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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
TFGT
651
TS Financial Group (TSFG)
Illinois
$62K
IAIM
652
Industrial Alliance Investment Management
Quebec, Canada
$61K -$1.41M -4,436 -96%
VNA
653
Valley National Advisers
Pennsylvania
$59K -$1.27K -4 -2%
VWM
654
Venturi Wealth Management
Texas
$47.7K +$318 +1 +0.7%
CFB
655
Cullen/Frost Bankers
Texas
$46.7K -$6.69K -21 -14%
ZB
656
Zions Bancorporation
Utah
$46K -$1.27K -4 -3%
First Manhattan
657
First Manhattan
New York
$44.6K +$4.78K +15 +14%
DJSG
658
D.J. St. Germain
Massachusetts
$44.2K +$39.8K +125 New
POIA
659
Pin Oak Investment Advisors
Texas
$44K
KFP
660
KB Financial Partners
New Jersey
$44K +$15K +47 +61%
AW
661
Avion Wealth
Texas
$44K +$40.4K +127 New
EWM
662
Evermay Wealth Management
Virginia
$42.4K +$38.2K +120 New
ST
663
Smithfield Trust
Pennsylvania
$41K
AWM
664
Abound Wealth Management
Tennessee
$39.6K +$637 +2 +2%
LC
665
Lindbrook Capital
California
$39.3K +$318 +1 +0.9%
CFO
666
CVA Family Office
Colorado
$38.9K
FAM
667
Fred Alger Management
New York
$38.2K -$4.06M -12,765 -99%
JGIA
668
Jackson Grant Investment Advisers
Connecticut
$37.5K
AAP
669
Arax Advisory Partners
Colorado
$36.1K +$955 +3 +3%
HMS
670
Hanseatic Management Services
New Mexico
$36K +$32.2K +101 New
LS
671
Livforsakringsbolaget Skandia
Sweden
$35.4K
MCM
672
MV Capital Management
Maryland
$33.6K -$637 -2 -2%
AssetMark Inc
673
AssetMark Inc
California
$32.2K
PTC
674
Private Trust Company
Ohio
$30.8K
CPG
675
Cornerstone Planning Group
New Jersey
$28.6K +$25.8K +81 New

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.