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Align Technology
ALGN

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: 769 → 772 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$264M
2
JP Morgan Chase
JP Morgan Chase
New York
+$113M
3
Invesco
Invesco
Georgia
+$73.4M
4
BlackRock
BlackRock
New York
+$70.9M
5
EPFB
Employees Provident Fund Board
Malaysia
+$66.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$275M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$101M
3
BCM
Bares Capital Management
Texas
-$95.8M
4
Sands Capital Management
Sands Capital Management
Virginia
-$75.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
726
Investors Research Corp
Georgia
$6.01K – – –
GKIM
727
GW&K Investment Management
Massachusetts
$6K +$5.09K +16 New
SSG
728
Summit Securities Group
New York
$6K +$5.73K +18 New
JWM
729
Janiczek Wealth Management
Colorado
$5.66K – – –
AIC
730
Archer Investment Corporation
Indiana
$5.66K +$5.09K +16 New
PAI
731
Pittenger & Anderson Inc
Nebraska
$5.3K -$82.8K -260 -95%
PGAM
732
Princeton Global Asset Management
New Jersey
$5.3K – – –
TCOV
733
Trust Company of Vermont
Vermont
$5.3K – – –
CG
734
Cutler Group
California
$5K -$1.22M -3,842 -100%
CSB
735
City State Bank
Iowa
$5K -$1.59K -5 -26%
SOW
736
State of Wyoming
Wyoming
$4.95K +$955 +3 +27%
VAG
737
VisionPoint Advisory Group
Texas
$4.95K +$4.46K +14 New
JWA
738
JFS Wealth Advisors
Pennsylvania
$4.6K – – –
RFG
739
RFP Financial Group
Georgia
$4.24K – – –
ADL
740
Asset Dedication LLC
California
$4K – – –
CMP
741
Coston McIsaac & Partners
Maine
$4K – – –
TSW
742
Thompson Siegel & Walmsley
Virginia
$4K – – –
BG
743
Bollard Group
Massachusetts
$4K +$3.18K +10 New
ATC
744
Adirondack Trust Company
New York
$3.78K – – –
CWP
745
Concord Wealth Partners
Virginia
$3.54K – – –
NL
746
NVWM LLC
Pennsylvania
$3.54K – – –
CFD
747
Creative Financial Designs
Indiana
$3.54K +$1.91K +6 +150%
CWA
748
Clearview Wealth Advisors
Oregon
$3.54K +$3.18K +10 New
JFA
749
JNBA Financial Advisors
Minnesota
$3.18K – – –
CTWM
750
Cherry Tree Wealth Management
Minnesota
$3.18K +$2.87K +9 New
28 29
30
31 32

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.