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Align Technology
ALGN

Overview Fund Activity

764 hedge funds and large institutions have $22.5B invested in Align Technology in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 269 increasing their positions, 260 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+59
Holders Change %
+8.37%
% of All Funds
12.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
144
Increased
269
Reduced
260
Closed
72
Calls
$661M
Puts
$508M
Net Calls
+$153M
Net Calls Change
+$28.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$977M
2
Citadel Advisors
Citadel Advisors
Florida
$451M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$181M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$142M
5
Millennium Management
Millennium Management
New York
$109M

Top Sellers

1
HL
Harding Loevner
New Jersey
$6.35M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$565M
3
Federated Hermes
Federated Hermes
Pennsylvania
$2.19M
4
Sands Capital Management
Sands Capital Management
Virginia
$767M
5
CGI
Comgest Global Investors
France
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
701
Larson Financial Group
Missouri
$11.7K – – –
WP
702
WealthPLAN Partners
Nebraska
$11.7K +$11.7K +35 New
NC
703
NewSquare Capital
Pennsylvania
$11.4K +$11.4K +34 New
TFA
704
Toth Financial Advisory
Virginia
$10.7K +$4.01K +12 +60%
CIA
705
Cape Investment Advisory
Georgia
$10.7K +$10.7K +32 New
CT
706
Cambridge Trust
Massachusetts
$10K – – –
LWA
707
Lowe Wealth Advisors
Maryland
$10K – – –
AF
708
Advisornet Financial
Minnesota
$10K +$1.67K +5 +20%
FRA
709
Front Row Advisors
California
$10K – – –
EBA
710
Eagle Bay Advisors
New York
$9.69K -$1K -3 -9%
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.02K +$9.02K +27 New
BWA
712
BDO Wealth Advisors
Florida
$8.35K – – –
AWM
713
Atticus Wealth Management
Florida
$8.35K – – –
FMP
714
Financial Management Professionals
Texas
$7K – – –
CAL
715
Capital Advisors Ltd
Ohio
$7K +$4K +12 +133%
Jones Financial Companies
716
Jones Financial Companies
Missouri
$6.68K +$6.68K +20 New
BWM
717
Baystate Wealth Management
Massachusetts
$6.02K – – –
RA
718
Rise Advisors
New York
$6.02K – – –
KM
719
Kalos Management
Georgia
$6.02K +$6.02K +18 New
CSB
720
City State Bank
Iowa
$6K – – –
CFFP
721
Center for Financial Planning
Michigan
$5.68K – – –
IRC
722
Investors Research Corp
Georgia
$5.68K – – –
QL
723
Quarry LP
New York
$5.68K +$2.67K +8 +89%
FFA
724
Fairfield Financial Advisors
Massachusetts
$5.61K -$6.24K -20 -53%
JWM
725
Janiczek Wealth Management
Colorado
$5.48K +$5.14K +15 +1,500%
27 28
29
30 31