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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
AW
701
Avion Wealth
Texas
$2K +$472 +2 +29%
FCA
702
FinTrust Capital Advisors
South Carolina
$1.78K – – –
DPW
703
DiNuzzo Private Wealth
Pennsylvania
$1.27K -$236 -1 -17%
KFI
704
Key Financial Inc
Pennsylvania
$1.27K – – –
PA
705
Pineridge Advisors
Missouri
$1.27K – – –
CWC
706
Carolinas Wealth Consulting
North Carolina
$1.27K +$708 +3 +150%
RWM
707
Reston Wealth Management
Virginia
$1.27K +$1.18K +5 New
WWM
708
Wolff Wiese Magana
California
$1.27K +$1.18K +5 New
GSEP
709
Golden State Equity Partners
California
$1.27K +$1.18K +5 New
GEA
710
Glen Eagle Advisors
New Jersey
$1.02K – – –
PCM
711
Penserra Capital Management
California
$1K – – –
TFA
712
Transamerica Financial Advisors
Florida
$1K +$236 +1 New
CAM
713
ClariVest Asset Management
California
$966 – – –
CAS
714
Coppell Advisory Solutions
Texas
$764 – – –
HWA
715
Heritage Wealth Advisors
Virginia
$763 -$46.5K -197 -99%
AIM
716
Anchor Investment Management
South Carolina
$763 – – –
SIC
717
SJS Investment Consulting
Ohio
$763 – – –
SC
718
Solstein Capital
California
$763 – – –
SIS
719
Sound Income Strategies
Florida
$763 – – –
LFG
720
Larson Financial Group
Missouri
$763 +$472 +2 +200%
DWM
721
Darwin Wealth Management
Florida
$763 +$708 +3 New
SWM
722
Sanctuary Wealth Management
Idaho
$509 – – –
TAM
723
Tucker Asset Management
Colorado
$509 – – –
HCP
724
Hexagon Capital Partners
Arkansas
$509 +$472 +2 New
VWA
725
Valued Wealth Advisors
Utah
$509 +$472 +2 New
27 28
29
30 31

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.