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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
CFD
1001
Creative Financial Designs
Indiana
-$84K -126 Closed
BFEC
1002
Benjamin F. Edwards & Company
Missouri
-$75K -113 Closed
CI
1003
CX Institutional
Indiana
-$67K -100 Closed
LWM
1004
Liberty Wealth Management
California
-$67K -100 Closed
MWA
1005
Moser Wealth Advisors
Washington
-$67K -100 Closed
PCM
1006
Pinz Capital Management
New York
-$67K -100 Closed
EWA
1007
Evolution Wealth Advisors
Florida
-$63K -94 Closed
CA
1008
Clearstead Advisors
Ohio
-$43K -64 Closed
GKWIM
1009
Gerber Kawasaki Wealth & Investment Management
California
-$28K -43 Closed
KIG
1010
Kowal Investment Group
Wisconsin
-$25K -37 Closed
RA
1011
Resolute Advisors
California
-$15K -23 Closed
ANBT
1012
American National Bank & Trust
Texas
-$13K -20 Closed
TF
1013
Tompkins Financial
New York
-$12K -18 Closed
DOA
1014
D'Orazio & Associates
Virginia
-$10K -15 Closed
JCM
1015
Jacobi Capital Management
Pennsylvania
-$10K -15 Closed
WPA
1016
West Paces Advisors
Georgia
-$7.99K -12 Closed
MA
1017
MCF Advisors
Kentucky
-$7K -10 Closed
SSC
1018
Syverson Strege & Co
Iowa
-$7K -10 Closed
AWA
1019
Arkadios Wealth Advisors
Georgia
-$3K -6 Closed
YAL
1020
Your Advocates Ltd
Texas
-$4K -6 Closed
CWM
1021
Cranbrook Wealth Management
Michigan
-$3K -5 Closed
BMD
1022
Better Money Decisions
New Mexico
-$2K -3 Closed
WWM
1023
Wolff Wiese Magana
California
-$2K -3 Closed
CWM
1024
Curi Wealth Management
North Carolina
+$643 +1 New

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.