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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
HF
701
Halpern Financial
Virginia
$14.5K +$13.1K +41 New
SWA
702
Sutton Wealth Advisors
Florida
$12.7K -$955 -3 -8%
NRG
703
Nemes Rush Group
Michigan
$12.4K +$11.1K +35 New
TWP
704
TFO Wealth Partners
Ohio
$11.7K +$10.5K +33 New
TFM
705
TFC Financial Management
Massachusetts
$11.3K -$4.14K -13 -29%
TFA
706
Toth Financial Advisory
Virginia
$11.3K
CIA
707
Cape Investment Advisory
Georgia
$11.3K
BTI
708
Blue Trust Inc
Georgia
$11K -$32.5K -102 -76%
FRA
709
Front Row Advisors
California
$11K -$318 -1 -3%
CT
710
Cambridge Trust
Massachusetts
$10.6K
LWA
711
Lowe Wealth Advisors
Maryland
$10.6K
EBA
712
Eagle Bay Advisors
New York
$10.3K
CQS
713
Credential Qtrade Securities
$8.49K -$14.6K -46 -66%
QL
714
Quarry LP
New York
$8.13K +$1.91K +6 +35%
BSC
715
Brown Shipley & Co
United Kingdom
$7.78K +$7.01K +22 New
CAC
716
Core Alternative Capital
Georgia
$7.07K -$10.8K -34 -63%
VCM
717
Versant Capital Management
Arizona
$7.07K +$6.37K +20 New
FMP
718
Financial Management Professionals
Texas
$7K
FCAG
719
First Capital Advisors Group
New Jersey
$6.72K +$6.05K +19 New
CCM
720
Chilton Capital Management
Texas
$6.37K -$95.2K -299 -94%
AWM
721
Atticus Wealth Management
Florida
$6.37K -$2.23K -7 -28%
BWM
722
Baystate Wealth Management
Massachusetts
$6.37K
FFA
723
Fairfield Financial Advisors
Massachusetts
$6.37K
RA
724
Rise Advisors
New York
$6.37K
CFFP
725
Center for Financial Planning
Michigan
$6.01K

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.