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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
FCB
1001
First Command Bank
Texas
-$21K -32 Closed
FCFS
1002
First Command Financial Services
Texas
-$20K -31 Closed
RWA
1003
RGT Wealth Advisors
Texas
-$20K -31 Closed
BAM
1004
Baldrige Asset Management
Pennsylvania
-$16K -25 Closed
1IA
1005
1834 Investment Advisors
Wisconsin
-$14K -22 Closed
CP
1006
Corbenic Partners
Pennsylvania
-$13K -20 Closed
SCA
1007
Stuart Chaussee & Associates
California
-$9K -14 Closed
TC
1008
Truvestments Capital
Florida
-$7K -11 Closed
NC
1009
NewSquare Capital
Pennsylvania
-$6K -9 Closed
EWM
1010
Edge Wealth Management
New York
-$5K -8 Closed
AA
1011
Ancora Advisors
Ohio
-$4K -6 Closed
LWA
1012
Lenox Wealth Advisors
New York
-$4K -6 Closed
CA
1013
Cornerstone Advisory
Maryland
-$3K -4 Closed
CSWM
1014
Cassady Schiller Wealth Management
Ohio
-$1K -2 Closed
ACM
1015
Absolute Capital Management
Pennsylvania
-$657 -1 Closed
CAL
1016
Capital Advisors Ltd
Ohio
-$1K -1 Closed
MP
1017
McDonald Partners
Ohio
-$657 -1 Closed
CI
1018
Cordant Inc
Oregon
+$487 +1 New
CWM
1019
Curi Wealth Management
North Carolina
+$487 +1 +100%
GA
1020
GoalVest Advisory
New York
+$487 +1 New
SC
1021
Schubert & Co
Texas
+$487 +1 New
CIAS
1022
CFS Investment Advisory Services
New Jersey
+$94.6M +194,456 New

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.