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Align Technology

931 hedge funds and large institutions have $44.4B invested in Align Technology in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 339 increasing their positions, 304 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 94

30% more call options, than puts

Call options by funds: $1.07B | Put options by funds: $818M

12% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 304

5% more funds holding

Funds holding: 885931 (+46)

1.64% more ownership

Funds ownership: 85%86.65% (+1.6%)

0% less capital invested

Capital invested by funds: $44.4B → $44.4B (-$4.42M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
931
Holders Change
+46
Holders Change %
+5.2%
% of All Funds
14.33%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
153
Increased
339
Reduced
304
Closed
94
Calls
$1.07B
Puts
$818M
Net Calls
+$247M
Net Calls Change
+$522M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$869K +$554K +862 +187%
HIIFS
502
Harel Insurance Investments & Financial Services
Israel
$863K +$129K +200 +18%
IRF
503
IBM Retirement Fund
New York
$861K -$589K -916 -41%
PFG
504
Peterson Financial Group
Iowa
$849K +$831K +1,292 New
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$849K +$14.8K +23 +2%
PCS
506
Personal CFO Solutions
New Jersey
$842K +$35.4K +55 +4%
HCA
507
Harbor Capital Advisors
Illinois
$840K +$822K +1,278 New
HF
508
HRT Financial
New York
$837K -$73.4M -114,116 -99%
EMG
509
ETF Managers Group
New Jersey
$836K +$38.6K +60 +5%
FTDI
510
First Trust Direct Indexing
Massachusetts
$835K -$6.43K -10 -0.8%
SP
511
Symmetry Partners
Connecticut
$833K -$342K -532 -30%
GFP
512
Gryphon Financial Partners
Ohio
$833K +$37.9K +59 +5%
BCMO
513
Buckingham Capital Management (Ohio)
Ohio
$832K -$71.4K -111 -8%
CFSG
514
Community Financial Services Group
Vermont
$832K +$145K +225 +22%
SSWM
515
Sheets Smith Wealth Management
North Carolina
$820K
AFC
516
AFT Forsyth & Company
Florida
$820K +$25.7K +40 +3%
SCM
517
Stevens Capital Management
Pennsylvania
$819K +$801K +1,246 New
IWS
518
Insight Wealth Strategies
California
$816K +$14.8K +23 +2%
AAS
519
Avantax Advisory Services
Texas
$816K +$19.9K +31 +3%
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$816K +$427K +664 +115%
IA
521
IndexIQ Advisors
New York
$813K -$27.6K -43 -3%
EF
522
Empirical Finance
Pennsylvania
$812K +$214K +333 +37%
Rockefeller Capital Management
523
Rockefeller Capital Management
New York
$809K -$453K -704 -36%
Lido Advisors
524
Lido Advisors
California
$796K -$12.9K -20 -2%
PSB
525
Piscataqua Savings Bank
New Hampshire
$792K +$1.93K +3 +0.2%

ALGN Hedge Fund Activity: Q4 2021 in Review

931 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2021, worth a combined $44.4B — down 0.01% from $44.4B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new ALGN positions and 94 closed out — a net gain of 59 holders — while 339 added to existing stakes and 304 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $436M. The largest seller was Wellington Management Group, cutting an estimated $438M.

  • 931 institutional investors held Align Technology (ALGN) as of Q4 2021, up from 885 in Q3 2021.
  • Funds reported $44.4B of Align Technology stock for Q4 2021, down 0.01% quarter-over-quarter.
  • 153 funds opened new Align Technology positions in Q4 2021 and 94 closed out, a net change of +59 holders.
  • The largest Align Technology buyer in Q4 2021 was AllianceBernstein, an estimated $436M added.
  • The largest Align Technology seller in Q4 2021 was Wellington Management Group, an estimated $438M sold.

Based on aggregated 13F filings for Q4 2021.