We are live on ! Find out more
ALGN icon

Align Technology

931 hedge funds and large institutions have $44.4B invested in Align Technology in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 339 increasing their positions, 304 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 94

30% more call options, than puts

Call options by funds: $1.07B | Put options by funds: $818M

12% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 304

5% more funds holding

Funds holding: 885931 (+46)

1.64% more ownership

Funds ownership: 85%86.65% (+1.6%)

0% less capital invested

Capital invested by funds: $44.4B → $44.4B (-$4.42M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
931
Holders Change
+46
Holders Change %
+5.2%
% of All Funds
14.33%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
153
Increased
339
Reduced
304
Closed
94
Calls
$1.07B
Puts
$818M
Net Calls
+$247M
Net Calls Change
+$522M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
801
Milestone Wealth
New York
$76K +$73.9K +115 New
ZIG
802
Zullo Investment Group
Pennsylvania
$75K +$73.3K +114 New
AWA
803
Aquire Wealth Advisors
Utah
$74K +$72K +112 New
AWA
804
Amplius Wealth Advisors
Pennsylvania
$70K +$69.4K +108 New
MPWT
805
MassMutual Private Wealth & Trust
Connecticut
$69K -$4.5K -7 -6%
DHGWA
806
Dixon Hughes Goodman Wealth Advisors
North Carolina
$66K +$64.3K +100 New
BAM
807
Byrne Asset Management
New Jersey
$64K +$62.4K +97 New
LCM
808
Laurion Capital Management
New York
$60K -$5.33M -8,285 -99%
C
809
Covestor
United Kingdom
$57K +$55.3K +86 New
CFO
810
CVA Family Office
Colorado
$56K +$54.6K +85 New
SCA
811
Stonebridge Capital Advisors
Minnesota
$49K +$3.21K +5 +7%
TCOV
812
Trust Company of Vermont
Vermont
$49K +$48.2K +75 New
NFG
813
Next Financial Group
Texas
$48K +$12.9K +20 +37%
Manulife (Manufacturers Life Insurance)
814
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.6K -$14.1M -21,894 -23%
AS
815
Altshuler Shaham
Israel
$47K +$1.29K +2 +3%
Capstone Investment Advisors
816
Capstone Investment Advisors
New York
$47K +$46.3K +72 New
PA
817
PSI Advisors
Florida
$46K
TWA
818
TCI Wealth Advisors
Arizona
$45K -$2.57K -4 -5%
HNB
819
Huntington National Bank
Ohio
$44K -$5.79K -9 -12%
LWA
820
Lowe Wealth Advisors
Maryland
$43K
GAM
821
Gemmer Asset Management
California
$42K
KPCM
822
Kings Point Capital Management
New York
$41K
MWC
823
MBM Wealth Consultants
Missouri
$41K
MS
824
Mizuho Securities
Japan
$39K +$38.6K +60 New
WT
825
Washington Trust
Rhode Island
$38K -$643 -1 -2%

ALGN Hedge Fund Activity: Q4 2021 in Review

931 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2021, worth a combined $44.4B — down 0.01% from $44.4B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new ALGN positions and 94 closed out — a net gain of 59 holders — while 339 added to existing stakes and 304 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $436M. The largest seller was Wellington Management Group, cutting an estimated $438M.

  • 931 institutional investors held Align Technology (ALGN) as of Q4 2021, up from 885 in Q3 2021.
  • Funds reported $44.4B of Align Technology stock for Q4 2021, down 0.01% quarter-over-quarter.
  • 153 funds opened new Align Technology positions in Q4 2021 and 94 closed out, a net change of +59 holders.
  • The largest Align Technology buyer in Q4 2021 was AllianceBernstein, an estimated $436M added.
  • The largest Align Technology seller in Q4 2021 was Wellington Management Group, an estimated $438M sold.

Based on aggregated 13F filings for Q4 2021.