We are live on ! Find out more
ALGN icon

Align Technology

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: 769772 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
751
Marquette Asset Management
Minnesota
$3.18K +$2.87K +9 New
CAL
752
Capital Advisors Ltd
Ohio
$3K -$3.82K -12 -57%
CTA
753
Colonial Trust Advisors
South Carolina
$2.83K -$318 -1 -11%
OC
754
Oakworth Capital
Alabama
$2.83K
Capstone Investment Advisors
755
Capstone Investment Advisors
New York
$2.12K -$336K -1,056 -99%
CSC
756
Caldwell Sutter Capital
California
$2.12K
KFI
757
Key Financial Inc
Pennsylvania
$1.77K
NFSG
758
Newbridge Financial Services Group
Florida
$1.77K
DI
759
Disciplined Investments
Oklahoma
$1.42K
SIC
760
SJS Investment Consulting
Ohio
$1.06K -$318 -1 -25%
SIS
761
Sound Income Strategies
Florida
$1.06K
GI
762
Gradient Investments
Minnesota
$1.06K +$955 +3 New
SC
763
Solstein Capital
California
$1.06K +$955 +3 New
CAM
764
ClariVest Asset Management
California
$1K +$318 +1 +33%
SIA
765
SkyView Investment Advisors
New Jersey
$1K +$637 +2 New
ANBT
766
American National Bank & Trust
Texas
$707 -$12.4K -39 -95%
MHR
767
Matthew Hamilton Rosenberg
$707
CWC
768
Carolinas Wealth Consulting
North Carolina
$354
TWD
769
True Wealth Design
Ohio
$354
UFF
770
USA Financial Formulas
Michigan
$354
AWM
771
Avior Wealth Management
Nebraska
$353
FGAM
772
Financial Gravity Asset Management
Texas
$143 +$113K +354 New
EIP
773
Epoch Investment Partners
New York
-$31M -92,811 Closed
TC
774
TwinBeech Capital
New York
-$22.5M -67,458 Closed
Qube Research & Technologies (QRT)
775
Qube Research & Technologies (QRT)
United Kingdom
-$18.2M -54,577 Closed