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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
LP
501
LMR Partners
United Kingdom
$649K +$546K +1,215 New
GFP
502
Gryphon Financial Partners
Ohio
$648K -$34.6K -77 -6%
AFC
503
AFT Forsyth & Company
Florida
$641K
GIA
504
Gladstone Institutional Advisory
Florida
$638K +$57.6K +128 +12%
FIM
505
Freedom Investment Management
Connecticut
$623K +$524K +1,165 New
EI
506
Ethic Inc
New York
$621K +$523K +1,163 New
PF
507
Phoenix Financial
Israel
$621K +$534K +1,188 New
Rockefeller Capital Management
508
Rockefeller Capital Management
New York
$618K +$19.8K +44 +4%
SS
509
Sunbelt Securities
Texas
$613K
CIM
510
Contravisory Investment Management
Massachusetts
$605K -$48.1K -107 -9%
WP
511
WealthShield Partners
North Carolina
$605K +$18.4K +41 +4%
CFSG
512
Community Financial Services Group
Vermont
$600K +$68.3K +152 +16%
CA
513
Callahan Advisors
Texas
$588K
WA
514
Wealth Alliance
New York
$588K +$25.6K +57 +5%
LS
515
Livforsakringsbolaget Skandia
Sweden
$588K +$135K +300 +38%
VAS
516
Vestmark Advisory Solutions
Massachusetts
$584K +$96.7K +215 +25%
BAM
517
Belpointe Asset Management
Nevada
$583K +$293K +652 +149%
CF
518
Copperwynd Financial
Arizona
$576K -$9.07M -20,183 -95%
HVM
519
Harvest Volatility Management
Connecticut
$566K +$476K +1,059 New
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$565K +$29.2K +65 +7%
S
521
Seeyond
France
$564K +$203K +452 +75%
BFO
522
Boston Family Office
Massachusetts
$553K
KeyBank National Association
523
KeyBank National Association
Ohio
$553K +$20.7K +46 +5%
KAS
524
Kestra Advisory Services
Texas
$551K +$469K +1,043 +13,038%
GIA
525
Gateway Investment Advisers
Ohio
$549K -$23.4K -52 -5%

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.