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Align Technology
ALGN

733 hedge funds and large institutions have $16.7B invested in Align Technology in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 257 increasing their positions, 277 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

7% more capital invested

Capital invested by funds: $15.7B → $16.7B (+$1.04B)

1.9% more ownership

Funds ownership: 86.41% → 88.3% (+1.9%)

7% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 277

4% less funds holding

Funds holding: 767 → 733 (-34)

18% less call options, than puts

Call options by funds: $285M | Put options by funds: $350M

26% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 107

Holders
733
Holders Change
-34
Holders Change %
-4.43%
% of All Funds
10.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
79
Increased
257
Reduced
277
Closed
107
Calls
$285M
Puts
$350M
Net Calls
-$64.3M
Net Calls Change
+$58.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$204M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$199M
3
Citadel Advisors
Citadel Advisors
Florida
+$169M
4
Holocene Advisors
Holocene Advisors
New York
+$127M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$136M
2
Sands Capital Management
Sands Capital Management
Virginia
-$121M
3
JP Morgan Chase
JP Morgan Chase
New York
-$118M
4
BCM
Bares Capital Management
Texas
-$62.6M
5
SI
Sofinnova Investments
California
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
651
GW&K Investment Management
Massachusetts
$12K +$2.12K +9 +23%
HWM
652
Hemington Wealth Management
Virginia
$12K +$14.4K +61 New
BWL
653
Bogart Wealth LLC
Virginia
$12K – – –
NRG
654
Nemes Rush Group
Michigan
$11.5K – – –
HIA
655
Harbor Investment Advisory
Maryland
$11.2K -$1.42K -6 -12%
FFO
656
Fortitude Family Office
Arizona
$10.2K – – –
TFM
657
TFC Financial Management
Massachusetts
$10.2K +$236 +1 +3%
PWMG
658
Private Wealth Management Group
New Jersey
$9.66K +$6.13K +26 +217%
LFA
659
LGT Financial Advisors
Texas
$9.66K – – –
DIP
660
DT Investment Partners
Pennsylvania
$8.65K +$8.02K +34 New
CIA
661
Cape Investment Advisory
Georgia
$8.14K – – –
PCWA
662
Pacific Capital Wealth Advisors
California
$8.14K – – –
MAM
663
Meeder Asset Management
Ohio
$8.14K +$708 +3 +10%
KWAG
664
Kiely Wealth Advisory Group
North Carolina
$7.75K – – –
LWA
665
Lowe Wealth Advisors
Maryland
$7.63K – – –
IBOK
666
Independence Bank of Kentucky
Kentucky
$7.12K -$1.18K -5 -15%
FMP
667
Financial Management Professionals
Texas
$7K +$1.42K +6 +30%
BIA
668
Bell Investment Advisors
California
$6.87K -$236 -1 -4%
FNWA
669
Financial Network Wealth Advisors
Utah
$6.87K +$3.07K +13 +93%
RTC
670
Riverview Trust Company
Washington
$6.61K +$6.13K +26 New
CPG
671
Cornerstone Planning Group
New Jersey
$6.6K +$472 +2 +7%
BWP
672
Baldwin Wealth Partners
Massachusetts
$6.36K +$5.9K +25 New
TSMHT
673
Thurston Springer Miller Herd & Titak
Indiana
$6.36K – – –
EBA
674
Eagle Bay Advisors
New York
$5.59K – – –
TFA
675
Toth Financial Advisory
Virginia
$5.09K – – –
25 26
27
28 29

ALGN Hedge Fund Activity: Q3 2024 in Review

733 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2024, worth a combined $16.7B — up 6.6% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of ALGN and 79 opened new positions — a net loss of 28 holders — while 277 trimmed existing stakes and 257 added.

The largest buyer was Wellington Management Group, adding an estimated $204M. The largest seller was AllianceBernstein, cutting an estimated $136M.

  • 733 institutional investors held Align Technology (ALGN) as of Q3 2024, down from 767 in Q2 2024.
  • Funds reported $16.7B of Align Technology stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 79 funds opened new Align Technology positions in Q3 2024 and 107 closed out, a net change of -28 holders.
  • The largest Align Technology buyer in Q3 2024 was Wellington Management Group, an estimated $204M added.
  • The largest Align Technology seller in Q3 2024 was AllianceBernstein, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2024.