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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
SBIA
651
Sheaff Brock Investment Advisors
Indiana
$251K +$38K +78 +16%
MCC
652
Money Concepts Capital
Florida
$244K -$1.18M -2,431 -81%
QT
653
Quantamental Technologies
New York
$240K +$268K +550 New
JIC
654
Johnson Investment Counsel
Ohio
$238K -$178K -365 -40%
PCA
655
Personal Capital Advisors
California
$238K -$3.89K -8 -1%
MAM
656
Meeder Asset Management
Ohio
$236K +$264K +542 New
WA
657
Wealth Alliance
New York
$235K -$110K -225 -29%
CCM
658
Coldstream Capital Management
Washington
$235K -$38.9K -80 -13%
KCM
659
Kornitzer Capital Management
Kansas
$231K
SFA
660
Sequoia Financial Advisors
Ohio
$229K +$37.5K +77 +17%
VFA
661
Voya Financial Advisors
Connecticut
$229K +$252K +518 New
JAM
662
JCIC Asset Management
Ontario, Canada
$228K
MHS
663
M Holdings Securities
Oregon
$224K +$250K +514 New
AHC
664
Adell Harriman & Carpenter
Texas
$223K -$56K -115 -18%
LFM
665
LGT Fund Management
Liechtenstein
$223K -$1.95M -4,000 -89%
BL
666
Balentine LLC
Georgia
$223K +$68.6K +141 +38%
MM
667
MQS Management
New York
$223K +$249K +512 New
UCB
668
United Community Bank
South Carolina
$222K +$4.87K +10 +2%
QCG
669
Quadrant Capital Group
Ohio
$221K -$17.5K -36 -7%
BFG
670
Berger Financial Group
Minnesota
$220K -$17.5K -36 -7%
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$220K +$245K +504 New
SIM
672
Sentry Investment Management
Wisconsin
$219K -$79.8K -164 -25%
FNBT
673
FineMark National Bank & Trust
Florida
$219K +$487 +1 +0.2%
VWA
674
V Wealth Advisors
Kansas
$218K
WP
675
Waycross Partners
Kentucky
$218K

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.