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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
CI
801
Cavalier Investments
Georgia
– -$592K -2,807 Closed
AIM
802
Aigen Investment Management
New York
– -$444K -2,103 Closed
PP
803
Paloma Partners
Connecticut
– -$619K -2,097 Closed
CCIA
804
Campbell & Co Investment Adviser
Maryland
– -$434K -2,058 Closed
JFG
805
Jefferies Financial Group
New York
– -$386K -1,831 Closed
IIM
806
Intact Investment Management
Quebec, Canada
– -$380K -1,800 Closed
MFAM
807
Motley Fool Asset Management
Virginia
– -$372K -1,764 Closed
SXL
808
Summit X LLC
Missouri
– -$398K -1,682 Closed
GTCM
809
Gyon Technologies Capital Management
New Jersey
– -$317K -1,502 Closed
EWA
810
Exencial Wealth Advisors
Oklahoma
– -$299K -1,420 Closed
CCM
811
Chimera Capital Management
New York
– -$288K -1,366 Closed
OQS
812
Occudo Quantitative Strategies
Florida
– -$281K -1,333 Closed
ACP
813
Aveo Capital Partners
Colorado
– -$244K -1,159 Closed
CC
814
Cipher Capital
New York
– -$226K -1,071 Closed
CIBC World Market
815
CIBC World Market
Ontario, Canada
– -$225K -1,069 Closed
PCM
816
Prelude Capital Management
New York
– -$215K -1,020 Closed
MFG
817
Mendota Financial Group
Wisconsin
– -$156K -738 Closed
PMAM
818
Picton Mahoney Asset Management
Ontario, Canada
– -$151K -717 Closed
AWM
819
Accurate Wealth Management
Florida
– -$84.3K -363 Closed
FGAM
820
Financial Gravity Asset Management
Texas
– -$85 -211 Closed
Loomis, Sayles & Company
821
Loomis, Sayles & Company
Massachusetts
– -$38K -182 Closed
EC
822
Elequin Capital
New York
– -$33.7K -160 Closed
GPI
823
General Partner Inc
Pennsylvania
– -$29.1K -138 Closed
ZIG
824
Zullo Investment Group
Pennsylvania
– -$14.1K -67 Closed
MCC
825
Money Concepts Capital
Florida
– -$12.9K -61 Closed
30 31 32
33
34

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.