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Align Technology

885 hedge funds and large institutions have $44.4B invested in Align Technology in 2021 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 347 increasing their positions, 298 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 60

16% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 298

8% more capital invested

Capital invested by funds: $41B → $44.4B (+$3.42B)

4% more funds holding

Funds holding: 851885 (+34)

0.03% less ownership

Funds ownership: 85.03%85% (-0.03%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

30% less call options, than puts

Call options by funds: $628M | Put options by funds: $903M

Holders
885
Holders Change
+34
Holders Change %
+4%
% of All Funds
15.49%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
107
Increased
347
Reduced
298
Closed
60
Calls
$628M
Puts
$903M
Net Calls
-$275M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
776
HM Payson & Co
Maine
$88K
CFD
777
Creative Financial Designs
Indiana
$84K
PPWM
778
PFG Private Wealth Management
Florida
$83K +$84.2K +124 New
EI
779
Ellevest Inc
New York
$81K +$52.3K +77 +175%
KTC
780
Kistler-Tiffany Companies
Pennsylvania
$79K
BFEC
781
Benjamin F. Edwards & Company
Missouri
$75K -$4.75K -7 -6%
MPWT
782
MassMutual Private Wealth & Trust
Connecticut
$75K -$3.4K -5 -4%
CWC
783
Carolinas Wealth Consulting
North Carolina
$72K -$10.2K -15 -12%
MWA
784
Moser Wealth Advisors
Washington
$67K -$462K -680 -87%
CI
785
CX Institutional
Indiana
$67K -$6.79K -10 -9%
LWM
786
Liberty Wealth Management
California
$67K +$67.9K +100 New
PCM
787
Pinz Capital Management
New York
$67K +$67.9K +100 New
EWA
788
Evolution Wealth Advisors
Florida
$63K +$8.83K +13 +16%
JWA
789
JFS Wealth Advisors
Pennsylvania
$61K +$61.8K +91 New
EBA
790
Eagle Bay Advisors
New York
$58K -$2.72K -4 -4%
HNB
791
Huntington National Bank
Ohio
$51K +$27.2K +40 +111%
TWA
792
TCI Wealth Advisors
Arizona
$49K +$20.4K +30 +70%
SCA
793
Stonebridge Capital Advisors
Minnesota
$47K -$47.5K -70 -50%
AS
794
Altshuler Shaham
Israel
$47K +$47.5K +70 New
PA
795
PSI Advisors
Florida
$47K +$47.5K +70 New
GAM
796
Gemmer Asset Management
California
$43K
LWA
797
Lowe Wealth Advisors
Maryland
$43K
CCA
798
Catalyst Capital Advisors
New York
$43K +$10.9K +16 +33%
CA
799
Clearstead Advisors
Ohio
$43K +$38.7K +57 +814%
MWC
800
MBM Wealth Consultants
Missouri
$42K

ALGN Hedge Fund Activity: Q3 2021 in Review

885 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2021, worth a combined $44.4B — up 8.3% from $41B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new ALGN positions and 60 closed out — a net gain of 47 holders — while 347 added to existing stakes and 298 trimmed.

The largest buyer was Jennison Associates, adding an estimated $567M. The largest seller was Vanguard Group, cutting an estimated $641M.

  • 885 institutional investors held Align Technology (ALGN) as of Q3 2021, up from 851 in Q2 2021.
  • Funds reported $44.4B of Align Technology stock for Q3 2021, up 8.3% quarter-over-quarter.
  • 107 funds opened new Align Technology positions in Q3 2021 and 60 closed out, a net change of +47 holders.
  • The largest Align Technology buyer in Q3 2021 was Jennison Associates, an estimated $567M added.
  • The largest Align Technology seller in Q3 2021 was Vanguard Group, an estimated $641M sold.

Based on aggregated 13F filings for Q3 2021.