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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 %
WTC
626
WhitTier Trust Company
Nevada
$245K – – –
AAM
627
Azzad Asset Management
Virginia
$245K +$245K +458 New
ISWM
628
Independent Solutions Wealth Management
New York
$244K +$244K +457 New
XS
629
XR Securities
Illinois
$244K +$244K +457 New
PA
630
Parallel Advisors
California
$243K -$11.2K -21 -4%
PFM
631
Parsec Financial Management
North Carolina
$243K +$243K +454 New
JAM
632
JCIC Asset Management
Ontario, Canada
$242K +$61K +114 +34%
SCA
633
Summit Creek Advisors
Minnesota
$240K -$752K -1,410 -76%
KM
634
Kalos Management
Georgia
$230K +$230K +430 New
MFG
635
Magnus Financial Group
New York
$226K +$226K +423 New
BP
636
Ballentine Partners
Massachusetts
$223K -$275K -515 -55%
TSS
637
Two Sigma Securities
New York
$217K +$217K +406 New
WSFS
638
Wilmington Savings Fund Society
Delaware
$216K +$216K +405 New
EI
639
Ellevest Inc
New York
$215K +$153K +286 +244%
W
640
WealthStone
Ohio
$214K +$214K +400 New
CCP
641
Clarkston Capital Partners
Michigan
$214K +$214K +400 New
KLI
642
Kelman-Lazarov Inc
Tennessee
$214K +$214K +400 New
AAM
643
Auxier Asset Management
Oregon
$214K +$214K +400 New
BS
644
Boenning & Scattergood
Pennsylvania
$213K +$213K +399 New
CWM
645
Connecticut Wealth Management
Connecticut
$211K +$211K +394 New
CPIG
646
Chicago Partners Investment Group
Illinois
$208K +$208K +390 New
LSAG
647
Lake Street Advisors Group
New Hampshire
$207K +$207K +387 New
BRWA
648
B. Riley Wealth Advisors
Florida
$206K +$206K +384 New
IFWM
649
Institute for Wealth Management
Colorado
$206K +$206K +386 New
EWA
650
Exencial Wealth Advisors
Oklahoma
$206K +$206K +386 New
24 25
26
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