We are live on ! Find out more
ALGN icon

Align Technology
ALGN

772 hedge funds and large institutions have $23.9B invested in Align Technology in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 242 increasing their positions, 315 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $22.5B → $23.9B (+$1.39B)

7% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 83

0.41% more ownership

Funds ownership: 87.79% → 88.19% (+0.41%)

0% more funds holding

Funds holding: 769 → 772 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

11% less call options, than puts

Call options by funds: $408M | Put options by funds: $458M

23% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 315

Holders
772
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.12%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
89
Increased
242
Reduced
315
Closed
83
Calls
$408M
Puts
$458M
Net Calls
-$49.5M
Net Calls Change
-$208M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$264M
2
JP Morgan Chase
JP Morgan Chase
New York
+$113M
3
Invesco
Invesco
Georgia
+$73.4M
4
BlackRock
BlackRock
New York
+$70.9M
5
EPFB
Employees Provident Fund Board
Malaysia
+$66.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$275M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$101M
3
BCM
Bares Capital Management
Texas
-$95.8M
4
Sands Capital Management
Sands Capital Management
Virginia
-$75.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
576
Cetera Advisors
Colorado
$249K -$7.32K -23 -3%
SCA
577
Summit Creek Advisors
Minnesota
$244K +$318 +1 +0.1%
AAS
578
Avantax Advisory Services
Texas
$242K +$218K +684 New
IIM
579
Ipswich Investment Management
Massachusetts
$240K – – –
Parallax Volatility Advisers
580
Parallax Volatility Advisers
California
$240K +$216K +679 New
VIA
581
Vident Investment Advisory
Georgia
$239K -$36.9K -116 -15%
CGA
582
Crescent Grove Advisors
Illinois
$239K -$6.37K -20 -3%
JAG
583
Journey Advisory Group
Kentucky
$239K – – –
PFBT
584
Parkside Financial Bank & Trust
Missouri
$239K +$6.05K +19 +3%
CSPIA
585
Cary Street Partners Investment Advisory
Virginia
$237K -$3.5K -11 -2%
DMIC
586
Dixon Mitchell Investment Counsel
British Columbia, Canada
$234K – – –
SAG
587
SageView Advisory Group
California
$233K +$955 +3 +0.5%
PSC
588
Portman Square Capital
United Kingdom
$233K +$210K +660 New
MAS
589
Meeder Advisory Services
Ohio
$231K -$955 -3 -0.5%
EWM
590
Endurance Wealth Management
Rhode Island
$230K – – –
NB
591
Nicolet Bankshares
Wisconsin
$230K – – –
SW
592
SVB Wealth
Massachusetts
$228K -$48.4K -152 -19%
MG
593
Mather Group
Illinois
$228K +$205K +644 New
PA
594
Parallel Advisors
California
$224K +$318 +1 +0.2%
MFGM
595
Marshall Financial Group (Maryland)
Maryland
$223K – – –
TA
596
Tectonic Advisors
Texas
$223K +$201K +630 New
VCM
597
Virtue Capital Management
Tennessee
$221K -$3.18K -10 -2%
GA
598
Geller Advisors
New York
$220K +$198K +622 New
BL
599
Balentine LLC
Georgia
$220K -$2.55K -8 -1%
RJT
600
Raymond James Trust
Florida
$219K -$18.2K -57 -8%
22 23
24
25 26

ALGN Hedge Fund Activity: Q2 2023 in Review

772 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q2 2023, worth a combined $23.9B — up 6.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ALGN positions and 83 closed out — a net gain of 6 holders — while 242 added to existing stakes and 315 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $264M. The largest seller was Citadel Advisors, cutting an estimated $275M.

  • 772 institutional investors held Align Technology (ALGN) as of Q2 2023, up from 769 in Q1 2023.
  • Funds reported $23.9B of Align Technology stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 89 funds opened new Align Technology positions in Q2 2023 and 83 closed out, a net change of +6 holders.
  • The largest Align Technology buyer in Q2 2023 was Wellington Management Group, an estimated $264M added.
  • The largest Align Technology seller in Q2 2023 was Citadel Advisors, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2023.