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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
AA
901
Ancora Advisors
Ohio
$4K
LWA
902
Lenox Wealth Advisors
New York
$4K +$3.86K +6 New
HVM
903
Harvest Volatility Management
Connecticut
$3.16K +$757K +1,177 +32%
BA
904
Bellwether Advisors
Nebraska
$3K
DCM
905
Davidson Capital Management
Texas
$3K
HDIM
906
Hanson & Doremus Investment Management
Vermont
$3K
KFI
907
Key Financial Inc
Pennsylvania
$3K
NFSG
908
Newbridge Financial Services Group
Florida
$3K
SIS
909
Sound Income Strategies
Florida
$3K
CA
910
Cornerstone Advisory
Maryland
$3K +$2.57K +4 New
SC
911
Sierra Capital
Florida
$3K +$3.21K +5 New
HWM
912
HighMark Wealth Management
Minnesota
$2K
LF
913
Lee Financial
Texas
$2K
LIM
914
Longfellow Investment Management
Massachusetts
$2K
BBHC
915
Brown Brothers Harriman & Co
New York
$1.54K
UFF
916
USA Financial Formulas
Michigan
$1K -$1.11M -1,727 -100%
SWA
917
SOA Wealth Advisors
New York
$1K -$154K -240 -99%
AF
918
Allworth Financial
California
$1K -$15.4K -24 -96%
AA
919
Addison Advisors
Vermont
$1K +$643 +1 New
CAL
920
Capital Advisors Ltd
Ohio
$1K +$643 +1 New
Kayne Anderson Rudnick Investment Management
921
Kayne Anderson Rudnick Investment Management
California
$1K +$643 +1 New
CSWM
922
Cassady Schiller Wealth Management
Ohio
$1K +$1.29K +2 New
S
923
Surevest
California
$1K +$1.29K +2 New
CP
924
Castleview Partners
Texas
$769 +$325M +505,371 New
ED
925
Exane Derivatives
France
$657 -$1.47M -2,289 -100%

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.