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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
TF
826
TimeScale Financial
Massachusetts
– -$11.4K -55 Closed
SWM
827
Sugarloaf Wealth Management
Georgia
– -$11K -52 Closed
MAWCM
828
Mine & Arao Wealth Creation & Management
California
– -$10.5K -50 Closed
PVH
829
Psagot Value Holdings
Israel
– -$9K -41 Closed
FA
830
Fiduciary Alliance
South Carolina
– -$8.44K -40 Closed
MA
831
Montag & Associates
Georgia
– -$7.38K -35 Closed
BHWM
832
Beaird Harris Wealth Management
Texas
– -$6.96K -33 Closed
RBC
833
Romano Brothers & Co
Illinois
– -$5.48K -26 Closed
DWP
834
Destiny Wealth Partners
Florida
– -$2.95K -14 Closed
DCM
835
Davidson Capital Management
Texas
– -$2.74K -13 Closed
DWA
836
Delos Wealth Advisors
Texas
– -$2.74K -13 Closed
SC
837
Sierra Capital
Florida
– -$3K -13 Closed
TC
838
Truvestments Capital
Florida
– -$2.32K -11 Closed
MSCM
839
McElhenny Sheffield Capital Management
Texas
– -$844 -4 Closed
MPCL
840
My Personal CFO LLC
Washington
– -$422 -2 Closed
LF
841
Lee Financial
Texas
– -$211 -1 Closed
PMFA
842
Plante Moran Financial Advisors
Michigan
– -$211 -1 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.