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Align Technology

788 hedge funds and large institutions have $18.1B invested in Align Technology in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 271 increasing their positions, 304 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 86.77%86.4% (-0.37%)

8% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 113

9% less call options, than puts

Call options by funds: $584M | Put options by funds: $645M

2% less funds holding

Funds holding: 807788 (-19)

11% less capital invested

Capital invested by funds: $20.3B → $18.1B (-$2.16B)

11% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 304

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
788
Holders Change
-19
Holders Change %
-2.35%
% of All Funds
11.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
104
Increased
271
Reduced
304
Closed
113
Calls
$584M
Puts
$645M
Net Calls
-$61.1M
Net Calls Change
-$89.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
876
Thoroughbred Financial Services
Tennessee
-$200K -658 Closed
WAG
877
Wallace Advisory Group
California
-$216K -612 Closed
AWA
878
Authentikos Wealth Advisory
California
-$162K -530 Closed
HCS
879
Himension Capital (Singapore)
Singapore
-$158K -517 Closed
CIM
880
Contravisory Investment Management
Massachusetts
-$130K -425 Closed
DGAM
881
Desjardins Global Asset Management
Quebec, Canada
-$104K -341 Closed
HPC
882
HM Payson & Co
Maine
-$88.5K -290 Closed
AI
883
AXS Investments
New York
-$75.7K -248 Closed
HMS
884
Hanseatic Management Services
New Mexico
-$31.4K -103 Closed
SCA
885
Stonebridge Capital Advisors
Minnesota
-$21.4K -70 Closed
AWM
886
Activest Wealth Management
Florida
-$19.2K -63 Closed
CCA
887
Catalyst Capital Advisors
New York
-$17.4K -57 Closed
EARNEST Partners
888
EARNEST Partners
Georgia
-$13.1K -43 Closed
TWP
889
TFO Wealth Partners
Ohio
-$11.7K -33 Closed
MSE
890
MUFG Securities EMEA
United Kingdom
-$8.55K -28 Closed
FRA
891
Front Row Advisors
California
-$8.24K -27 Closed
MAM
892
Marquette Asset Management
Minnesota
-$3.97K -13 Closed
RFG
893
RFP Financial Group
Georgia
-$3.66K -12 Closed
CWP
894
Concord Wealth Partners
Virginia
-$3.05K -10 Closed
JFA
895
JNBA Financial Advisors
Minnesota
-$2.75K -9 Closed
LFG
896
Larson Financial Group
Missouri
-$2.75K -9 Closed
SSG
897
Summit Securities Group
New York
-$2.13K -9 Closed
PCTC
898
Perkins Coie Trust Company
Washington
-$2.14K -7 Closed
NFSG
899
Newbridge Financial Services Group
Florida
-$1.53K -5 Closed
MHR
900
Matthew Hamilton Rosenberg
-$611 -2 Closed

ALGN Hedge Fund Activity: Q4 2023 in Review

788 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2023, worth a combined $18.1B — down 11% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of ALGN and 104 opened new positions — a net loss of 9 holders — while 304 trimmed existing stakes and 271 added.

The largest buyer was Morgan Stanley, adding an estimated $343M. The largest seller was Edgewood Management, exiting entirely with an estimated $872M sold.

  • 788 institutional investors held Align Technology (ALGN) as of Q4 2023, down from 807 in Q3 2023.
  • Funds reported $18.1B of Align Technology stock for Q4 2023, down 11% quarter-over-quarter.
  • 104 funds opened new Align Technology positions in Q4 2023 and 113 closed out, a net change of -9 holders.
  • The largest Align Technology buyer in Q4 2023 was Morgan Stanley, an estimated $343M added.
  • The largest Align Technology seller in Q4 2023 was Edgewood Management, an estimated $872M sold.

Based on aggregated 13F filings for Q4 2023.