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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
EFM
601
E Fund Management
China
$209K -$79.7K -336 -31%
WI
602
WrapManager Inc
California
$209K -$208K -877 -54%
FNT
603
First Nebraska Trust
Nebraska
$206K
MC
604
Moors & Cabot
Massachusetts
$204K +$15.9K +67 +10%
DS
605
DRW Securities
Illinois
$203K +$176K +742 New
AL
606
Aspiriant LLC
California
$202K -$56.7K -239 -25%
PS
607
Principal Securities
Iowa
$199K +$172K +725 New
WBC
608
Westpac Banking Corp
Australia
$179K +$37.2K +157 +32%
Capstone Investment Advisors
609
Capstone Investment Advisors
New York
$179K +$948 +4 +0.6%
QCG
610
Quadrant Capital Group
Ohio
$169K -$24.9K -105 -15%
BFEC
611
Benjamin F. Edwards & Company
Missouri
$168K +$145K +612 New
AWM
612
Able Wealth Management
New Jersey
$164K +$142K +600 New
Acadian Asset Management
613
Acadian Asset Management
Massachusetts
$163K -$234K -987 -62%
BC
614
Barrett & Company
Rhode Island
$156K
WTC
615
WhitTier Trust Company
Nevada
$146K
MFG
616
Mendota Financial Group
Wisconsin
$146K +$53.6K +226 +73%
AIM
617
Acropolis Investment Management
Missouri
$143K -$24.9K -105 -17%
T
618
TOBAM
France
$141K -$67.8K -286 -36%
GI
619
GAMMA Investing
California
$133K +$118K +497 New
WT
620
Whittier Trust
California
$131K -$18K -76 -14%
BCFD
621
Boit C.F. David
$128K +$119K +500 New
PA
622
Parallel Advisors
California
$126K -$46.9K -198 -30%
OIA
623
Optimum Investment Advisors
Illinois
$123K
CTC
624
Central Trust Company
Missouri
$122K -$948 -4 -0.9%
ASN
625
Advisory Services Network
Georgia
$120K -$206K -871 -67%

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.