We are live on ! Find out more
ALGN icon

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
FMI
76
Factory Mutual Insurance
Massachusetts
$39.3M +$7.06M +29,800 +26%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$38.2M -$973K -4,106 -3%
UBS Group
78
UBS Group
Switzerland
$37.7M -$2.99M -12,624 -8%
WorldQuant Millennium Advisors
79
WorldQuant Millennium Advisors
New York
$37.3M -$10.4M -44,068 -24%
Allspring Global Investments
80
Allspring Global Investments
North Carolina
$37M -$1.19M -5,040 -4%
SEI Investments
81
SEI Investments
Pennsylvania
$36M -$183K -770 -0.6%
FCM
82
Frontier Capital Management
Massachusetts
$35.9M -$7M -29,516 -18%
Massachusetts Financial Services
83
Massachusetts Financial Services
Massachusetts
$35M +$5.61M +23,676 +23%
Citadel Advisors
84
Citadel Advisors
Florida
$34.7M -$75.1M -316,659 -71%
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
$34.7M -$34.5M -145,393 -53%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$32.4M +$519K +2,191 +2%
DC
87
Davenport & Co
Virginia
$31.6M +$26.7M +112,499 +5,180%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$31.4M +$18M +75,753 +194%
Impax Asset Management Group
89
Impax Asset Management Group
United Kingdom
$31.3M +$10.7M +45,070 +65%
National Pension Service
90
National Pension Service
South Korea
$30.7M
Federated Hermes
91
Federated Hermes
Pennsylvania
$29.4M +$24.1M +101,708 +1,783%
PAM
92
Panagora Asset Management
Massachusetts
$29.3M +$23.6M +99,449 +1,354%
Canada Life
93
Canada Life
Manitoba, Canada
$28.5M +$8.31M +35,070 +51%
Fisher Asset Management
94
Fisher Asset Management
Washington
$27.9M +$22.8K +96 +0.1%
Cerity Partners
95
Cerity Partners
New York
$27.5M +$4.16M +17,556 +21%
MAMU
96
Marathon Asset Management (UK)
United Kingdom
$27.5M +$10.3M +43,395 +76%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$27.4M -$3.41M -14,388 -13%
US Bancorp
98
US Bancorp
Minnesota
$27.3M -$179K -753 -0.8%
Citigroup
99
Citigroup
New York
$26.7M +$3.28M +13,831 +17%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$25.6M -$33.1M -139,771 -60%

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.