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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
BLC
476
Brown, Lisle/Cummings
Rhode Island
$306K
Lido Advisors
477
Lido Advisors
California
$302K +$12.8K +64 +5%
GCM
478
Graham Capital Management
Connecticut
$301K +$286K +1,427 New
EWA
479
Exencial Wealth Advisors
Oklahoma
$299K +$33.8K +169 +14%
HCM
480
Howland Capital Management
Massachusetts
$297K
CCM
481
Coldstream Capital Management
Washington
$296K +$281K +1,405 New
DI
482
DFPG Investments
Utah
$294K +$251K +1,255 New
CCM
483
Chimera Capital Management
New York
$288K +$273K +1,366 New
PCS
484
Personal CFO Solutions
New Jersey
$284K -$9.61K -48 -3%
IA
485
IFP Advisors
Florida
$283K -$149K -743 -47%
OQS
486
Occudo Quantitative Strategies
Florida
$281K -$6.27M -31,344 -96%
STA
487
Summit Trail Advisors
New York
$279K +$45.4K +227 +21%
ACM
488
Argent Capital Management
Missouri
$274K -$120K -600 -32%
WTA
489
Washington Trust Advisors
Massachusetts
$271K -$4K -20 -2%
DL
490
DOHJ LLC
Washington
$268K
CF
491
Copperwynd Financial
Arizona
$267K -$9.41K -47 -4%
HI
492
Horizon Investments
North Carolina
$266K +$252K +1,261 New
BFG
493
Bleakley Financial Group
New Jersey
$266K +$252K +1,259 New
GIA
494
Gateway Investment Advisers
Ohio
$262K -$200 -1 -0.1%
CGL
495
Clarius Group LLC
Washington
$260K +$247K +1,232 New
IP
496
Intellectus Partners
California
$256K +$6K +30 +3%
JCM
497
Jag Capital Management
Missouri
$255K -$310K -1,550 -56%
OSAM
498
O'Shaughnessy Asset Management
Connecticut
$250K -$44.4K -222 -16%
BMCM
499
Bryn Mawr Capital Management
Pennsylvania
$249K +$3.8K +19 +2%
ACP
500
Aveo Capital Partners
Colorado
$244K +$232K +1,159 New

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.