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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
726
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$83K -$259K -532 -74%
LC
727
Lindbrook Capital
California
$81K +$10.7K +22 +13%
TF
728
TimeScale Financial
Massachusetts
$80K
MW
729
Milestone Wealth
New York
$76K
Koshinski Asset Management
730
Koshinski Asset Management
Illinois
$75.9K +$4.38K +9 +5%
TWM
731
Tradition Wealth Management
Minnesota
$75K -$13.1K -27 -14%
AWA
732
Aaron Wealth Advisors
Illinois
$75K +$15.9M +32,700 New
FFA
733
Fairfield Financial Advisors
Massachusetts
$73.7K +$82.3K +169 New
BWL
734
Bogart Wealth LLC
Virginia
$70K -$48.7K -100 -38%
ST
735
Smithfield Trust
Pennsylvania
$69K -$92.5K -190 -54%
SSB
736
Sandy Spring Bank
Maryland
$69K -$4.87K -10 -6%
EI
737
Ellevest Inc
New York
$67K -$4.87K -10 -6%
CI
738
Carroll Investors
South Carolina
$64K -$47.7K -98 -40%
GRP
739
Global Retirement Partners
California
$63K +$113K +233 New
PFBT
740
Parkside Financial Bank & Trust
Missouri
$60K -$29.2K -60 -30%
HWA
741
HHM Wealth Advisors
Tennessee
$59K +$66.2K +136 New
POIA
742
Pin Oak Investment Advisors
Texas
$58K
BONH
743
Bank of New Hampshire
New Hampshire
$55K +$60.8K +125 New
KTC
744
Kistler-Tiffany Companies
Pennsylvania
$52K
RE
745
RBC Europe
United Kingdom
$52K
ZIG
746
Zullo Investment Group
Pennsylvania
$50K
SWA
747
SOA Wealth Advisors
New York
$50K +$54.5K +112 +3,733%
AF
748
Allworth Financial
California
$50K +$55.5K +114 +11,400%
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$48K +$2.43K +5 +5%
C
750
Covestor
United Kingdom
$48K +$11.7K +24 +28%

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.