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Align Technology
ALGN

769 hedge funds and large institutions have $22.5B invested in Align Technology in 2023 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 270 increasing their positions, 263 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 73

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

60% more capital invested

Capital invested by funds: $14.1B → $22.5B (+$8.42B)

31% more call options, than puts

Call options by funds: $666M | Put options by funds: $508M

8% more funds holding

Funds holding: 710 → 769 (+59)

2.34% more ownership

Funds ownership: 85.45% → 87.79% (+2.3%)

3% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 263

Holders
769
Holders Change
+59
Holders Change %
+8.31%
% of All Funds
12.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
145
Increased
270
Reduced
263
Closed
73
Calls
$666M
Puts
$508M
Net Calls
+$158M
Net Calls Change
+$33.4M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$799M
2
Citadel Advisors
Citadel Advisors
Florida
+$280M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$146M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$126M
5
Millennium Management
Millennium Management
New York
+$90.6M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$166M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$133M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$109M
4
Sands Capital Management
Sands Capital Management
Virginia
-$108M
5
CGI
Comgest Global Investors
France
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
751
Caldwell Sutter Capital
California
$2K +$1.77K +6 New
NFSG
752
Newbridge Financial Services Group
Florida
$1.67K -$1.77K -6 -55%
KFI
753
Key Financial Inc
Pennsylvania
$1.67K – – –
CA
754
Clearstead Advisors
Ohio
$1.67K +$1.48K +5 New
ME
755
McIlrath & Eck
Washington
$1.67K +$1.48K +5 New
Commonwealth Equity Services
756
Commonwealth Equity Services
Massachusetts
$1.62K +$256K +868 +22%
PLU
757
Performa Ltd (US)
South Carolina
$1.34K -$12.1K -41 -91%
DI
758
Disciplined Investments
Oklahoma
$1.34K +$590 +2 +100%
CFD
759
Creative Financial Designs
Indiana
$1.34K +$1.18K +4 New
SIC
760
SJS Investment Consulting
Ohio
$1.34K +$1.18K +4 New
SIS
761
Sound Income Strategies
Florida
$1K -$295 -1 -25%
CAM
762
ClariVest Asset Management
California
$1K +$885 +3 New
ECM
763
Everence Capital Management
Indiana
$835 +$298K +1,010 +68%
HCM
764
Hollencrest Capital Management
California
$668 – – –
MHR
765
Matthew Hamilton Rosenberg
$668 – – –
TWD
766
True Wealth Design
Ohio
$335 – – –
WA
767
WestEnd Advisors
North Carolina
$334 -$295 -1 Closed
AWM
768
Avior Wealth Management
Nebraska
$334 – – –
CWC
769
Carolinas Wealth Consulting
North Carolina
$334 +$295 +1 New
UFF
770
USA Financial Formulas
Michigan
$334 +$295 +1 New
SFCL
771
Strengthening Families & Communities LLC
Massachusetts
$10 +$8.85K +30 New
Renaissance Technologies
772
Renaissance Technologies
New York
– -$37.9M -179,581 Closed
SI
773
Sofinnova Investments
California
– -$17.5M -83,100 Closed
Point72 Asset Management
774
Point72 Asset Management
Connecticut
– -$7.01M -33,219 Closed
QC
775
Quadrature Capital
United Kingdom
– -$6.69M -31,691 Closed
29 30
31
32 33

ALGN Hedge Fund Activity: Q1 2023 in Review

769 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2023, worth a combined $22.5B — up 60% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ALGN positions and 73 closed out — a net gain of 72 holders — while 270 added to existing stakes and 263 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $799M. The largest seller was Harding Loevner, cutting an estimated $166M.

  • 769 institutional investors held Align Technology (ALGN) as of Q1 2023, up from 710 in Q4 2022.
  • Funds reported $22.5B of Align Technology stock for Q1 2023, up 60% quarter-over-quarter.
  • 145 funds opened new Align Technology positions in Q1 2023 and 73 closed out, a net change of +72 holders.
  • The largest Align Technology buyer in Q1 2023 was JP Morgan Chase, an estimated $799M added.
  • The largest Align Technology seller in Q1 2023 was Harding Loevner, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2023.