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Align Technology

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: 35 (+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: 710769 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
151
Massachusetts Financial Services
Massachusetts
$12.8M -$4.24M -14,382 -27%
Toronto Dominion Bank
152
Toronto Dominion Bank
Ontario, Canada
$12.8M +$1.48K +5 +0%
MSV
153
MN Services Vermogensbeheer
Netherlands
$12.3M +$325K +1,100 +3%
Treasurer of the State of North Carolina
154
Treasurer of the State of North Carolina
North Carolina
$12.3M +$317K +1,074 +3%
PAMS
155
Pictet Asset Management (Switzerland)
Switzerland
$12.2M -$7.93M -26,873 -42%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$12.1M -$20.4K -69 -0.2%
Fidelity International
157
Fidelity International
Bermuda
$11.7M -$155K -527 -1%
1832 Asset Management
158
1832 Asset Management
Ontario, Canada
$11.6M -$7.33M -24,830 -42%
PI
159
PEAK6 Investments
Illinois
$11.4M +$7.73M +26,195 +330%
CAM
160
Congress Asset Management
Massachusetts
$11.3M +$127K +430 +1%
Aberdeen Group
161
Aberdeen Group
United Kingdom
$11M +$364K +1,234 +4%
DAM
162
Deepwater Asset Management
Minnesota
$10.9M -$3.53M -11,960 -27%
PI
163
PineBridge Investments
New York
$10.8M +$6.51M +22,075 +213%
RG
164
Rathbones Group
United Kingdom
$10.4M -$1.38M -4,679 -13%
Asset Management One
165
Asset Management One
Japan
$10.2M +$573K +1,942 +7%
JMPWA
166
JP Morgan Private Wealth Advisors
California
$9.95M -$340K -1,151 -4%
Osaic Holdings
167
Osaic Holdings
Arizona
$9.77M +$1.8M +6,113 +26%
SBWIC
168
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.76M +$79.7K +270 +0.9%
NGM
169
North Growth Management
British Columbia, Canada
$9.75M -$2.07M -7,000 -19%
LIC
170
Laurus Investment Counsel
Canada
$9.69M
IG
171
Ithaka Group
Virginia
$9.67M -$9.62M -32,605 -53%
Ensign Peak Advisors
172
Ensign Peak Advisors
Utah
$9.59M +$7.97K +27 +0.1%
TC
173
TownSquare Capital
Utah
$9.11M +$57.5K +195 +0.7%
Royal London Asset Management
174
Royal London Asset Management
United Kingdom
$9.02M +$510K +1,728 +7%
GT
175
Glenmede Trust
Pennsylvania
$9.02M +$495K +1,679 +7%

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.