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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
TM
951
Titan Managers
Arizona
-$236K -359 Closed
RMDI
952
R.M. Davis Inc
Maine
-$235K -358 Closed
PWM
953
Perigon Wealth Management
California
-$231K -352 Closed
OC
954
Oppenheimer & Co
New York
-$231K -351 Closed
HHGA
955
Halbert Hargrove Global Advisors
California
-$229K -349 Closed
HFP
956
Holistic Financial Partners
Indiana
-$227K -346 Closed
HWM
957
HB Wealth Management
Georgia
-$226K -344 Closed
GT
958
Glenview Trust
Kentucky
-$225K -343 Closed
MFW
959
Meristem Family Wealth
Minnesota
-$223K -340 Closed
CAG
960
Crestwood Advisors Group
Massachusetts
-$219K -334 Closed
FT
961
Fiduciary Trust
Massachusetts
-$219K -333 Closed
EFL
962
ERn Financial LLC
Wisconsin
-$218K -332 Closed
DA
963
Dillon & Associates
Michigan
-$217K -330 Closed
GLA
964
Great Lakes Advisors
Illinois
-$216K -329 Closed
BFPW
965
BOK Financial Private Wealth
Colorado
-$216K -328 Closed
EWA
966
Exencial Wealth Advisors
Oklahoma
-$216K -328 Closed
BFIM
967
Beese Fulmer Investment Management
Ohio
-$214K -326 Closed
LNC
968
Lincoln National Corp
Pennsylvania
-$214K -325 Closed
PFS
969
Physicians Financial Services
North Carolina
-$214K -325 Closed
ZF
970
Zhang Financial
Michigan
-$212K -323 Closed
KWM
971
Kingsview Wealth Management
Oregon
-$211K -321 Closed
CAIMH
972
Central Asset Investments & Management Holdings
Hong Kong
-$210K -320 Closed
DIA
973
Dana Investment Advisors
Wisconsin
-$208K -316 Closed
SB
974
Strategic Blueprint
Georgia
-$207K -315 Closed
BFA
975
Brendel Financial Advisors
New Hampshire
-$206K -313 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.