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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
FIM
526
Fernwood Investment Management
Massachusetts
$548K
CI
527
Conning Inc
Connecticut
$548K +$9.44K +21 +2%
Simplex Trading
528
Simplex Trading
Illinois
$542K -$5.09M -11,327 -92%
NA
529
Navellier & Associates
Nevada
$542K +$99.4K +221 +28%
IA
530
IndexIQ Advisors
New York
$539K +$212K +472 +88%
OPWM
531
Oxinas Partners Wealth Management
Indiana
$535K +$450K +1,001 New
RHBC
532
R.H. Bluestein & Co
Michigan
$534K -$225K -500 -33%
SWA
533
SFMG Wealth Advisors
Texas
$534K
ABC
534
Associated Banc-Corp
Wisconsin
$534K +$450K +1,000 New
HIM
535
Hillsdale Investment Management
Ontario, Canada
$533K +$448K +996 New
QCM
536
Quantinno Capital Management
New York
$530K -$97.1K -216 -18%
GT
537
Greenleaf Trust
Michigan
$524K -$14.8K -33 -3%
PAS
538
Park Avenue Securities
New York
$523K -$32.8K -73 -7%
FDCDDQ
539
Federation des caisses Desjardins du Quebec
Quebec, Canada
$514K -$266K -591 -38%
IIM
540
Ironwood Investment Management
Massachusetts
$509K
CCA
541
Checchi Capital Advisers
California
$509K +$7.64K +17 +2%
VCA
542
Verdence Capital Advisors
Maryland
$508K +$428K +951 New
SFS
543
Sowell Financial Services
Arkansas
$506K -$36.9K -82 -8%
GA
544
Greytown Advisors
Florida
$497K +$15.7K +35 +4%
JIC
545
Johnson Investment Counsel
Ohio
$493K -$26.5K -59 -6%
IB
546
Intrust Bank
Kansas
$473K -$9.89K -22 -2%
PP
547
Paloma Partners
Connecticut
$473K +$398K +886 New
AWP
548
Ascent Wealth Partners
New York
$470K +$51.3K +114 +15%
CCA
549
Column Capital Advisors
Indiana
$467K -$7.19K -16 -2%
SCA
550
Spearhead Capital Advisors
Florida
$465K -$66.5K -148 -15%

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.