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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
EARNEST Partners
776
EARNEST Partners
Georgia
$19K
GGI
777
Godsey & Gibb Inc
Virginia
$19K +$20.9K +43 New
AF
778
Advisornet Financial
Minnesota
$18K +$2.92K +6 +17%
CWM
779
Cedar Wealth Management
California
$18K +$20K +41 New
PFGIA
780
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$2.43K -5 -11%
BWP
781
Baldwin Wealth Partners
Massachusetts
$17K
BWM
782
BerganKDV Wealth Management
Minnesota
$17K
HIA
783
Harbor Investment Advisory
Maryland
$17K
SIC
784
SJS Investment Consulting
Ohio
$17K
EWA
785
EverSource Wealth Advisors
Alabama
$16K +$8.76K +18 +90%
BAM
786
Byrne Asset Management
New Jersey
$14K -$31.6K -65 -67%
TWA
787
TCI Wealth Advisors
Arizona
$14K -$18.5K -38 -55%
AP
788
Arlington Partners
Alabama
$14K
FRA
789
Front Row Advisors
California
$14K
SBL
790
Sargent Bickham Lagudis
Colorado
$14K
TFM
791
TFC Financial Management
Massachusetts
$14K
CA
792
Clearstead Advisors
Ohio
$14K +$16.1K +33 New
SFG
793
Steward Financial Group
Texas
$14K +$16.1K +33 New
ACA
794
Atlas Capital Advisors
Wyoming
$13.1K -$9.73K -20 -40%
LWA
795
Lowe Wealth Advisors
Maryland
$13K -$17K -35 -54%
CWP
796
Concord Wealth Partners
Virginia
$13K -$1.95K -4 -12%
HWA
797
Heritage Wealth Advisors
Virginia
$13K
HDIM
798
Hanson & Doremus Investment Management
Vermont
$13K +$11.7K +24 +480%
KC
799
Knuff & Co
California
$13K +$14.1K +29 New
PGAM
800
Princeton Global Asset Management
New Jersey
$13K +$14.6K +30 New

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.