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Align Technology

710 hedge funds and large institutions have $14.1B invested in Align Technology in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 245 increasing their positions, 282 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $392M | Put options by funds: $267M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $14.3B → $14.1B (-$251M)

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

3% less funds holding

Funds holding: 730710 (-20)

2.93% less ownership

Funds ownership: 88.38%85.45% (-2.9%)

13% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 282

Holders
710
Holders Change
-20
Holders Change %
-2.74%
% of All Funds
11.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
95
Increased
245
Reduced
282
Closed
100
Calls
$392M
Puts
$267M
Net Calls
+$125M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Shell Asset Management
Netherlands
$905K -$716K -3,576 -45%
MM
352
Meridian Management
Arkansas
$903K -$358K -1,791 -30%
SC
353
Scotia Capital
Ontario, Canada
$900K -$147K -733 -15%
CG
354
Cutler Group
California
$900K +$225K +1,124 +36%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$895K +$199K +995 +31%
Walleye Trading
356
Walleye Trading
New York
$894K +$849K +4,239 New
IWA
357
Icon Wealth Advisors
Texas
$893K -$141K -706 -14%
MLICM
358
Metropolitan Life Insurance Company (MetLife)
New York
$886K +$6.21K +31 +0.7%
EB
359
Eastern Bank
Massachusetts
$886K
BAM
360
Blueshift Asset Management
New Jersey
$880K +$575K +2,873 +221%
MSE
361
MUFG Securities EMEA
United Kingdom
$869K -$128K -640 -13%
SAM
362
Silvercrest Asset Management
New York
$866K
CB
363
Commerce Bank
Missouri
$859K -$19.4K -97 -2%
CF
364
Cantor Fitzgerald
New York
$852K +$809K +4,040 New
PFG
365
PAX Financial Group
Texas
$848K +$404K +2,018 +101%
Commonwealth Equity Services
366
Commonwealth Equity Services
Massachusetts
$838K -$74.9K -374 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
367
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$829K -$40.4M -201,800 -98%
JGC
368
J. Goldman & Co
New York
$824K +$782K +3,909 New
DADC
369
D.A. Davidson & Co
Montana
$818K +$32.4K +162 +4%
Bank Julius Baer & Co
370
Bank Julius Baer & Co
Switzerland
$807K -$46.2K -231 -6%
LCM
371
LRT Capital Management
Texas
$798K +$263K +1,316 +53%
TRCT
372
Tower Research Capital (TRC)
New York
$788K -$3.34M -16,664 -82%
GCP
373
GSA Capital Partners
United Kingdom
$788K +$748K +3,736 New
YWP
374
YorkBridge Wealth Partners
New York
$757K -$134K -670 -16%
BOC
375
Barbara Oil Co
Illinois
$733K

ALGN Hedge Fund Activity: Q4 2022 in Review

710 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2022, worth a combined $14.1B — down 1.8% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of ALGN and 95 opened new positions — a net loss of 5 holders — while 282 trimmed existing stakes and 245 added.

The largest buyer was Capital World Investors, adding an estimated $202M. The largest seller was Janus Henderson Group, cutting an estimated $443M.

  • 710 institutional investors held Align Technology (ALGN) as of Q4 2022, down from 730 in Q3 2022.
  • Funds reported $14.1B of Align Technology stock for Q4 2022, down 1.8% quarter-over-quarter.
  • 95 funds opened new Align Technology positions in Q4 2022 and 100 closed out, a net change of -5 holders.
  • The largest Align Technology buyer in Q4 2022 was Capital World Investors, an estimated $202M added.
  • The largest Align Technology seller in Q4 2022 was Janus Henderson Group, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2022.