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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
TFM
651
TFC Financial Management
Massachusetts
$6.75K
EBA
652
Eagle Bay Advisors
New York
$6.75K +$801 +4 +14%
LWA
653
Lowe Wealth Advisors
Maryland
$6.33K
CT
654
Cambridge Trust
Massachusetts
$6K
BAAM
655
Baker Avenue Asset Management
California
$5.69K +$5.41K +27 New
RBC
656
Romano Brothers & Co
Illinois
$5.48K +$5.2K +26 New
AF
657
Advisornet Financial
Minnesota
$5.27K -$2.2K -11 -31%
AWM
658
Atticus Wealth Management
Florida
$5.27K
BWA
659
BDO Wealth Advisors
Florida
$5.27K
TFA
660
Toth Financial Advisory
Virginia
$4.22K
BWM
661
Baystate Wealth Management
Massachusetts
$4K
CSB
662
City State Bank
Iowa
$4K +$1K +5 +36%
FMP
663
Financial Management Professionals
Texas
$4K +$2K +10 +100%
RA
664
Rise Advisors
New York
$3.8K
CFFP
665
Center for Financial Planning
Michigan
$3.58K
IRC
666
Investors Research Corp
Georgia
$3.58K
First Manhattan
667
First Manhattan
New York
$3.37K +$3.2K +16 New
DJSG
668
D.J. St. Germain
Massachusetts
$3.33K +$99.7K +498 +3%
PGAM
669
Princeton Global Asset Management
New Jersey
$3K -$3K -15 -50%
ADL
670
Asset Dedication LLC
California
$3K
TSW
671
Thompson Siegel & Walmsley
Virginia
$3K
SC
672
Sierra Capital
Florida
$3K +$2.6K +13 New
DWP
673
Destiny Wealth Partners
Florida
$2.95K +$2.8K +14 New
DWA
674
Delos Wealth Advisors
Texas
$2.74K
DCM
675
Davidson Capital Management
Texas
$2.74K +$400 +2 +18%

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.