L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 4 Feb 2025
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 13 listed it in both
Shares listed
7,347,397
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

Among the 94 comparable managers: 10 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ALGN in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Wellington Management Group LLP2,384,816$497m0.09%Trimmed-249,78412 Feb 2025 (the filing on sec.gov)
Citadel Advisors LLC1,749,826$365m0.06%Added+198,30714 Feb 2025 (the filing on sec.gov)
Millennium Management LLC1,125,862$235m0.11%Added+376,37614 Feb 2025 (the filing on sec.gov)
Capital World Investors1,119,784$233munder 0.1%Added+51513 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC198,002$41m0.05%Trimmed-98,74014 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP174,457$36m0.12%Trimmed-365,36214 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd150,969$31munder 0.1%Trimmed-11,01014 Feb 2025 (the filing on sec.gov)
Freestone Grove Partners LP139,364$29m0.36%Heldn.a.14 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP124,818$26m0.18%Added+44,90312 Feb 2025 (the filing on sec.gov)
Woodline Partners LP80,959$17m0.11%Added+3,54414 Feb 2025 (the filing on sec.gov)
Quantbot Technologies LP37,849$7.9m0.29%Addedn.a.11 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC35,110$7.3munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP7,566$1.6munder 0.1%Trimmed-27,84413 Feb 2025 (the filing on sec.gov)
ARK Investment Management LLC6,918$1.4munder 0.1%Added+5054 Feb 2025 (the filing on sec.gov)
Polen Capital Management LLC4,504$939kunder 0.1%Trimmed-5,71110 Feb 2025 (the filing on sec.gov)
First Eagle Investment Management LLC4,264$889kunder 0.1%Added+35010 Feb 2025 (the filing on sec.gov)
Caxton Associates LLP2,329$486kunder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ALGN by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$122mn.a.n.a.
Q3 20136$569mn.a.n.a.
Q4 20137$668mn.a.n.a.
Q1 20148$213mn.a.n.a.
Q2 20147$305mn.a.n.a.
Q3 20147$356mn.a.n.a.
Q4 20148$475mn.a.n.a.
Q1 20157$306mn.a.n.a.
Q2 20159$402mn.a.n.a.
Q3 20157$365mn.a.n.a.
Q4 20157$430mn.a.n.a.
Q1 201610$613mn.a.n.a.
Q2 201610$855mn.a.n.a.
Q3 201616$1.2bnn.a.n.a.
Q4 201611$1.3bnn.a.n.a.
Q1 20179$1.5bnn.a.n.a.
Q2 201716$1.7bnn.a.n.a.
Q3 201715$2.3bnn.a.n.a.
Q4 201722$2.8bnn.a.n.a.
Q1 201820$3.1bnn.a.n.a.
Q2 201821$4.9bnn.a.n.a.
Q3 201820$5.1bnn.a.n.a.
Q4 201821$3.0bnn.a.n.a.
Q1 201918$3.7bnn.a.n.a.
Q2 201919$3.0bnn.a.n.a.
Q3 201919$1.8bnn.a.n.a.
Q4 201918$2.8bnn.a.n.a.
Q1 202017$1.6bnn.a.n.a.
Q2 202015$3.1bnn.a.n.a.
Q3 202022$4.0bnn.a.n.a.
Q4 202021$6.4bnn.a.n.a.
Q1 202130$6.5bnn.a.n.a.
Q2 202129$6.5bnn.a.n.a.
Q3 202126$8.1bnn.a.n.a.
Q4 202121$8.4bnn.a.n.a.
Q1 202220$6.1bnn.a.n.a.
Q2 202217$3.4bnn.a.n.a.
Q3 202219$2.7bnn.a.n.a.
Q4 202216$2.2bnn.a.n.a.
Q1 202319$3.8bnn.a.n.a.
Q2 202320$4.1bnn.a.n.a.
Q3 202318$2.9bnn.a.n.a.
Q4 202320$2.4bn1111
Q1 202419$2.7bn128
Q2 202418$1.6bn129
Q3 202415$2.1bn106
Q4 202417$1.5bn106
Q1 202517$1.3bn117
Q2 202517$1.5bn108
Q3 202511$751m85
Q4 202514$1.0bn2316
Q1 202610$1.3bn1225
Q2 202610$1.9bn1718

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ALGN and LLY →ALGN and JNJ →ALGN and VRTX →Choose a stock to compare with ALGN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ALGN, latest filings →Back to the 13F Explorer →