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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
CCM
776
Camber Capital Management
Massachusetts
– -$16.7M -50,000 Closed
PAMP
777
Polar Asset Management Partners
Ontario, Canada
– -$14.5M -43,400 Closed
PI
778
PEAK6 Investments
Illinois
– -$10.9M -34,121 Closed
JMPWA
779
JP Morgan Private Wealth Advisors
California
– -$9.95M -29,792 Closed
IHAM
780
Integral Health Asset Management
New York
– -$7.35M -22,000 Closed
JSP
781
Jackson Square Partners
California
– -$6.82M -20,414 Closed
Simplex Trading
782
Simplex Trading
Illinois
– -$6.25M -19,632 Closed
HF
783
HRT Financial
New York
– -$6.38M -19,104 Closed
HL
784
Harding Loevner
New Jersey
– -$6.35M -19,034 Closed
EGM
785
Engineers Gate Manager
New York
– -$4.85M -14,507 Closed
DTL
786
Dynamic Technology Lab
Singapore
– -$3.32M -9,925 Closed
VF
787
Virtu Financial
New York
– -$2.95M -8,829 Closed
DA
788
Duality Advisers
Florida
– -$2.54M -7,599 Closed
TCM
789
Tekla Capital Management
Massachusetts
– -$2.31M -6,925 Closed
BCM
790
Bayesian Capital Management
New York
– -$2.04M -6,100 Closed
MCM
791
McKinley Capital Management
Alaska
– -$1.96M -5,860 Closed
CGI
792
Comgest Global Investors
France
– -$1.92M -5,753 Closed
QIM
793
Quantitative Investment Management
Virginia
– -$1.83M -5,494 Closed
ACM
794
Aquatic Capital Management
Illinois
– -$1.77M -5,300 Closed
MWVC
795
Morgens Waterfall Vintiadis & Co
New York
– -$1.75M -5,250 Closed
PFS
796
Prospera Financial Services
Texas
– -$1.45M -4,328 Closed
Nomura Holdings
797
Nomura Holdings
Japan
– -$1.01M -3,028 Closed
KF
798
Krilogy Financial
Missouri
– -$961K -2,877 Closed
Rockefeller Capital Management
799
Rockefeller Capital Management
New York
– -$912K -2,732 Closed
GIA
800
Gladstone Institutional Advisory
Florida
– -$842K -2,519 Closed
30 31
32
33 34

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.