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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
E
801
Ergoteles
New York
– -$678K -2,030 Closed
BAM
802
Blueshift Asset Management
New Jersey
– -$642K -1,921 Closed
PAG
803
Private Advisory Group
Washington
– -$512K -1,533 Closed
ZIC
804
ZWJ Investment Counsel
Georgia
– -$501K -1,500 Closed
CC
805
Centiva Capital
New York
– -$497K -1,488 Closed
Marshall Wace
806
Marshall Wace
United Kingdom
– -$489K -1,462 Closed
William Blair Investment Management
807
William Blair Investment Management
Illinois
– -$488K -1,460 Closed
TA
808
Tactive Advisors
Florida
– -$473K -1,417 Closed
OTL
809
Oak Thistle LLC
New York
– -$443K -1,325 Closed
EF
810
Empowered Funds
Pennsylvania
– -$393K -1,177 Closed
VWA
811
V Wealth Advisors
Kansas
– -$344K -1,029 Closed
MHP
812
Manatuck Hill Partners
Connecticut
– -$334K -1,000 Closed
GA
813
Greytown Advisors
Florida
– -$317K -950 Closed
AP
814
Americana Partners
Texas
– -$311K -932 Closed
CM
815
Capula Management
Cayman Islands
– -$294K -880 Closed
SM
816
STF Management
Texas
– -$293K -878 Closed
CG
817
Caprock Group
Idaho
– -$286K -856 Closed
QT
818
Quantamental Technologies
New York
– -$262K -784 Closed
SPC
819
Sigma Planning Corp
Michigan
– -$238K -713 Closed
AC
820
AXQ Capital
New Jersey
– -$234K -700 Closed
BCM
821
BlueCrest Capital Management
Jersey
– -$234K -700 Closed
CCM
822
CAAS Capital Management
New York
– -$234K -700 Closed
CS
823
Comerica Securities
Michigan
– -$231K -691 Closed
IB
824
Intrust Bank
Kansas
– -$214K -639 Closed
DA
825
Doliver Advisors
Texas
– -$209K -625 Closed
31 32
33
34 35

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.