We are live on ! Find out more
ALGN icon

Align Technology

798 hedge funds and large institutions have $36.5B invested in Align Technology in 2020 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 242 increasing their positions, 275 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 53

171% more funds holding in top 10

Funds holding in top 10: 719 (+12)

63% more capital invested

Capital invested by funds: $22.4B → $36.5B (+$14.1B)

20% more funds holding

Funds holding: 664798 (+134)

1.11% less ownership

Funds ownership: 87.04%85.93% (-1.1%)

12% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 275

27% less call options, than puts

Call options by funds: $556M | Put options by funds: $766M

Holders
798
Holders Change
+134
Holders Change %
+20.18%
% of All Funds
14.12%
Holding in Top 10
19
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+171.43%
% of All Funds
0.34%
New
195
Increased
242
Reduced
275
Closed
53
Calls
$556M
Puts
$766M
Net Calls
-$210M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$1.37M +$1.03M +2,291 +913%
GAM
402
Gotham Asset Management
New York
$1.37M +$450K +1,001 +64%
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$1.37M +$1.17M +2,610 New
BOC
404
Barbara Oil Co
Illinois
$1.34M
BCV
405
Banque Cantonale Vaudoise
Switzerland
$1.34M +$135K +300 +14%
JG
406
Jefferies Group
New York
$1.34M +$1.12M +2,500 New
JAM
407
Jupiter Asset Management
United Kingdom
$1.33M +$1.12M +2,499 New
E
408
Ergoteles
New York
$1.31M +$1.1M +2,449 New
LIA
409
LS Investment Advisors
Michigan
$1.3M -$46.3K -103 -4%
CCFM
410
Clear Creek Financial Management
Washington
$1.3M +$1.09M +2,434 New
Caisse de Depot et Placement du Quebec (CDPQ)
411
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.29M -$396K -881 -27%
DT
412
Diversified Trust
Tennessee
$1.29M -$115K -255 -10%
BUB
413
BBVA USA Bancshares
Texas
$1.29M -$36K -80 -3%
BTWM
414
Baker Tilly Wealth Management
Wisconsin
$1.28M +$1.08M +2,404 New
P
415
Pitcairn
Pennsylvania
$1.26M +$22.5K +50 +2%
RA
416
RiverTree Advisors
Florida
$1.22M +$1.03M +2,283 New
TC
417
TwinBeech Capital
New York
$1.21M +$1.02M +2,262 New
MCIA
418
Mountain Capital Investment Advisors
Colorado
$1.2M -$269K -599 -22%
GBT
419
Grove Bank & Trust
Florida
$1.19M +$43.6K +97 +5%
Luther King Capital Management (LKCM)
420
Luther King Capital Management (LKCM)
Texas
$1.19M -$302K -671 -23%
LSA
421
Leonteq Securities AG
Switzerland
$1.17M +$983K +2,187 New
RIM
422
Redpoint Investment Management
Australia
$1.16M -$58.5K -130 -6%
QI
423
QS Investors
New York
$1.16M +$23.4K +52 +2%
IWC
424
Integrated Wealth Concepts
Massachusetts
$1.13M +$64.7K +144 +7%
CFC
425
Coyle Financial Counsel
Illinois
$1.12M

ALGN Hedge Fund Activity: Q4 2020 in Review

798 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2020, worth a combined $36.5B — up 63% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new ALGN positions and 53 closed out — a net gain of 142 holders — while 242 added to existing stakes and 275 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $452M. The largest seller was Renaissance Technologies, cutting an estimated $382M.

  • 798 institutional investors held Align Technology (ALGN) as of Q4 2020, up from 664 in Q3 2020.
  • Funds reported $36.5B of Align Technology stock for Q4 2020, up 63% quarter-over-quarter.
  • 195 funds opened new Align Technology positions in Q4 2020 and 53 closed out, a net change of +142 holders.
  • The largest Align Technology buyer in Q4 2020 was JP Morgan Chase, an estimated $452M added.
  • The largest Align Technology seller in Q4 2020 was Renaissance Technologies, an estimated $382M sold.

Based on aggregated 13F filings for Q4 2020.