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Alignment Healthcare

130 hedge funds and large institutions have $814M invested in Alignment Healthcare in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,267% more call options, than puts

Call options by funds: $131K | Put options by funds: $3K

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

7% more funds holding

Funds holding: 121130 (+9)

0.31% more ownership

Funds ownership: 86.49%86.79% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 45

42% less capital invested

Capital invested by funds: $1.41B → $814M (-$594M)

Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
36
Reduced
45
Closed
19
Calls
$131K
Puts
$3K
Net Calls
+$128K
Net Calls Change
+$153K
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$303M
WP
2
Warburg Pincus
New York
$88.9M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$84.3M -$71.3K -11,134 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.8M +$597K +93,262 +1%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$41.2M -$24.1M -3,771,362 -31%
DM
6
Deerfield Management
New York
$41M +$30.6M +4,781,889 +137%
BlackRock
7
BlackRock
New York
$36.7M +$759K +118,630 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$29.7M +$13.7M +2,145,872 +56%
Millennium Management
9
Millennium Management
New York
$24.1M +$9.7M +1,516,025 +45%
HRCM
10
Hood River Capital Management
Florida
$14.5M +$6.2M +968,637 +50%
State Street
11
State Street
Massachusetts
$10.5M +$838K +130,954 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.3M +$314K +49,088 +2%
RPAM
13
Rhenman & Partners Asset Management
Sweden
$10M +$6.87M +1,072,736 +113%
Citadel Advisors
14
Citadel Advisors
Florida
$8.1M -$161K -25,079 -2%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$7.92M -$5.89M -919,866 -37%
Renaissance Technologies
16
Renaissance Technologies
New York
$6.65M +$1.2M +187,000 +16%
Northern Trust
17
Northern Trust
Illinois
$3.81M -$245K -38,283 -5%
Charles Schwab
18
Charles Schwab
California
$3.78M +$65.3K +10,199 +1%
Goldman Sachs
19
Goldman Sachs
New York
$2.37M -$284K -44,348 -8%
Tudor Investment Corp
20
Tudor Investment Corp
Connecticut
$2.15M +$1.53M +239,599 +123%
Norges Bank
21
Norges Bank
Norway
$2.14M -$926K -144,630 -25%
Morgan Stanley
22
Morgan Stanley
New York
$1.81M -$6.88M -1,074,517 -75%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$1.71M +$208K +32,512 +10%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$1.69M +$2.18M +340,000 New
PAM
25
Panagora Asset Management
Massachusetts
$1.61M -$123K -19,166 -6%

ALHC Hedge Fund Activity: Q1 2024 in Review

130 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alignment Healthcare (ALHC) for Q1 2024, worth a combined $814M — down 42% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ALHC positions and 19 closed out — a net gain of 9 holders — while 36 added to existing stakes and 45 trimmed.

The largest buyer was Deerfield Management, adding an estimated $30.6M. The largest seller was Brown Advisory, exiting entirely with an estimated $32.3M sold.

  • 130 institutional investors held Alignment Healthcare (ALHC) as of Q1 2024, up from 121 in Q4 2023.
  • Funds reported $814M of Alignment Healthcare stock for Q1 2024, down 42% quarter-over-quarter.
  • 28 funds opened new Alignment Healthcare positions in Q1 2024 and 19 closed out, a net change of +9 holders.
  • The largest Alignment Healthcare buyer in Q1 2024 was Deerfield Management, an estimated $30.6M added.
  • The largest Alignment Healthcare seller in Q1 2024 was Brown Advisory, an estimated $32.3M sold.

Based on aggregated 13F filings for Q1 2024.