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ALGN Holdings Changes image
This page summarizes the ALGN holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether ALGN is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing ALGN Share Count
Norden Group LLC 975 36,540 +35,565 +3647.69%
AdvisorNet Financial Inc 56 254 +198 +353.57%
Rise Advisors LLC 18 70 +52 +288.89%
Capital Investment Advisors LLC 2,043 3,730 +1,687 +82.57%
Los Angeles Capital Management & Equity Research Inc. 2,675 4,721 +2,046 +76.49%
SJS Investment Consulting Inc. 3 5 +2 +66.67%
Gateway Investment Advisers LLC 1,802 2,822 +1,020 +56.60%
Banque Cantonale Vaudoise 1,211 1,849 +638 +52.68%
Veriti Management LLC 1,402 2,010 +608 +43.37%
GAMMA Investing LLC 497 706 +209 +42.05%
DNB Asset Management AS 14,101 19,223 +5,122 +36.32%
CVA Family Office LLC 75 97 +22 +29.33%
Valley National Advisers Inc. 66 85 +19 +28.79%
CWM LLC 3,218 3,803 +585 +18.18%
First Bank & Trust 4,826 5,596 +770 +15.96%
New Mexico Educational Retirement Board 3,750 4,250 +500 +13.33%
Park Avenue Securities LLC 2,306 2,610 +304 +13.18%
Wealth Enhancement Advisory Services LLC 5,597 6,294 +697 +12.45%
Capital Advisors Ltd. LLC 9 10 +1 +11.11%
Massmutual Trust Co. FSB ADV 182 202 +20 +10.99%
Azzad Asset Management Inc. ADV 12,473 13,622 +1,149 +9.21%
Cooper Financial Group 1,251 1,366 +115 +9.19%
Wealthfront Advisers LLC 9,745 10,627 +882 +9.05%
Raymond James & Associates 28,767 30,578 +1,811 +6.30%
Versant Capital Management Inc 16 17 +1 +6.25%
Wedmont Private Capital 1,193 1,250 +57 +4.78%
Slow Capital Inc. 9,543 9,808 +265 +2.78%
ARK Investment Management LLC 7,778 7,986 +208 +2.67%
Fulcrum Capital LLC 8,015 8,206 +191 +2.38%
Moody National Bank Trust Division 2,069 2,107 +38 +1.84%
RDA Financial Network 7,503 7,636 +133 +1.77%
NBC Securities Inc. 338 342 +4 +1.18%
Aspiriant LLC 736 741 +5 +0.68%
Czech National Bank 12,475 12,532 +57 +0.46%
Gulf International Bank UK Ltd 6,011 6,028 +17 +0.28%
IFM Investors Pty Ltd 15,346 15,363 +17 +0.11%
13F Filers Reporting New Positions In ALGN
Ipswich Investment Management Co. Inc. 0 655 +655 +100%
Mather Group LLC. 0 80 +80 +100%
Lbmc Investment Advisors LLC 0 2,000 +2,000 +100%
Evanson Asset Management LLC 0 1,200 +1,200 +100%
Clarius Group LLC 0 624 +624 +100%
Symmetry Partners LLC 0 624 +624 +100%
Steel Peak Wealth Management LLC 0 933 +933 +100%
Royal Fund Management LLC 0 2,206 +2,206 +100%
Hexagon Capital Partners LLC 0 1 +1 +100%
GoalVest Advisory LLC 0 2 +2 +100%
WD Rutherford LLC 0 1,859 +1,859 +100%
Marshall Financial Group LLC 0 639 +639 +100%
13F Filers With Unchanged Share Count
State of Michigan Retirement System 19,500 19,500 UNCH 0.00%
ST Germain D J Co. Inc. 15 15 UNCH 0.00%
Optimum Investment Advisors 450 450 UNCH 0.00%
Adirondack Trust Co. 10 10 UNCH 0.00%
Farmers & Merchants Investments Inc. 48 48 UNCH 0.00%
Legato Capital Management LLC 4,619 4,619 UNCH 0.00%
Harbor Investment Advisory LLC 63 63 UNCH 0.00%
Asset Dedication LLC 12 12 UNCH 0.00%
Financial Management Professionals Inc. 20 20 UNCH 0.00%
Lowe Wealth Advisors LLC 30 30 UNCH 0.00%
Riverview Trust Co 805 805 UNCH 0.00%
JJJ Advisors Inc. 16 16 UNCH 0.00%
MCF Advisors LLC 251 251 UNCH 0.00%
Unison Advisors LLC 10,576 10,576 UNCH 0.00%
