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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
JG
926
Jefferies Group
New York
-$303K -461 Closed
FAT
927
First American Trust
California
-$283K -431 Closed
IA
928
Inspire Advisors
Idaho
-$284K -431 Closed
ST
929
Sentinel Trust
Texas
-$282K -429 Closed
MC
930
Moors & Cabot
Massachusetts
-$281K -428 Closed
CMS
931
Capital Market Strategies
Florida
-$273K -416 Closed
WS
932
Wedbush Securities
California
-$269K -409 Closed
AAM
933
Auxier Asset Management
Oregon
-$263K -400 Closed
CCP
934
Clarkston Capital Partners
Michigan
-$263K -400 Closed
LFA
935
Landmark Financial Advisors
Kentucky
-$263K -400 Closed
BS
936
Boenning & Scattergood
Pennsylvania
-$262K -399 Closed
9WM
937
9258 Wealth Management
Ohio
-$260K -395 Closed
ISWM
938
Independent Solutions Wealth Management
New York
-$258K -393 Closed
VAM
939
Vienna Asset Management
California
-$258K -393 Closed
GA
940
GraniteShares Advisors
New York
-$253K -386 Closed
CWM
941
Connecticut Wealth Management
Connecticut
-$251K -382 Closed
FFM
942
Forum Financial Management
Illinois
-$250K -380 Closed
YMRC
943
Yorktown Management & Research Company
Virginia
-$250K -380 Closed
IWM
944
IHT Wealth Management
Illinois
-$248K -378 Closed
B
945
Bailard
California
-$247K -376 Closed
SOAG
946
Silver Oak Advisory Group
Oregon
-$244K -372 Closed
PFM
947
Parsec Financial Management
North Carolina
-$242K -368 Closed
BP
948
Ballentine Partners
Massachusetts
-$239K -363 Closed
FWCM
949
Ferguson Wellman Capital Management
Oregon
-$237K -360 Closed
QCM
950
Quantinno Capital Management
New York
-$237K -360 Closed

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.