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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
CA
626
Calton & Associates
Florida
$257K +$216K +480 New
TM
627
Titan Managers
Arizona
$255K +$214K +477 New
TAM
628
Trust Asset Management
Texas
$255K +$214K +477 New
CTC
629
Central Trust Company
Missouri
$251K -$2.25K -5 -1%
WS
630
Wedbush Securities
California
$251K +$211K +469 New
MIS
631
Morningstar Investment Services
Illinois
$245K -$84.5K -188 -29%
WTC
632
WhitTier Trust Company
Nevada
$245K
AAM
633
Azzad Asset Management
Virginia
$245K +$206K +458 New
ISWM
634
Independent Solutions Wealth Management
New York
$244K +$205K +457 New
XS
635
XR Securities
Illinois
$244K +$205K +457 New
PA
636
Parallel Advisors
California
$243K -$9.44K -21 -4%
PFM
637
Parsec Financial Management
North Carolina
$243K +$204K +454 New
JAM
638
JCIC Asset Management
Ontario, Canada
$242K +$51.3K +114 +34%
SCA
639
Summit Creek Advisors
Minnesota
$240K -$634K -1,410 -76%
KM
640
Kalos Management
Georgia
$230K +$193K +430 New
MFG
641
Magnus Financial Group
New York
$226K +$190K +423 New
BP
642
Ballentine Partners
Massachusetts
$223K -$232K -515 -55%
TSS
643
Two Sigma Securities
New York
$217K +$183K +406 New
WSFS
644
Wilmington Savings Fund Society
Delaware
$216K +$182K +405 New
EI
645
Ellevest Inc
New York
$215K +$129K +286 +244%
AAM
646
Auxier Asset Management
Oregon
$214K +$180K +400 New
CCP
647
Clarkston Capital Partners
Michigan
$214K +$180K +400 New
KLI
648
Kelman-Lazarov Inc
Tennessee
$214K +$180K +400 New
W
649
WealthStone
Ohio
$214K +$180K +400 New
BS
650
Boenning & Scattergood
Pennsylvania
$213K +$179K +399 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.