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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
ZCA
751
Zeke Capital Advisors
Pennsylvania
-$388K -1,870 Closed
QIM
752
Quantitative Investment Management
Virginia
-$384K -1,858 Closed
FWM
753
Foresight Wealth Management
Utah
-$379K -1,829 Closed
BRWA
754
B. Riley Wealth Advisors
Florida
-$346K -1,670 Closed
GAG
755
GM Advisory Group
New York
-$342K -1,653 Closed
BC
756
Bridgefront Capital
Texas
-$334K -1,613 Closed
MCIA
757
Mountain Capital Investment Advisors
Colorado
-$327K -1,596 Closed
NC
758
NinePointTwo Capital
California
-$295K -1,429 Closed
Connor, Clark & Lunn Investment Management (CC&L)
759
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$293K -1,417 Closed
PAG
760
Private Advisor Group
New Jersey
-$285K -1,374 Closed
ECM
761
ExodusPoint Capital Management
New York
-$275K -1,329 Closed
IG
762
ING Group
Netherlands
-$274K -1,324 Closed
CAM
763
Cresset Asset Management
Illinois
-$269K -1,299 Closed
CQS
764
Credential Qtrade Securities
-$266K -1,282 Closed
SCM
765
Stevens Capital Management
Pennsylvania
-$263K -1,272 Closed
AAS
766
Avantax Advisory Services
Texas
-$255K -1,231 Closed
MS
767
Maven Securities
Jersey
-$251K -1,211 Closed
EWM
768
Empirical Wealth Management
Washington
-$244K -1,176 Closed
SPC
769
Sigma Planning Corp
Michigan
-$231K -1,113 Closed
CAC
770
Cowen and Company
New York
-$228K -1,103 Closed
KWMG
771
King Wealth Management Group
Florida
-$225K -1,085 Closed
NAM
772
NorthCrest Asset Manangement
Minnesota
-$221K -1,065 Closed
BFO
773
Boston Family Office
Massachusetts
-$220K -1,062 Closed
SW
774
SkyOak Wealth
Michigan
-$219K -1,058 Closed
PWP
775
Perfromance Wealth Partners
Illinois
-$216K -1,042 Closed

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.