We are live on ! Find out more
ALGN icon

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
CPIG
501
Chicago Partners Investment Group
Illinois
$244K +$142K +707 New
RWB
502
RMR Wealth Builders
New Jersey
$241K
ASN
503
Advisory Services Network
Georgia
$240K -$17.8K -89 -7%
HWMA
504
Heritage Wealth Management (Arizona)
Arizona
$239K +$115K +574 +103%
GFP
505
Gryphon Financial Partners
Ohio
$237K +$21.4K +107 +11%
WPC
506
Wedmont Private Capital
Pennsylvania
$237K +$215K +1,075 New
FIM
507
Fernwood Investment Management
Massachusetts
$237K +$17.8K +89 +9%
BFS
508
Bradley Foster & Sargent
Connecticut
$233K -$50K -250 -18%
CB
509
CNB Bank
Pennsylvania
$233K +$12.4K +62 +6%
KPWS
510
Kestra Private Wealth Services
Texas
$232K -$127K -636 -37%
WS
511
Wedbush Securities
California
$229K -$6.21K -31 -3%
GL
512
Graypoint LLC
New York
$227K +$21.4K +107 +11%
CC
513
Cipher Capital
New York
$226K -$390K -1,947 -65%
CIBC World Market
514
CIBC World Market
Ontario, Canada
$225K -$19.6K -98 -8%
PSB
515
Piscataqua Savings Bank
New Hampshire
$225K -$8.81K -44 -4%
CFG
516
Cooper Financial Group
California
$224K +$212K +1,061 New
DC
517
Davenport & Co
Virginia
$222K -$65.5K -327 -24%
IWC
518
Integrated Wealth Concepts
Massachusetts
$218K -$54.8K -274 -21%
VWA
519
V Wealth Advisors
Kansas
$217K +$206K +1,029 New
WI
520
Wahed Invest
New York
$217K +$24.6K +123 +14%
PCM
521
Prelude Capital Management
New York
$215K +$204K +1,020 New
EAMA
522
EFG Asset Management (Americas)
Florida
$210K -$1.37M -6,869 -87%
FMLI
523
Fukoku Mutual Life Insurance
Japan
$208K
LWAC
524
Laurel Wealth Advisors (California)
California
$205K -$4.6K -23 -2%
GA
525
Greytown Advisors
Florida
$202K +$192K +958 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.