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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
Asset Management One
176
Asset Management One
Japan
$7.95M -$378K -1,593 -5%
DBG
177
De Burlo Group
Massachusetts
$7.91M
RJA
178
Raymond James & Associates
Florida
$7.88M -$6.29M -26,524 -48%
Comerica Bank
179
Comerica Bank
Texas
$7.53M -$1.26M -5,318 -16%
RG
180
Rathbones Group
United Kingdom
$7.53M -$1.03M -4,340 -14%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$7.5M -$1.18M -4,988 -15%
GC
182
Giverny Capital
Quebec, Canada
$7.44M +$6.44M +27,162 New
RPAM
183
Rhenman & Partners Asset Management
Sweden
$7.4M +$6.4M +27,000 New
LPL Financial
184
LPL Financial
California
$7.28M +$69.7K +294 +1%
TC
185
TownSquare Capital
Utah
$7.19M -$423K -1,783 -6%
BBVA
186
Banco Bilbao Vizcaya Argentaria
Spain
$7.14M +$3.74M +15,782 +155%
PAMP
187
Polar Asset Management Partners
Ontario, Canada
$7.12M +$6.16M +26,000 New
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$7.04M +$2.95M +12,442 +94%
LSA
189
Leonteq Securities AG
Switzerland
$6.96M +$4.18M +17,630 +227%
GT
190
Glenmede Trust
Pennsylvania
$6.87M -$863K -3,641 -13%
TD Asset Management
191
TD Asset Management
Ontario, Canada
$6.71M -$9.04M -38,151 -61%
AT
192
AMF Tjänstepension
Sweden
$6.63M -$1.84M -7,777 -24%
LIC
193
Laurus Investment Counsel
Canada
$6.53M
X
194
Xponance
Pennsylvania
$6.34M +$521K +2,198 +10%
IG
195
Ithaka Group
Virginia
$6.33M -$372K -1,568 -6%
KBC Group
196
KBC Group
Belgium
$6.19M -$3.4M -14,329 -39%
HFS
197
Hantz Financial Services
Michigan
$6.16M -$326K -1,377 -6%
GPGA
198
Grandeur Peak Global Advisors
Utah
$5.82M +$393K +1,659 +8%
AIG
199
American International Group
New York
$5.76M -$1.17M -4,921 -19%
GCM
200
Geneva Capital Management
Wisconsin
$5.73M -$285K -1,203 -5%

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.