Pinnacle Bank 322 322 UNCH 0.00%
Stratos Wealth Advisors LLC 1,110 1,110 UNCH 0.00%
Independence Bank of Kentucky 33 33 UNCH 0.00%
Sound Income Strategies LLC 3 3 UNCH 0.00%
Avondale Wealth Management 300 300 UNCH 0.00%
Chicago Capital LLC 1,208 1,208 UNCH 0.00%
Yarbrough Capital LLC 2,556 2,556 UNCH 0.00%
Maryland State Retirement & Pension System 5,829 5,829 UNCH 0.00%
Atticus Wealth Management LLC 17 17 UNCH 0.00%
Tsfg LLC 175 175 UNCH 0.00%
RMR Wealth Builders 818 818 UNCH 0.00%
DHJJ Financial Advisors Ltd. 271 271 UNCH 0.00%
Laurus Investment Counsel Inc. 17,975 17,975 UNCH 0.00%
Bank of New Hampshire 75 75 UNCH 0.00%
Red Tortoise LLC 16 16 UNCH 0.00%
City State Bank 14 14 UNCH 0.00%
Coston McIsaac & Partners 12 12 UNCH 0.00%
Fortitude Family Office LLC 40 40 UNCH 0.00%
Trifecta Capital Advisors LLC 2,346 2,346 UNCH 0.00%
Voisard Asset Management Group Inc. 17 17 UNCH 0.00%
13F Filers Decreasing ALGN Share Count
Bruce G. Allen Investments LLC 3 1 -2 -66.67%
Congress Asset Management Co. MA 5,186 2,383 -2,803 -54.05%
Altfest L J & Co. Inc. 2,021 1,016 -1,005 -49.73%
Allspring Global Investments Holdings LLC 135,193 70,742 -64,451 -47.67%
Barrett & Company Inc. 571 323 -248 -43.43%
Diversified Trust Co 3,442 2,486 -956 -27.77%
EFG Asset Management Americas Corp. 1,167 853 -314 -26.91%
Exchange Traded Concepts LLC 4,000 3,056 -944 -23.60%
Toth Financial Advisory Corp 26 20 -6 -23.08%
Canandaigua National Bank & Trust Co. 1,521 1,230 -291 -19.13%
Park Place Capital Corp 426 345 -81 -19.01%
Keel Point LLC 1,007 816 -191 -18.97%
Stratos Wealth Partners LTD. 1,034 881 -153 -14.80%
GraniteShares Advisors LLC 2,154 1,875 -279 -12.95%
State of Alaska Department of Revenue 15,714 13,724 -1,990 -12.66%
OLD National Bancorp IN 1,153 1,014 -139 -12.06%
Raymond James Financial Services Advisors Inc. 11,606 10,367 -1,239 -10.68%
Loup Funds LLC 48,981 44,119 -4,862 -9.93%
Pallas Capital Advisors LLC 1,257 1,136 -121 -9.63%
Country Trust Bank 80,830 73,201 -7,629 -9.44%
Portside Wealth Group LLC 4,147 3,856 -291 -7.02%
Flagship Harbor Advisors LLC 2,574 2,404 -170 -6.60%
Dohj LLC 1,611 1,518 -93 -5.77%
Hartford Investment Management Co. 4,802 4,602 -200 -4.16%
Sunbelt Securities Inc. 5,792 5,643 -149 -2.57%
Factory Mutual Insurance Co. 143,293 140,393 -2,900 -2.02%
MV Capital Management Inc. 101 100 -1 -0.99%
Beech Hill Advisors Inc. 5,600 5,545 -55 -0.98%
NorthCrest Asset Manangement LLC 1,035 1,025 -10 -0.97%
Progressive Investment Management Corp 11,843 11,735 -108 -0.91%
Piscataqua Savings Bank 1,075 1,067 -8 -0.74%
Sumitomo Mitsui Trust Holdings Inc. 174,918 173,753 -1,165 -0.67%
Acropolis Investment Management LLC 521 520 -1 -0.19%
13F Filers Exiting ALGN
Portman Square Capital LLP 1,069 0 -1,069 -100.00%
Koss Olinger Consulting LLC 1,000 0 -1,000 -100.00%
International Assets Investment Management LLC 51,512 0 -51,512 -100.00%
Polianta Ltd 4,100 0 -4,100 -100.00%
AMF Pensionsforsakring AB 24,197 0 -24,197 -100.00%
Weiss Multi Strategy Advisers LLC 3,301 0 -3,301 -100.00%
Caldwell Sutter Capital Inc. 6 0 -6 -100.00%

See Summary: Institutional Holders of ALGN
See Details: Top 10 Hedge Funds Holding ALGN
Also See: ALGN Insider Buying

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