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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
SFA
601
Sequoia Financial Advisors
Ohio
$300K +$253K +562 New
FHA
602
Flagship Harbor Advisors
Massachusetts
$299K -$123K -274 -33%
MPM
603
Meritage Portfolio Management
Kansas
$298K -$174K -387 -41%
KMWM
604
Keudell/Morrison Wealth Management
Oregon
$298K +$250K +557 New
PGFC
605
Peapack-Gladstone Financial Corp
New Jersey
$298K +$250K +557 New
IEFM
606
IQ EQ Fund Management
Ireland
$297K -$173K -385 -41%
DL
607
DOHJ LLC
Washington
$292K -$102K -226 -32%
MWM
608
Minot Wealth Management
Massachusetts
$292K +$245K +546 New
CA
609
Cetera Advisors
Colorado
$285K +$240K +533 New
TMAM
610
Tokio Marine Asset Management
Japan
$285K +$240K +533 New
C
611
Certuity
Florida
$283K +$238K +529 New
KCM
612
Kornitzer Capital Management
Kansas
$283K +$238K +530 New
AA
613
AQR Arbitrage
Connecticut
$280K +$240K +534 New
CGL
614
Clarius Group LLC
Washington
$278K +$234K +521 New
LJAC
615
L.J. Altfest & Co
New York
$278K +$234K +521 New
ATPW
616
Ashton Thomas Private Wealth
Arizona
$270K +$227K +505 New
FNBT
617
FineMark National Bank & Trust
Florida
$269K +$226K +503 New
VWA
618
V Wealth Advisors
Kansas
$269K +$226K +503 New
POIA
619
Pin Oak Investment Advisors
Texas
$268K
QC
620
QCM Cayman
Texas
$267K +$225K +500 New
ZB
621
Zions Bancorporation
Utah
$264K +$199K +443 +869%
WCM
622
Weld Capital Management
New York
$263K -$342K -760 -61%
OSAM
623
O'Shaughnessy Asset Management
Connecticut
$261K +$173K +384 +369%
DWM
624
Dakota Wealth Management
Florida
$260K -$91.3K -203 -29%
KPW
625
Kore Private Wealth
New York
$259K +$218K +484 New

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.