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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
HI
551
Horizon Investments
North Carolina
$286K +$3.32K +14 +1%
TPCW
552
TD Private Client Wealth
New York
$284K +$96.2K +406 +64%
OIA
553
OneDigital Investment Advisors
Kansas
$284K +$246K +1,036 New
NAM
554
NorthCrest Asset Manangement
Minnesota
$284K
SWP
555
Stratos Wealth Partners
Ohio
$283K -$159K -670 -39%
UB
556
UMB Bank
Missouri
$282K +$4.27K +18 +2%
HCA
557
Harbor Capital Advisors
Illinois
$281K +$3.79K +16 +2%
CPIG
558
Chicago Partners Investment Group
Illinois
$280K +$28.9K +122 +13%
CG
559
Cynosure Group
Utah
$278K +$35.1K +148 +17%
KP
560
Keel Point
Alabama
$276K +$239K +1,007 New
KOC
561
Koss-Olinger Consulting
Florida
$274K -$820K -3,459 -78%
ACA
562
Aspire Capital Advisors
Washington
$274K
TSW
563
Three Seasons Wealth
Utah
$272K +$59.5K +251 +34%
NIM
564
NEOS Investment Management
Connecticut
$270K -$570K -2,405 -71%
NG
565
Norden Group
Utah
$267K -$51K -215 -18%
WA
566
WealthTrust Axiom
Pennsylvania
$267K -$225K -950 -49%
GL
567
Graypoint LLC
New York
$265K -$5.45K -23 -2%
PCOC
568
Power Corp of Canada
Canada
$263K +$228K +960 New
STA
569
Summit Trail Advisors
New York
$260K -$168K -710 -43%
WEG
570
World Equity Group
Illinois
$259K +$5.21K +22 +2%
PCS
571
Personal CFO Solutions
New Jersey
$257K -$103K -435 -32%
YDMI
572
Y.D. More Investments
Israel
$256K
BMCM
573
Bryn Mawr Capital Management
Pennsylvania
$254K -$21.8K -92 -9%
EFSCE
574
Enterprise Financial Services Corp (EFSC)
Missouri
$250K -$2.37K -10 -1%
CAG
575
Crestwood Advisors Group
Massachusetts
$249K +$6.88K +29 +3%

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.