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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
MCM
801
MV Capital Management
Maryland
$11K -$487 -1 -4%
ADL
802
Asset Dedication LLC
California
$11K
SC
803
Stephens Consulting
Michigan
$10.5K
EW
804
Evoke Wealth
California
$10K +$5.84K +12 +109%
AWM
805
Atticus Wealth Management
Florida
$10K +$8.27K +17 +243%
T
806
TCWP
Ohio
$10K +$11.7K +24 New
VNA
807
Valley National Advisers
Pennsylvania
$9K -$13.6K -28 -58%
TCWA
808
Ten Capital Wealth Advisors
Washington
$9K
TFA
809
Toth Financial Advisory
Virginia
$9K
TFO
810
Tarbox Family Office
California
$8K -$8.76K -18 -50%
BWM
811
Baystate Wealth Management
Massachusetts
$8K
RA
812
Rise Advisors
New York
$8K
CFFP
813
Center for Financial Planning
Michigan
$7K
LFG
814
Larson Financial Group
Missouri
$7K
DC
815
DeDora Capital
California
$7K +$8.27K +17 New
SWA
816
Sutton Wealth Advisors
Florida
$6.1K -$1.46K -3 -18%
CSB
817
City State Bank
Iowa
$6K
DWA
818
Delos Wealth Advisors
Texas
$6K
TSW
819
Thompson Siegel & Walmsley
Virginia
$6K
CAC
820
Core Alternative Capital
Georgia
$6K +$1.46K +3 +30%
GWSG
821
GPS Wealth Strategies Group
Colorado
$5K -$12.7K -26 -70%
AAP
822
Arax Advisory Partners
Colorado
$5K -$1.46K -3 -20%
FMP
823
Financial Management Professionals
Texas
$5K -$1.46K -3 -21%
NFSG
824
Newbridge Financial Services Group
Florida
$5K +$2.92K +6 +120%
Kayne Anderson Rudnick Investment Management
825
Kayne Anderson Rudnick Investment Management
California
$5K +$4.87K +10 +1,000%

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.