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Align Technology
ALGN

Overview Fund Activity

760 hedge funds and large institutions have $15.6B invested in Align Technology in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 249 increasing their positions, 302 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
-49
Holders Change %
-6.06%
% of All Funds
11.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
88
Increased
249
Reduced
302
Closed
128
Calls
$251M
Puts
$373M
Net Calls
-$123M
Net Calls Change
+$171M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$275M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$427M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$206M
5
BlackRock
BlackRock
New York
$1.92B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$231M
2
Polen Capital Management
Polen Capital Management
Florida
$4.83M
3
AllianceBernstein
AllianceBernstein
Tennessee
$222M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMC
801
Mizuho Markets Cayman
Cayman Islands
– -$644K -2,180 Closed
NWMG
802
National Wealth Management Group
Ohio
– -$661K -2,015 Closed
KJHP
803
K.J. Harrison & Partners
Ontario, Canada
– -$658K -2,008 Closed
NG
804
Norden Group
Utah
– -$597K -1,822 Closed
DWM
805
Dynasty Wealth Management
Florida
– -$577K -1,761 Closed
LTAS
806
Linden Thomas Advisory Services
North Carolina
– -$568K -1,732 Closed
YMRC
807
Yorktown Management & Research Company
Virginia
– -$566K -1,725 Closed
NW
808
NewEdge Wealth
Pennsylvania
– -$490K -1,711 Closed
BTWM
809
Baker Tilly Wealth Management
Wisconsin
– -$525K -1,600 Closed
BL
810
Balentine LLC
Georgia
– -$519K -1,584 Closed
C
811
Certuity
Florida
– -$510K -1,556 Closed
SIA
812
Schechter Investment Advisors
Michigan
– -$489K -1,491 Closed
VAS
813
Vestmark Advisory Solutions
Massachusetts
– -$484K -1,476 Closed
WS
814
Wedbush Securities
California
– -$455K -1,389 Closed
DAS
815
Diversify Advisory Services
Utah
– -$416K -1,301 Closed
LOAMS
816
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$420K -1,282 Closed
HFM
817
Harvest Fund Management
China
– -$415K -1,266 Closed
CNBT
818
Canandaigua National Bank & Trust
New York
– -$403K -1,230 Closed
IP
819
Intellectus Partners
California
– -$385K -1,175 Closed
FCI
820
Financial Counselors Inc
Kansas
– -$368K -1,121 Closed
TSW
821
Three Seasons Wealth
Utah
– -$342K -1,097 Closed
GL
822
Graypoint LLC
New York
– -$343K -1,046 Closed
ONB
823
Old National Bancorp
Indiana
– -$333K -1,014 Closed
PCS
824
Personal CFO Solutions
New Jersey
– -$328K -1,000 Closed
WEG
825
World Equity Group
Illinois
– -$310K -944 Closed
31 32
33
34 35