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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
MCM
676
Manchester Capital Management
Vermont
$27.9K +$637 +2 +3%
Optiver Holding
677
Optiver Holding
Netherlands
$26.9K +$24.2K +76 New
BONH
678
Bank of New Hampshire
New Hampshire
$26.5K
KTC
679
Kistler-Tiffany Companies
Pennsylvania
$26.5K
AF
680
Advisornet Financial
Minnesota
$25.5K +$13.4K +42 +140%
SCA
681
Stonebridge Capital Advisors
Minnesota
$24.8K
IGWM
682
ICA Group Wealth Management
Colorado
$24.8K
PFPT
683
Pinnacle Financial Partners (Tennessee)
Tennessee
$23K
JFG
684
Jefferies Financial Group
New York
$22.6K +$20.4K +64 New
CWM
685
Cedar Wealth Management
California
$21.2K +$3.18K +10 +20%
MAM
686
Meeder Asset Management
Ohio
$21.2K +$19.1K +60 New
HNB
687
Huntington National Bank
Ohio
$20.9K
HIA
688
Harbor Investment Advisory
Maryland
$20.2K +$1.59K +5 +10%
WTG
689
West Tower Group
Virginia
$19.8K +$17.8K +56 New
BIA
690
Bell Investment Advisors
California
$19.5K
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.5K +$8.92K +28 +104%
PWMG
692
Prestige Wealth Management Group
New Jersey
$18.7K -$3.18K -10 -16%
CT
693
Colonial Trust
South Carolina
$18.1K
GIA
694
GHP Investment Advisors
Colorado
$17.6K
AWM
695
Activest Wealth Management
Florida
$17.5K
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$17K
BWL
697
Bogart Wealth LLC
Virginia
$16.6K
C
698
Covestor
United Kingdom
$16K -$90.4K -284 -87%
EARNEST Partners
699
EARNEST Partners
Georgia
$15.2K
CCA
700
Catalyst Capital Advisors
New York
$14.9K -$1.59K -5 -11%

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.