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Align Technology

730 hedge funds and large institutions have $14.3B invested in Align Technology in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 283 increasing their positions, 260 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $411M | Put options by funds: $265M

1.31% more ownership

Funds ownership: 87.06%88.38% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 260

2% less funds holding

Funds holding: 747730 (-17)

12% less capital invested

Capital invested by funds: $16.2B → $14.3B (-$1.92B)

12% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 84

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
730
Holders Change
-17
Holders Change %
-2.28%
% of All Funds
12.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
74
Increased
283
Reduced
260
Closed
84
Calls
$411M
Puts
$265M
Net Calls
+$146M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.7B +$229M +889,705 +12%
BlackRock
2
BlackRock
New York
$1.14B -$26.9M -104,424 -2%
Edgewood Management
3
Edgewood Management
Connecticut
$803M -$61.1M -237,379 -6%
State Street
4
State Street
Massachusetts
$625M +$1.3M +5,062 +0.2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$536M +$1.82M +7,089 +0.3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$519M +$32M +124,384 +5%
Sands Capital Management
7
Sands Capital Management
Virginia
$480M -$47.7M -185,312 -7%
Polen Capital Management
8
Polen Capital Management
Florida
$412M +$17.8M +69,117 +4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$383M -$200M -776,108 -30%
AllianceBernstein
10
AllianceBernstein
Tennessee
$334M -$75.9M -294,677 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$313M +$7.29M +28,320 +2%
Capital World Investors
12
Capital World Investors
California
$232M +$22.1M +85,911 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$195M +$11.3M +43,895 +5%
Morgan Stanley
14
Morgan Stanley
New York
$193M +$34.5M +133,836 +17%
Brown Advisory
15
Brown Advisory
Maryland
$193M +$16.7M +64,962 +7%
BCM
16
Bares Capital Management
Texas
$189M +$57.4M +223,091 +32%
Invesco
17
Invesco
Georgia
$188M +$60.4M +234,629 +35%
N
18
Nuveen
North Carolina
$173M -$11.4M -44,112 -5%
Northern Trust
19
Northern Trust
Illinois
$168M -$838K -3,254 -0.4%
Norges Bank
20
Norges Bank
Norway
$140M +$573K +2,226 +0.3%
Ameriprise
21
Ameriprise
Minnesota
$125M +$20.6M +79,956 +15%
Fisher Asset Management
22
Fisher Asset Management
Washington
$118M -$2.95M -11,478 -2%
CIP
23
Champlain Investment Partners
Vermont
$113M -$3M -11,640 -2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$108M -$6.45M -25,075 -5%
HL
25
Harding Loevner
New Jersey
$108M -$7.33M -28,464 -5%

ALGN Hedge Fund Activity: Q3 2022 in Review

730 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2022, worth a combined $14.3B — down 12% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of ALGN and 74 opened new positions — a net loss of 10 holders — while 260 trimmed existing stakes and 283 added.

The largest buyer was Vanguard Group, adding an estimated $229M. The largest seller was T. Rowe Price Associates, cutting an estimated $200M.

  • 730 institutional investors held Align Technology (ALGN) as of Q3 2022, down from 747 in Q2 2022.
  • Funds reported $14.3B of Align Technology stock for Q3 2022, down 12% quarter-over-quarter.
  • 74 funds opened new Align Technology positions in Q3 2022 and 84 closed out, a net change of -10 holders.
  • The largest Align Technology buyer in Q3 2022 was Vanguard Group, an estimated $229M added.
  • The largest Align Technology seller in Q3 2022 was T. Rowe Price Associates, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2022.