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Align Technology
ALGN

730 hedge funds and large institutions have $14.3B invested in Align Technology in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 283 increasing their positions, 260 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $411M | Put options by funds: $265M

1.31% more ownership

Funds ownership: 87.06% → 88.38% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 260

2% less funds holding

Funds holding: 747 → 730 (-17)

12% less capital invested

Capital invested by funds: $16.2B → $14.3B (-$1.92B)

12% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 84

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
730
Holders Change
-17
Holders Change %
-2.28%
% of All Funds
12.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
74
Increased
283
Reduced
260
Closed
84
Calls
$411M
Puts
$265M
Net Calls
+$146M
Net Calls Change
+$182M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$229M
2
RP
Riverbridge Partners
Minnesota
+$68M
3
Invesco
Invesco
Georgia
+$60.4M
4
BCM
Bares Capital Management
Texas
+$57.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$39.8M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$200M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$75.9M
3
Edgewood Management
Edgewood Management
Connecticut
-$61.1M
4
Sands Capital Management
Sands Capital Management
Virginia
-$47.7M
5
RG
Rathbones Group
United Kingdom
-$38M
Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
676
Eagle Bay Advisors
New York
$6K – – –
FRA
677
Front Row Advisors
California
$6K – – –
LWA
678
Lowe Wealth Advisors
Maryland
$6K – – –
PGAM
679
Princeton Global Asset Management
New Jersey
$6K – – –
PWMG
680
Prestige Wealth Management Group
New Jersey
$5K -$3.09K -12 -33%
EW
681
Evoke Wealth
California
$5K -$2.83K -11 -30%
AP
682
Arlington Partners
Alabama
$5K – – –
BWA
683
BDO Wealth Advisors
Florida
$5K – – –
SC
684
Stephens Consulting
Michigan
$4.97K – – –
BWM
685
Baystate Wealth Management
Massachusetts
$4K – – –
CFFP
686
Center for Financial Planning
Michigan
$4K – – –
CAC
687
Core Alternative Capital
Georgia
$4K – – –
RA
688
Rise Advisors
New York
$4K – – –
TCWA
689
Ten Capital Wealth Advisors
Washington
$4K – – –
TFA
690
Toth Financial Advisory
Virginia
$4K – – –
IRC
691
Investors Research Corp
Georgia
$4K +$2.06K +8 +89%
PLU
692
Performa Ltd (US)
South Carolina
$4K +$2.06K +8 +67%
CSB
693
City State Bank
Iowa
$3K – – –
DWA
694
Delos Wealth Advisors
Texas
$3K – – –
TSW
695
Thompson Siegel & Walmsley
Virginia
$3K – – –
FMP
696
Financial Management Professionals
Texas
$2K -$2.83K -11 -52%
BAM
697
Byrne Asset Management
New Jersey
$2K -$2.57K -10 -45%
ATC
698
Adirondack Trust Company
New York
$2K – – –
ADL
699
Asset Dedication LLC
California
$2K – – –
CMP
700
Coston McIsaac & Partners
Maine
$2K – – –
26 27
28
29 30

ALGN Hedge Fund Activity: Q3 2022 in Review

730 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2022, worth a combined $14.3B — down 12% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of ALGN and 74 opened new positions — a net loss of 10 holders — while 260 trimmed existing stakes and 283 added.

The largest buyer was Vanguard Group, adding an estimated $229M. The largest seller was T. Rowe Price Associates, cutting an estimated $200M.

  • 730 institutional investors held Align Technology (ALGN) as of Q3 2022, down from 747 in Q2 2022.
  • Funds reported $14.3B of Align Technology stock for Q3 2022, down 12% quarter-over-quarter.
  • 74 funds opened new Align Technology positions in Q3 2022 and 84 closed out, a net change of -10 holders.
  • The largest Align Technology buyer in Q3 2022 was Vanguard Group, an estimated $229M added.
  • The largest Align Technology seller in Q3 2022 was T. Rowe Price Associates, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2022.