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Align Technology

862 hedge funds and large institutions have $29.3B invested in Align Technology in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 343 increasing their positions, 305 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $886M | Put options by funds: $396M

12% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 305

0.46% less ownership

Funds ownership: 86.65%86.18% (-0.46%)

7% less funds holding

Funds holding: 931862 (-69)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

34% less capital invested

Capital invested by funds: $44.4B → $29.3B (-$15.1B)

38% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 162

Holders
862
Holders Change
-69
Holders Change %
-7.41%
% of All Funds
13.6%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
101
Increased
343
Reduced
305
Closed
162
Calls
$886M
Puts
$396M
Net Calls
+$491M
Net Calls Change
+$243M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Calton & Associates
Florida
$296K +$331K +680 New
RWP
627
Revolve Wealth Partners
New Jersey
$295K +$1.95K +4 +0.6%
MPPLM
628
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$295K +$29.7K +61 +10%
DHFB
629
Dixon Hubard Feinour & Brown
Virginia
$292K
EWM
630
Endurance Wealth Management
Rhode Island
$283K
NB
631
Nicolet Bankshares
Wisconsin
$283K
WSFS
632
Wilmington Savings Fund Society
Delaware
$283K +$128K +264 +69%
Assenagon Asset Management
633
Assenagon Asset Management
Luxembourg
$282K -$39.5M -81,200 -99%
AWA
634
Arkadios Wealth Advisors
Georgia
$278K +$310K +637 New
FMAEN1
635
Fund Management at Engine No 1
California
$271K +$302K +621 New
SWP
636
Stratos Wealth Partners
Ohio
$270K +$4.38K +9 +1%
CCA
637
Column Capital Advisors
Indiana
$269K
PFPT
638
Pinnacle Financial Partners (Tennessee)
Tennessee
$268K -$58.9K -121 -16%
SS
639
Simplicity Solutions
Minnesota
$267K -$289K -593 -49%
PSUF
640
People's United Financial
Connecticut
$264K -$192K -394 -39%
SGI
641
Summit Global Investments
Utah
$263K -$818K -1,680 -74%
GIM
642
Groesbeck Investment Management
New Jersey
$262K
DCM
643
Donaldson Capital Management
Indiana
$261K +$292K +599 New
TA
644
Tectonic Advisors
Texas
$258K
CA
645
Cetera Advisors
Colorado
$255K +$38.5K +79 +16%
CC
646
Corton Capital
Ontario, Canada
$255K +$285K +586 New
WA
647
WealthTrust Axiom
Pennsylvania
$254K +$284K +584 New
WMA
648
Wealth Management Associates
New Jersey
$252K
CG
649
Caprock Group
Idaho
$251K -$9.25K -19 -3%
BPWM
650
Badgley Phelps Wealth Managers
Washington
$251K

ALGN Hedge Fund Activity: Q1 2022 in Review

862 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2022, worth a combined $29.3B — down 34% from $44.4B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of ALGN and 101 opened new positions — a net loss of 61 holders — while 305 trimmed existing stakes and 343 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $707M. The largest seller was JP Morgan Chase, cutting an estimated $544M.

  • 862 institutional investors held Align Technology (ALGN) as of Q1 2022, down from 931 in Q4 2021.
  • Funds reported $29.3B of Align Technology stock for Q1 2022, down 34% quarter-over-quarter.
  • 101 funds opened new Align Technology positions in Q1 2022 and 162 closed out, a net change of -61 holders.
  • The largest Align Technology buyer in Q1 2022 was T. Rowe Price Associates, an estimated $707M added.
  • The largest Align Technology seller in Q1 2022 was JP Morgan Chase, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2022.