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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
CWM
651
Connecticut Wealth Management
Connecticut
$211K +$177K +394 New
CPIG
652
Chicago Partners Investment Group
Illinois
$208K +$175K +390 New
LSAG
653
Lake Street Advisors Group
New Hampshire
$207K +$174K +387 New
BRWA
654
B. Riley Wealth Advisors
Florida
$206K +$173K +384 New
EWA
655
Exencial Wealth Advisors
Oklahoma
$206K +$174K +386 New
IFWM
656
Institute for Wealth Management
Colorado
$206K +$174K +386 New
GVAG
657
Great Valley Advisor Group
Delaware
$204K +$172K +383 New
ICP
658
Interchange Capital Partners
Pennsylvania
$204K +$172K +383 New
WT
659
Whittier Trust
California
$203K -$899 -2 -0.5%
CAG
660
Crestwood Advisors Group
Massachusetts
$201K +$170K +377 New
BWCS
661
Beirne Wealth Consulting Services
Connecticut
$200K +$169K +375 New
PFBT
662
Parkside Financial Bank & Trust
Missouri
$198K -$32.4K -72 -16%
TPCW
663
TD Private Client Wealth
New York
$197K -$76.9K -171 -32%
FTDI
664
First Trust Direct Indexing
Massachusetts
$196K +$165K +367 New
JMF
665
Johnson Midwest Financial
Iowa
$195K +$164K +365 New
Walleye Trading
666
Walleye Trading
New York
$191K +$161K +357 New
TFIPS
667
Towarzystwo Funduszy Inwestycyjnych PZU SA
$188K +$158K +351 New
FMT
668
First Mercantile Trust
Tennessee
$185K +$62K +138 +66%
PFO
669
Pathstone Family Office
New Jersey
$173K +$146K +324 New
CF
670
Centaurus Financial
California
$165K +$138K +308 New
MC
671
Maverick Capital
Texas
$164K -$2.16M -4,806 -94%
FF
672
FourThought Financial
Florida
$164K +$138K +308 New
APP
673
Alpha Paradigm Partners
Illinois
$162K +$137K +304 New
QCG
674
Quadrant Capital Group
Ohio
$160K +$19.3K +43 +17%
JWBC
675
John W. Brooker & Co
California
$157K +$44.5K +99 +51%

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.