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Align Technology
ALGN

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: 885 → 931 (+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: 13 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$436M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$314M
3
MCM
Melvin Capital Management
New York
+$215M
4
Capital World Investors
Capital World Investors
California
+$209M
5
TP
Third Point
New York
+$193M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$438M
2
Wells Fargo
Wells Fargo
California
-$239M
3
Sands Capital Management
Sands Capital Management
Virginia
-$230M
4
FAM
Fred Alger Management
New York
-$138M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
876
Baystate Wealth Management
Massachusetts
$12K – – –
PMFA
877
Plante Moran Financial Advisors
Michigan
$12K +$3.86K +6 +46%
DFCM
878
Dark Forest Capital Management
Puerto Rico
$12K +$11.6K +18 New
RA
879
Rise Advisors
New York
$11.8K +$11.6K +18 New
SWA
880
Sutton Wealth Advisors
Florida
$11.2K +$1.29K +2 +13%
CFFP
881
Center for Financial Planning
Michigan
$11K – – –
AFG
882
Albion Financial Group
Utah
$11K +$10.3K +16 New
LFG
883
Larson Financial Group
Missouri
$11K +$10.9K +17 New
JWA
884
JFS Wealth Advisors
Pennsylvania
$10K -$48.9K -76 -84%
AAP
885
Arax Advisory Partners
Colorado
$10K +$1.29K +2 +15%
DWA
886
Delos Wealth Advisors
Texas
$9K – – –
FMP
887
Financial Management Professionals
Texas
$9K – – –
SCA
888
Stuart Chaussee & Associates
California
$9K – – –
TSW
889
Thompson Siegel & Walmsley
Virginia
$9K – – –
CSB
890
City State Bank
Iowa
$9K +$9K +14 New
PCG
891
Private Capital Group
Connecticut
$8K +$1.29K +2 +20%
ATC
892
Adirondack Trust Company
New York
$7K – – –
EW
893
Evoke Wealth
California
$7K – – –
TC
894
Truvestments Capital
Florida
$7K – – –
CAC
895
Core Alternative Capital
Georgia
$7K +$6.43K +10 New
NC
896
NewSquare Capital
Pennsylvania
$6K – – –
AWM
897
Atticus Wealth Management
Florida
$5K -$99K -154 -96%
EWM
898
Edge Wealth Management
New York
$5K – – –
FAG
899
Fortitude Advisory Group
Washington
$5K +$4.5K +7 New
GI
900
Gradient Investments
Minnesota
$5K +$4.5K +7 New
34 35
36
37 38

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.