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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
PG
451
Pendal Group
Australia
$365K +$346K +1,729 New
YMRC
452
Yorktown Management & Research Company
Virginia
$364K +$345K +1,725 New
C
453
Certuity
Florida
$359K -$123K -614 -27%
AL
454
Aspiriant LLC
California
$358K +$17.6K +88 +5%
TC
455
Telemus Capital
Michigan
$351K -$39.2K -196 -11%
WI
456
WrapManager Inc
California
$350K -$60.9K -304 -15%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$350K +$29K +145 +10%
CCA
458
Conestoga Capital Advisors
Pennsylvania
$347K -$28K -140 -8%
RWPA
459
Richard W. Paul & Associates
Michigan
$346K +$328K +1,641 New
CNC
460
Canandaigua National Corp
New York
$345K -$6.61K -33 -2%
EMG
461
ETF Managers Group
New Jersey
$344K +$11.8K +59 +4%
FTDI
462
First Trust Direct Indexing
Massachusetts
$338K +$16K +80 +5%
JAG
463
Journey Advisory Group
Kentucky
$332K
SF
464
Synovus Financial
Georgia
$331K -$2.6K -13 -0.8%
SYBT
465
Stock Yards Bank & Trust
Kentucky
$329K -$130K -650 -29%
CWM
466
Congress Wealth Management
Massachusetts
$325K
BSW
467
Buckingham Strategic Wealth
Missouri
$324K -$211K -1,055 -41%
GBT
468
Grove Bank & Trust
Florida
$324K -$15.4K -77 -5%
GTCM
469
Gyon Technologies Capital Management
New Jersey
$317K +$301K +1,502 New
NSEDCP
470
NJ State Employees Deferred Compensation Plan
New Jersey
$316K
ZIC
471
ZWJ Investment Counsel
Georgia
$316K
RC
472
Roundview Capital
New Jersey
$313K +$297K +1,486 New
Cetera Investment Advisers
473
Cetera Investment Advisers
Illinois
$312K -$37.2K -186 -11%
Luther King Capital Management (LKCM)
474
Luther King Capital Management (LKCM)
Texas
$308K -$11K -55 -4%
EFM
475
E Fund Management
China
$306K +$11.2K +56 +4%

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.