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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
ATC
751
Adirondack Trust Company
New York
$3.02K
ADL
752
Asset Dedication LLC
California
$3K
CMP
753
Coston McIsaac & Partners
Maine
$3K
TSW
754
Thompson Siegel & Walmsley
Virginia
$3K
CFD
755
Creative Financial Designs
Indiana
$2.74K
JWA
756
JFS Wealth Advisors
Pennsylvania
$2.74K
NL
757
NVWM LLC
Pennsylvania
$2.74K
PMFA
758
Plante Moran Financial Advisors
Michigan
$2.74K +$2.37K +10 New
CTWM
759
Cherry Tree Wealth Management
Minnesota
$2.47K
CA
760
Clearstead Advisors
Ohio
$2.19K -$9.48K -40 -83%
CTA
761
Colonial Trust Advisors
South Carolina
$2.19K
LAM
762
Lummis Asset Management
Texas
$2.19K +$1.9K +8 New
CAL
763
Capital Advisors Ltd
Ohio
$2K
DZ Bank
764
DZ Bank
Germany
$1.94K -$7.82K -33 -83%
JGIA
765
Jackson Grant Investment Advisers
Connecticut
$1.64K -$23.7K -100 -94%
MCM
766
Manchester Capital Management
Vermont
$1.64K -$17.3K -73 -92%
CSC
767
Caldwell Sutter Capital
California
$1.64K
DF
768
Dunhill Financial
United Kingdom
$1.53K +$1.42K +6 New
First Manhattan
769
First Manhattan
New York
$1.37K -$4.74K -20 -80%
KFI
770
Key Financial Inc
Pennsylvania
$1.37K
SA
771
Scarborough Advisors
Maryland
$1.37K +$1.19K +5 New
CFB
772
Cullen/Frost Bankers
Texas
$1.1K -$22K -93 -96%
CAM
773
ClariVest Asset Management
California
$1.1K
DPW
774
DiNuzzo Private Wealth
Pennsylvania
$1.1K +$948 +4 New
HFM
775
Harvest Fund Management
China
$1K -$241K -1,015 -100%

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.