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Align Technology
ALGN

Overview Fund Activity

791 hedge funds and large institutions have $36.5B invested in Align Technology in 2020 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 240 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
+133
Holders Change %
+20.21%
% of All Funds
14.03%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.32%
New
194
Increased
240
Reduced
274
Closed
53
Calls
$556M
Puts
$766M
Net Calls
-$210M
Net Calls Change
-$226M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$627M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$858M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$255M
4
CTA
Carillon Tower Advisers
Florida
$187M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$608M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$318M
2
Edgewood Management
Edgewood Management
Connecticut
$2.47B
3
MCM
Melvin Capital Management
New York
$200M
4
BCM
Bares Capital Management
Texas
$430M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KLC
576
Knowledge Leaders Capital
Colorado
$351K – – –
NB
577
Nicolet Bankshares
Wisconsin
$347K – – –
B
578
Barings
North Carolina
$346K -$347K -648 -50%
ZF
579
Zhang Financial
Michigan
$343K – – –
WWM
580
Western Wealth Management
Colorado
$343K +$343K +641 New
BA
581
Ballew Advisors
Mississippi
$341K +$341K +612 New
MPPLM
582
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$338K -$4.81K -9 -1%
MWM
583
Mattern Wealth Management
Kansas
$336K +$336K +628 New
TI
584
Tidal Investments
Wisconsin
$329K +$329K +616 New
SCA
585
Snowden Capital Advisors
New York
$327K +$327K +611 New
PPCM
586
Pillar Pacific Capital Management
California
$324K +$324K +605 New
BIA
587
Biondo Investment Advisors
Pennsylvania
$321K -$26.8K -50 -8%
GIM
588
Groesbeck Investment Management
New Jersey
$321K +$321K +600 New
FPS
589
Fieldpoint Private Securities
Connecticut
$319K +$319K +597 New
DADC
590
D.A. Davidson & Co
Montana
$313K +$313K +585 New
RJT
591
Raymond James Trust
Florida
$311K +$311K +582 New
OCM
592
Orion Capital Management
California
$310K +$310K +580 New
TWM
593
TriaGen Wealth Management
California
$309K +$309K +579 New
RFC
594
Regions Financial Corp
Alabama
$305K +$305K +572 New
SFA
595
Sequoia Financial Advisors
Ohio
$300K +$300K +562 New
FHA
596
Flagship Harbor Advisors
Massachusetts
$299K -$147K -274 -33%
MPM
597
Meritage Portfolio Management
Kansas
$298K -$207K -387 -41%
PGFC
598
Peapack-Gladstone Financial Corp
New Jersey
$298K +$298K +557 New
KMWM
599
Keudell/Morrison Wealth Management
Oregon
$298K +$298K +557 New
IEFM
600
IQ EQ Fund Management
Ireland
$297K -$206K -385 -41%
22 23
24
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