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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
CCA
626
Catalyst Capital Advisors
New York
$12.9K -$200 -1 -2%
TF
627
TimeScale Financial
Massachusetts
$11.4K
HNB
628
Huntington National Bank
Ohio
$11.4K +$601 +3 +6%
BIA
629
Bell Investment Advisors
California
$11.4K +$5K +25 +86%
CT
630
Colonial Trust
South Carolina
$11.2K +$10.6K +53 New
SWM
631
Sugarloaf Wealth Management
Georgia
$11K -$400 -2 -4%
BWL
632
Bogart Wealth LLC
Virginia
$10.8K +$801 +4 +9%
CWM
633
Cedar Wealth Management
California
$10.5K
GIA
634
GHP Investment Advisors
Colorado
$10.5K
MAWCM
635
Mine & Arao Wealth Creation & Management
California
$10.5K
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$10.1K
PWMG
637
Prestige Wealth Management Group
New Jersey
$10.1K +$4.8K +24 +100%
BC
638
Barrett & Company
Rhode Island
$9.7K
PLU
639
Performa Ltd (US)
South Carolina
$9.49K +$5K +25 +125%
EARNEST Partners
640
EARNEST Partners
Georgia
$9.07K
PVH
641
Psagot Value Holdings
Israel
$9K
HIA
642
Harbor Investment Advisory
Maryland
$8.44K -$1.8K -9 -18%
FA
643
Fiduciary Alliance
South Carolina
$8.44K +$8.01K +40 New
SWA
644
Sutton Wealth Advisors
Florida
$8.22K -$1.6K -8 -17%
FFA
645
Fairfield Financial Advisors
Massachusetts
$8.01K
TCOV
646
Trust Company of Vermont
Vermont
$7.8K
MA
647
Montag & Associates
Georgia
$7.38K -$10K -50 -59%
LFG
648
Larson Financial Group
Missouri
$7.38K
FRA
649
Front Row Advisors
California
$7K
BHWM
650
Beaird Harris Wealth Management
Texas
$6.96K +$6.61K +33 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.