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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
BHWM
826
Beaird Harris Wealth Management
Texas
$5K +$5.35K +11 New
NWM
827
Nauset Wealth Management
Connecticut
$5K +$5.35K +11 New
PCG
828
Private Capital Group
Connecticut
$4K -$973 -2 -17%
ATC
829
Adirondack Trust Company
New York
$4K
MA
830
MCF Advisors
Kentucky
$4K +$4.87K +10 New
KFP
831
KB Financial Partners
New Jersey
$3K -$125K -257 -97%
CWC
832
Carolinas Wealth Consulting
North Carolina
$3K -$63.3K -130 -94%
AFG
833
Albion Financial Group
Utah
$3K -$3.89K -8 -50%
JWA
834
JFS Wealth Advisors
Pennsylvania
$3K -$3.41K -7 -47%
FAG
835
Fortitude Advisory Group
Washington
$3K
Loomis, Sayles & Company
836
Loomis, Sayles & Company
Massachusetts
$2K -$233K -478 -99%
WTA
837
Washington Trust Advisors
Massachusetts
$2K -$187K -384 -99%
PMFA
838
Plante Moran Financial Advisors
Michigan
$2K -$6.81K -14 -74%
BA
839
Bellwether Advisors
Nebraska
$2K
KFI
840
Key Financial Inc
Pennsylvania
$2K
LIM
841
Longfellow Investment Management
Massachusetts
$2K
SC
842
Sierra Capital
Florida
$2K
SIS
843
Sound Income Strategies
Florida
$2K
DCM
844
Davidson Capital Management
Texas
$2K +$487 +1 +25%
CYG
845
Clean Yield Group
Vermont
$2K +$2.43K +5 New
JWM
846
Janiczek Wealth Management
Colorado
$1K -$13.1K -27 -90%
HWM
847
HighMark Wealth Management
Minnesota
$1K
LF
848
Lee Financial
Texas
$1K
S
849
Surevest
California
$1K
DI
850
Disciplined Investments
Oklahoma
$1K +$973 +2 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.