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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 %
TCOV
726
Trust Company of Vermont
Vermont
$5.01K -$7.35K -22 -59%
PGAM
727
Princeton Global Asset Management
New Jersey
$5.01K – – –
JWA
728
JFS Wealth Advisors
Pennsylvania
$4.34K +$2.01K +6 +86%
RFG
729
RFP Financial Group
Georgia
$4.01K – – –
CMP
730
Coston McIsaac & Partners
Maine
$4K – – –
ADL
731
Asset Dedication LLC
California
$4K – – –
BWM
732
BerganKDV Wealth Management
Minnesota
$3.68K – – –
SOW
733
State of Wyoming
Wyoming
$3.68K +$1.34K +4 +57%
ATC
734
Adirondack Trust Company
New York
$3.34K – – –
NL
735
NVWM LLC
Pennsylvania
$3.34K – – –
CWP
736
Concord Wealth Partners
Virginia
$3.34K – – –
VFA
737
Values First Advisors
Tennessee
$3.18K +$3.18K +10 New
JFA
738
JNBA Financial Advisors
Minnesota
$3.01K +$3.01K +9 New
CTA
739
Colonial Trust Advisors
South Carolina
$3.01K +$334 +1 +13%
TSW
740
Thompson Siegel & Walmsley
Virginia
$3K -$900 -3 -23%
BAM
741
Byrne Asset Management
New Jersey
$3K – – –
SFG
742
Steward Financial Group
Texas
$3K +$2.67K +8 +800%
OC
743
Oakworth Capital
Alabama
$2.67K – – –
SC
744
Schubert & Co
Texas
$2.34K +$2.34K +7 New
ECG
745
Edge Capital Group
Georgia
$2.01K -$45.8K -137 -96%
CSC
746
Caldwell Sutter Capital
California
$2.01K +$2.01K +6 New
NFSG
747
Newbridge Financial Services Group
Florida
$1.67K -$2.01K -6 -55%
KFI
748
Key Financial Inc
Pennsylvania
$1.67K – – –
CA
749
Clearstead Advisors
Ohio
$1.67K +$1.67K +5 New
ME
750
McIlrath & Eck
Washington
$1.67K +$1.67K +5 New
28 29
30
31 32