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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
DF
576
Donoghue Forlines
Massachusetts
$249K +$215K +909 New
BWM
577
Baron Wealth Management
Michigan
$248K
UM
578
UniSuper Management
Australia
$247K -$60.5K -255 -22%
WI
579
Wintrust Investments
Illinois
$246K +$213K +899 New
S
580
SignatureFD
Georgia
$245K -$94.6K -399 -31%
CIS
581
Continental Investors Services
Washington
$245K
Axa
582
Axa
France
$244K -$773K -3,262 -79%
BFG
583
Bleakley Financial Group
New Jersey
$244K -$116K -491 -36%
SS
584
Simplicity Solutions
Minnesota
$244K -$116K -491 -36%
CA
585
Callahan Advisors
Texas
$243K
NC
586
NinePointTwo Capital
California
$240K
OC
587
Oarsman Capital
Wisconsin
$235K +$203K +856 New
KCM
588
Kornitzer Capital Management
Kansas
$234K +$11.9K +50 +6%
TAM
589
Trust Asset Management
Texas
$233K
FWM
590
Fairhaven Wealth Management
Illinois
$229K +$198K +835 New
RWB
591
RMR Wealth Builders
New Jersey
$224K
PFBT
592
Parkside Financial Bank & Trust
Missouri
$224K +$21.3K +90 +12%
CI
593
Cigna Investments
Connecticut
$222K -$1.42K -6 -0.7%
IIM
594
Ironwood Investment Management
Massachusetts
$221K
RTC
595
Riverview Trust Company
Washington
$221K -$10.9K -46 -5%
FDCDDQ
596
Federation des caisses Desjardins du Quebec
Quebec, Canada
$219K
SFI
597
Siemens Fonds Invest
Germany
$219K -$6.16K -26 -3%
AIP
598
Ameritas Investment Partners
Nebraska
$217K -$515K -2,171 -73%
VCM
599
Virtue Capital Management
Tennessee
$216K +$36.3K +153 +23%
Fuller & Thaler Asset Management
600
Fuller & Thaler Asset Management
California
$212K -$225K -950 -55%

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.