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Align Technology

788 hedge funds and large institutions have $18.1B invested in Align Technology in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 271 increasing their positions, 304 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 86.77%86.4% (-0.37%)

8% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 113

9% less call options, than puts

Call options by funds: $584M | Put options by funds: $645M

2% less funds holding

Funds holding: 807788 (-19)

11% less capital invested

Capital invested by funds: $20.3B → $18.1B (-$2.16B)

11% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 304

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
788
Holders Change
-19
Holders Change %
-2.35%
% of All Funds
11.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
104
Increased
271
Reduced
304
Closed
113
Calls
$584M
Puts
$645M
Net Calls
-$61.1M
Net Calls Change
-$89.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
726
Bell Investment Advisors
California
$5.48K -$5.93K -25 -56%
CT
727
Cambridge Trust
Massachusetts
$5.48K
BMC
728
Bear Mountain Capital
Washington
$5.35K +$4.74K +20 New
CAC
729
Core Alternative Capital
Georgia
$5.21K -$25.1K -106 -85%
AIC
730
Archer Investment Corporation
Indiana
$5.21K +$711 +3 +19%
FMP
731
Financial Management Professionals
Texas
$5K
Loomis, Sayles & Company
732
Loomis, Sayles & Company
Massachusetts
$5K +$4.03K +17 New
CAM
733
Close Asset Management
United Kingdom
$5K +$4.74K +20 New
FFA
734
Fairfield Financial Advisors
Massachusetts
$4.93K
RA
735
Rise Advisors
New York
$4.93K
AWM
736
Atticus Wealth Management
Florida
$4.66K
IRC
737
Investors Research Corp
Georgia
$4.66K
VAMG
738
Voisard Asset Management Group
Michigan
$4.66K +$4.03K +17 New
JWM
739
Janiczek Wealth Management
Colorado
$4.38K -$3.08K -13 -45%
VCM
740
Versant Capital Management
Arizona
$4.38K -$711 -3 -16%
RTL
741
Red Tortoise LLC
Georgia
$4.38K +$3.79K +16 New
W
742
WealthCollab
Washington
$4.38K +$3.79K +16 New
WTG
743
West Tower Group
Virginia
$4.11K -$72.5K -306 -95%
DJSG
744
D.J. St. Germain
Massachusetts
$4.11K
PGAM
745
Princeton Global Asset Management
New Jersey
$4.11K
BL
746
BFSG LLC
California
$4.11K +$3.56K +15 New
CT
747
Caldwell Trust
Florida
$4.11K +$3.56K +15 New
CSB
748
City State Bank
Iowa
$4K
TCWA
749
Turtle Creek Wealth Advisors
Texas
$3.84K +$3.32K +14 New
PWMG
750
Private Wealth Management Group
New Jersey
$3.29K +$2.85K +12 New

ALGN Hedge Fund Activity: Q4 2023 in Review

788 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2023, worth a combined $18.1B — down 11% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of ALGN and 104 opened new positions — a net loss of 9 holders — while 304 trimmed existing stakes and 271 added.

The largest buyer was Morgan Stanley, adding an estimated $343M. The largest seller was Edgewood Management, exiting entirely with an estimated $872M sold.

  • 788 institutional investors held Align Technology (ALGN) as of Q4 2023, down from 807 in Q3 2023.
  • Funds reported $18.1B of Align Technology stock for Q4 2023, down 11% quarter-over-quarter.
  • 104 funds opened new Align Technology positions in Q4 2023 and 113 closed out, a net change of -9 holders.
  • The largest Align Technology buyer in Q4 2023 was Morgan Stanley, an estimated $343M added.
  • The largest Align Technology seller in Q4 2023 was Edgewood Management, an estimated $872M sold.

Based on aggregated 13F filings for Q4 2023.