIM
539
VELA Investment Management
Ohio
$315K +$273K +1,151 New
FIM
540
Fernwood Investment Management
Massachusetts
$315K
PA
541
Profund Advisors
Maryland
$314K -$1.14M -4,789 -81%
EAM
542
Eventide Asset Management
Massachusetts
$307K -$191K -804 -42%
BFS
543
Bradley Foster & Sargent
Connecticut
$305K +$237 +1 +0.1%
SWA
544
Stratos Wealth Advisors
Ohio
$304K -$3.32K -14 -1%
BPA
545
Beacon Pointe Advisors
California
$304K -$6.88K -29 -3%
ITFISA
546
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$301K -$71.1K -300 -21%
PSB
547
Piscataqua Savings Bank
New Hampshire
$295K +$3.08K +13 +1%
PSC
548
Portman Square Capital
United Kingdom
$293K +$97K +409 +62%
CFG
549
Citizens Financial Group
Rhode Island
$289K
LSAG
550
Lake Street Advisors Group
New Hampshire
$287K +$248K +1,047 New

ALGN Hedge Fund Activity: Q4 2023 in Review

788 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2023, worth a combined $18.1B — down 11% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of ALGN and 104 opened new positions — a net loss of 9 holders — while 304 trimmed existing stakes and 271 added.

The largest buyer was Morgan Stanley, adding an estimated $343M. The largest seller was Edgewood Management, exiting entirely with an estimated $872M sold.

  • 788 institutional investors held Align Technology (ALGN) as of Q4 2023, down from 807 in Q3 2023.
  • Funds reported $18.1B of Align Technology stock for Q4 2023, down 11% quarter-over-quarter.
  • 104 funds opened new Align Technology positions in Q4 2023 and 113 closed out, a net change of -9 holders.
  • The largest Align Technology buyer in Q4 2023 was Morgan Stanley, an estimated $343M added.
  • The largest Align Technology seller in Q4 2023 was Edgewood Management, an estimated $872M sold.

Based on aggregated 13F filings for Q4 2023.