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Align Technology

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: 769772 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
626
JCIC Asset Management
Ontario, Canada
$133K
MFG
627
Mendota Financial Group
Wisconsin
$130K +$118K +369 New
CFGS
628
Concourse Financial Group Securities
Alabama
$129K -$27.4K -86 -19%
QC
629
Quent Capital
New York
$125K
HI
630
Harbour Investments
Wisconsin
$123K -$6.05K -19 -5%
TWM
631
Tradition Wealth Management
Minnesota
$120K +$64K +201 +146%
GRP
632
Global Retirement Partners
California
$106K -$6.05K -19 -6%
AA
633
Alta Advisers
United Kingdom
$106K
AWM
634
Avondale Wealth Management
Texas
$106K
PB
635
Pinnacle Bancorp
Nebraska
$101K
BEI
636
Benjamin Edwards Inc
Missouri
$99K -$8.92K -28 -9%
HPC
637
HM Payson & Co
Maine
$97.3K
AF
638
Allworth Financial
California
$96.5K -$637 -2 -0.7%
WT
639
Washington Trust
Rhode Island
$90.9K
MA
640
MCF Advisors
Kentucky
$88.8K
AT
641
Avalon Trust
New Mexico
$88.4K
SS
642
Sunbelt Securities
Texas
$80.6K +$6.69K +21 +10%
FFA
643
Farther Finance Advisors
California
$79.9K +$36.6K +115 +104%
CUAMC
644
China Universal Asset Management Company
China
$77.4K -$1.55M -4,858 -96%
HWA
645
Heritage Wealth Advisors
Virginia
$70.7K
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$67.2K -$8.6K -27 -12%
FHA
647
First Horizon Advisors
Tennessee
$65.4K -$318 -1 -0.5%
SSB
648
Sandy Spring Bank
Maryland
$64.4K -$11.1K -35 -16%
GWS
649
Glassman Wealth Services
Virginia
$62.6K -$26.1K -82 -32%
SWM
650
Spire Wealth Management
Virginia
$62.2K +$637 +2 +1%

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.