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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
AWM
676
Abound Wealth Management
Tennessee
$31.2K +$474 +2 +2%
POIA
677
Pin Oak Investment Advisors
Texas
$31K
ST
678
Smithfield Trust
Pennsylvania
$30K
DSC
679
Duncker Streett & Co
Missouri
$27.7K -$147K -620 -86%
MCM
680
MV Capital Management
Maryland
$27.7K +$1.19K +5 +5%
LS
681
Livforsakringsbolaget Skandia
Sweden
$27.4K
AssetMark Inc
682
AssetMark Inc
California
$26K +$948 +4 +4%
HNB
683
Huntington National Bank
Ohio
$25.5K -$5.21K -22 -19%
PIM
684
Plato Investment Management
Australia
$24.4K +$21.1K +89 New
BTI
685
Blue Trust Inc
Georgia
$24K +$8.77K +37 +84%
SWM
686
Spire Wealth Management
Virginia
$22.9K -$5.69K -24 -22%
OIAM
687
OFI Invest Asset Management
France
$21.6K +$1.42K +6 +7%
GXJ
688
Global X Japan
Japan
$20.8K +$18K +76 New
BONH
689
Bank of New Hampshire
New Hampshire
$20.6K
CFO
690
CVA Family Office
Colorado
$20.6K +$17.8K +75 New
PTC
691
Private Trust Company
Ohio
$20K -$948 -4 -5%
CPG
692
Cornerstone Planning Group
New Jersey
$19.7K
CWM
693
Cedar Wealth Management
California
$19.2K +$2.37K +10 +17%
IGWM
694
ICA Group Wealth Management
Colorado
$19.2K +$16.6K +70 New
VNA
695
Valley National Advisers
Pennsylvania
$18K -$35.1K -148 -69%
PFPT
696
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.8K
MWA
697
Moser Wealth Advisors
Washington
$17.8K +$15.4K +65 New
HIA
698
Harbor Investment Advisory
Maryland
$17.3K +$1.66K +7 +13%
AGWCA
699
Annis Gardner Whiting Capital Advisors
Florida
$15.9K
AF
700
Advisornet Financial
Minnesota
$15.3K +$3.56K +15 +37%

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.