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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
RFG
676
RFP Financial Group
Georgia
$2.53K +$2.4K +12 New
BWM
677
BerganKDV Wealth Management
Minnesota
$2.32K -$5.2K -26 -70%
NFSG
678
Newbridge Financial Services Group
Florida
$2.32K
TC
679
Truvestments Capital
Florida
$2.32K
ATC
680
Adirondack Trust Company
New York
$2.11K
CWP
681
Concord Wealth Partners
Virginia
$2.11K +$2K +10 New
NL
682
NVWM LLC
Pennsylvania
$2.11K +$2K +10 New
CAL
683
Capital Advisors Ltd
Ohio
$2K +$1K +5 +125%
BAM
684
Byrne Asset Management
New Jersey
$1.9K -$601 -3 -25%
QL
685
Quarry LP
New York
$1.9K +$1.8K +9 New
CTA
686
Colonial Trust Advisors
South Carolina
$1.69K +$1.6K +8 New
OC
687
Oakworth Capital
Alabama
$1.69K +$1.6K +8 New
MYAM
688
Meiji Yasuda Asset Management
Japan
$1.48K -$4.8K -24 -0.3%
JWA
689
JFS Wealth Advisors
Pennsylvania
$1.48K
SOW
690
State of Wyoming
Wyoming
$1.48K +$801 +4 +133%
CAC
691
Core Alternative Capital
Georgia
$1.26K -$2.6K -13 -68%
KFI
692
Key Financial Inc
Pennsylvania
$1.04K
ANBT
693
American National Bank & Trust
Texas
$1K -$801 -4 -67%
SIS
694
Sound Income Strategies
Florida
$844
MSCM
695
McElhenny Sheffield Capital Management
Texas
$844 +$801 +4 New
DI
696
Disciplined Investments
Oklahoma
$422
HCM
697
Hollencrest Capital Management
California
$422 +$400 +2 New
MHR
698
Matthew Hamilton Rosenberg
$422 +$400 +2 New
MPCL
699
My Personal CFO LLC
Washington
$422 +$400 +2 New
ECM
700
Everence Capital Management
Indiana
$314 -$44.2K -221 -13%

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.