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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
BFO
601
Boston Family Office
Massachusetts
$218K – – –
T
602
TOBAM
France
$218K +$66.6K +209 +51%
BP
603
Ballentine Partners
Massachusetts
$217K -$10.5K -33 -5%
SWA
604
SFMG Wealth Advisors
Texas
$210K -$45.9K -144 -20%
FFA
605
First Foundation Advisors
California
$209K +$188K +591 New
WAG
606
Wallace Advisory Group
California
$206K – – –
IA
607
IFP Advisors
Florida
$205K -$2.87K -9 -2%
WEG
608
World Equity Group
Illinois
$204K -$8.16M -25,614 -98%
SCM
609
Stevens Capital Management
Pennsylvania
$202K -$327K -1,026 -64%
BC
610
Barrett & Company
Rhode Island
$202K – – –
IAA
611
Independent Advisor Alliance
North Carolina
$201K +$181K +569 New
WT
612
Whittier Trust
California
$192K -$120K -376 -41%
WTC
613
WhitTier Trust Company
Nevada
$189K – – –
CCA
614
Column Capital Advisors
Indiana
$188K -$32.8K -103 -16%
HFM
615
Harvest Fund Management
China
$188K -$137K -431 -45%
IPAM
616
ICICI Prudential Asset Management
India
$184K +$9.55K +30 +6%
EWA
617
EverSource Wealth Advisors
Alabama
$184K +$25.5K +80 +18%
PPC
618
Park Place Capital
Alabama
$180K -$11.5K -36 -7%
WBC
619
Westpac Banking Corp
Australia
$176K -$1.87M -5,887 -92%
NA
620
NewEdge Advisors
Louisiana
$175K +$1.91K +6 +1%
PCM
621
Penserra Capital Management
California
$162K -$2.91M -9,150 -95%
OIA
622
Optimum Investment Advisors
Illinois
$159K – – –
CTC
623
Central Trust Company
Missouri
$157K – – –
CP
624
Castleview Partners
Texas
$147K -$955 -3 -0.7%
OP
625
ORG Partners
Indiana
$140K +$127K +400 New
23 24
25
26 27

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.