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Align Technology

747 hedge funds and large institutions have $16.2B invested in Align Technology in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 291 increasing their positions, 275 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 275

0.88% more ownership

Funds ownership: 86.18%87.06% (+0.88%)

9% less call options, than puts

Call options by funds: $366M | Put options by funds: $403M

13% less funds holding

Funds holding: 862747 (-115)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

45% less capital invested

Capital invested by funds: $29.3B → $16.2B (-$13.1B)

56% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 180

Holders
747
Holders Change
-115
Holders Change %
-13.34%
% of All Funds
12.58%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
80
Increased
291
Reduced
275
Closed
180
Calls
$366M
Puts
$403M
Net Calls
-$36.4M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
501
Lido Advisors
California
$293K -$6.14K -20 -2%
AAS
502
Avantax Advisory Services
Texas
$291K
WTA
503
Washington Trust Advisors
Massachusetts
$291K +$376K +1,225 +24,500%
MGP
504
Metis Global Partners
California
$290K +$16.3K +53 +5%
EWA
505
Exencial Wealth Advisors
Oklahoma
$290K +$377K +1,226 New
CF
506
Copperwynd Financial
Arizona
$289K -$29.5K -96 -7%
SS
507
Sunbelt Securities
Texas
$287K
FRM
508
Fox Run Management
Connecticut
$286K +$371K +1,207 New
CIBC World Market
509
CIBC World Market
Ontario, Canada
$283K -$4.3K -14 -1%
FHA
510
Flagship Harbor Advisors
Massachusetts
$283K +$72.2K +235 +24%
PWP
511
Perfromance Wealth Partners
Illinois
$282K
IP
512
Intellectus Partners
California
$280K +$7.07K +23 +2%
SPC
513
Sigma Planning Corp
Michigan
$277K -$68.8K -224 -16%
BMCM
514
Bryn Mawr Capital Management
Pennsylvania
$275K -$5.22K -17 -1%
EWM
515
Empirical Wealth Management
Washington
$273K -$1.23K -4 -0.3%
FAM
516
Fred Alger Management
New York
$272K
HSA
517
HBK Sorce Advisory
Pennsylvania
$270K +$80.2K +261 +30%
RWB
518
RMR Wealth Builders
New Jersey
$270K +$351K +1,141 New
PSB
519
Piscataqua Savings Bank
New Hampshire
$268K -$11.1K -36 -3%
Acadian Asset Management
520
Acadian Asset Management
Massachusetts
$266K -$24K -78 -6%
CCA
521
Checchi Capital Advisers
California
$265K +$49.5K +161 +21%
VFA
522
Voya Financial Advisors
Connecticut
$263K +$175K +569 +110%
QC
523
Quadrature Capital
United Kingdom
$258K -$3.28M -10,663 -91%
NAM
524
NorthCrest Asset Manangement
Minnesota
$252K
NIMI
525
Natixis Investment Managers International
France
$251K -$129K -421 -28%

ALGN Hedge Fund Activity: Q2 2022 in Review

747 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q2 2022, worth a combined $16.2B — down 45% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 180 funds closed out of ALGN and 80 opened new positions — a net loss of 100 holders — while 275 trimmed existing stakes and 291 added.

The largest buyer was Vanguard Group, adding an estimated $423M. The largest seller was BlackRock, cutting an estimated $234M.

  • 747 institutional investors held Align Technology (ALGN) as of Q2 2022, down from 862 in Q1 2022.
  • Funds reported $16.2B of Align Technology stock for Q2 2022, down 45% quarter-over-quarter.
  • 80 funds opened new Align Technology positions in Q2 2022 and 180 closed out, a net change of -100 holders.
  • The largest Align Technology buyer in Q2 2022 was Vanguard Group, an estimated $423M added.
  • The largest Align Technology seller in Q2 2022 was BlackRock, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2022.