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Align Technology

765 hedge funds and large institutions have $23.8B invested in Align Technology in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 241 increasing their positions, 312 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
12.06%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
87
Increased
241
Reduced
312
Closed
83
Calls
$403M
Puts
$458M
Net Calls
-$54.8M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
JAG
576
Journey Advisory Group
Kentucky
$239K
PFBT
577
Parkside Financial Bank & Trust
Missouri
$239K +$6.72K +19 +3%
CSPIA
578
Cary Street Partners Investment Advisory
Virginia
$237K -$3.89K -11 -2%
DMIC
579
Dixon Mitchell Investment Counsel
British Columbia, Canada
$234K
SAG
580
SageView Advisory Group
California
$233K +$1.06K +3 +0.5%
PSC
581
Portman Square Capital
United Kingdom
$233K +$233K +660 New
MAS
582
Meeder Advisory Services
Ohio
$231K -$1.06K -3 -0.5%
EWM
583
Endurance Wealth Management
Rhode Island
$230K
NB
584
Nicolet Bankshares
Wisconsin
$230K
SW
585
SVB Wealth
Massachusetts
$228K -$53.8K -152 -19%
MG
586
Mather Group
Illinois
$228K +$228K +644 New
PA
587
Parallel Advisors
California
$224K +$354 +1 +0.2%
MFGM
588
Marshall Financial Group (Maryland)
Maryland
$223K
TA
589
Tectonic Advisors
Texas
$223K +$223K +630 New
VCM
590
Virtue Capital Management
Tennessee
$221K -$3.37K -10 -2%
GA
591
Geller Advisors
New York
$220K +$220K +622 New
BL
592
Balentine LLC
Georgia
$220K -$2.83K -8 -1%
RJT
593
Raymond James Trust
Florida
$219K -$20.2K -57 -8%
BFO
594
Boston Family Office
Massachusetts
$218K
T
595
TOBAM
France
$218K +$73.8K +209 +51%
BP
596
Ballentine Partners
Massachusetts
$217K -$11.7K -33 -5%
SWA
597
SFMG Wealth Advisors
Texas
$210K -$50.9K -144 -20%
FFA
598
First Foundation Advisors
California
$209K +$209K +591 New
WAG
599
Wallace Advisory Group
California
$206K
IA
600
IFP Advisors
Florida
$205K -$3.18K -9 -2%