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Align Technology

772 hedge funds and large institutions have $23.9B invested in Align Technology in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 242 increasing their positions, 315 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $22.5B → $23.9B (+$1.39B)

7% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 83

0.41% more ownership

Funds ownership: 87.79%88.19% (+0.41%)

0% more funds holding

Funds holding: 769772 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11% less call options, than puts

Call options by funds: $408M | Put options by funds: $458M

23% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 315

Holders
772
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.12%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
89
Increased
242
Reduced
315
Closed
83
Calls
$408M
Puts
$458M
Net Calls
-$49.5M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.92B -$43.1M -135,229 -2%
BlackRock
2
BlackRock
New York
$1.98B +$70.9M +222,749 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.16B +$113M +354,036 +12%
Edgewood Management
4
Edgewood Management
Connecticut
$1.16B -$33.6M -105,529 -3%
State Street
5
State Street
Massachusetts
$1.08B +$18.9M +59,204 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$891M +$264M +828,012 +49%
Capital World Investors
7
Capital World Investors
California
$747M -$15M -46,975 -2%
Sands Capital Management
8
Sands Capital Management
Virginia
$729M -$75.1M -235,883 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$562M +$3.56M +11,173 +0.7%
Polen Capital Management
10
Polen Capital Management
Florida
$559M -$12.5M -39,338 -2%
N
11
Nuveen
North Carolina
$447M +$25.7M +80,731 +7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$441M -$53M -166,500 -12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$424M +$40.9M +128,474 +12%
AllianceBernstein
14
AllianceBernstein
Tennessee
$406M +$7.69M +24,139 +2%
Brown Advisory
15
Brown Advisory
Maryland
$388M -$8.26M -25,955 -2%
Morgan Stanley
16
Morgan Stanley
New York
$328M -$21M -65,981 -7%
Invesco
17
Invesco
Georgia
$294M +$73.4M +230,645 +38%
Northern Trust
18
Northern Trust
Illinois
$286M -$2.74M -8,620 -1%
Norges Bank
19
Norges Bank
Norway
$257M -$852K -2,675 -0.4%
Allianz Asset Management
20
Allianz Asset Management
Germany
$209M -$5.49M -17,250 -3%
CIP
21
Champlain Investment Partners
Vermont
$205M +$828K +2,599 +0.5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$195M +$4.16M +13,059 +2%
BCM
23
Bares Capital Management
Texas
$195M -$95.8M -300,715 -35%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$194M +$2.67M +8,392 +2%
Goldman Sachs
25
Goldman Sachs
New York
$190M -$10.7M -33,718 -6%