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Align Technology

631 hedge funds and large institutions have $19B invested in Align Technology in 2020 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 208 increasing their positions, 239 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $12B → $19B (+$7.01B)

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 611631 (+20)

0.5% more ownership

Funds ownership: 87.28%87.77% (+0.5%)

13% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 239

16% less call options, than puts

Call options by funds: $323M | Put options by funds: $383M

Holders
631
Holders Change
+20
Holders Change %
+3.27%
% of All Funds
12.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
102
Increased
208
Reduced
239
Closed
76
Calls
$323M
Puts
$383M
Net Calls
-$59.6M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ED
601
Exane Derivatives
France
$6.04K
CA
602
Centerpoint Advisors
Massachusetts
$6K +$5.18K +23 New
ACA
603
Atlas Capital Advisors
Wyoming
$5.49K
FANJ
604
Financial Architects (New Jersey)
New Jersey
$5K -$152K -676 -97%
TWA
605
TCI Wealth Advisors
Arizona
$5K -$1.13K -5 -23%
BWM
606
Baystate Wealth Management
Massachusetts
$5K
EWP
607
Engrave Wealth Partners
Texas
$5K
RDWM
608
Red Door Wealth Management
Tennessee
$5K
TFO
609
Tarbox Family Office
California
$5K
LC
610
Lindbrook Capital
California
$5K +$3.15K +14 +350%
WAMC
611
Western Asset Management Company
California
$5K +$3.83K +17 New
HIA
612
Harbor Investment Advisory
Maryland
$4K -$15.3K -68 -83%
PO
613
Private Ocean
California
$4K
SWA
614
Sutton Wealth Advisors
Florida
$3.84K +$1.8K +8 +133%
WPA
615
West Paces Advisors
Georgia
$3.29K
TL
616
TrueWealth LLC
Georgia
$3K -$2.7K -12 -55%
BWM
617
BerganKDV Wealth Management
Minnesota
$3K -$450 -2 -15%
ATC
618
Adirondack Trust Company
New York
$3K
CAL
619
Capital Analysts LLC
Pennsylvania
$3K
EW
620
Evoke Wealth
California
$3K
TSW
621
Thompson Siegel & Walmsley
Virginia
$3K
EWA
622
Evolution Wealth Advisors
Florida
$3K +$2.7K +12 New
HNB
623
Huntington National Bank
Ohio
$2K -$46.4K -206 -97%
LWA
624
Lenox Wealth Advisors
New York
$2K -$2.25K -10 -63%
EFSCE
625
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$676 -3 -30%