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Alignment Healthcare

118 hedge funds and large institutions have $1.31B invested in Alignment Healthcare in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,644% more call options, than puts

Call options by funds: $157K | Put options by funds: $9K

61% more capital invested

Capital invested by funds: $814M → $1.31B (+$499M)

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

1.08% more ownership

Funds ownership: 86.79%87.87% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 130118 (-12)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

Holders
118
Holders Change
-12
Holders Change %
-9.23%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
52
Reduced
34
Closed
30
Calls
$157K
Puts
$9K
Net Calls
+$148K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$477M
WP
2
Warburg Pincus
New York
$140M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$134M +$1.3M +199,654 +1%
DM
4
Deerfield Management
New York
$85.2M +$17.2M +2,630,788 +32%
Vanguard Group
5
Vanguard Group
Pennsylvania
$75M +$2.29M +351,002 +4%
BlackRock
6
BlackRock
New York
$64M +$5.2M +796,134 +11%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$62.8M -$1.77M -270,901 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$35.2M -$9.66M -1,479,408 -25%
DCP
9
Durable Capital Partners
Maryland
$31.1M +$26M +3,980,949 New
HRCM
10
Hood River Capital Management
Florida
$24.3M +$1.21M +185,854 +6%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$24.3M +$9.84M +1,507,759 +94%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.8M +$2.12M +324,212 +16%
State Street
13
State Street
Massachusetts
$17.5M +$810K +124,097 +6%
Millennium Management
14
Millennium Management
New York
$13.5M -$20.5M -3,146,691 -65%
RPAM
15
Rhenman & Partners Asset Management
Sweden
$12.8M -$2.49M -381,288 -19%
Renaissance Technologies
16
Renaissance Technologies
New York
$12.2M +$1.47M +225,000 +17%
Citadel Advisors
17
Citadel Advisors
Florida
$9.83M -$2.45M -375,191 -23%
Charles Schwab
18
Charles Schwab
California
$6.46M +$420K +64,322 +8%
Northern Trust
19
Northern Trust
Illinois
$5.83M -$149K -22,797 -3%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$3.97M +$1.06M +162,204 +47%
Goldman Sachs
21
Goldman Sachs
New York
$3.5M -$198K -30,299 -6%
Bank of America
22
Bank of America
North Carolina
$3.46M +$983K +150,559 +52%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$3.4M +$9.03K +1,383 +0.3%
Norges Bank
24
Norges Bank
Norway
$3.37M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.99M +$539K +82,559 +28%

ALHC Hedge Fund Activity: Q2 2024 in Review

118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alignment Healthcare (ALHC) for Q2 2024, worth a combined $1.31B — up 61% from $814M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of ALHC and 19 opened new positions — a net loss of 11 holders — while 34 trimmed existing stakes and 52 added.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $26M. The largest seller was Millennium Management, cutting an estimated $20.5M.

  • 118 institutional investors held Alignment Healthcare (ALHC) as of Q2 2024, down from 130 in Q1 2024.
  • Funds reported $1.31B of Alignment Healthcare stock for Q2 2024, up 61% quarter-over-quarter.
  • 19 funds opened new Alignment Healthcare positions in Q2 2024 and 30 closed out, a net change of -11 holders.
  • The largest Alignment Healthcare buyer in Q2 2024 was Durable Capital Partners, an estimated $26M added.
  • The largest Alignment Healthcare seller in Q2 2024 was Millennium Management, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2024.