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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
701
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$86K +$72.4K +161 New
GRP
702
Global Retirement Partners
California
$71K
QT
703
Quantbot Technologies
New York
$68K -$685K -1,523 -92%
CFD
704
Creative Financial Designs
Indiana
$67K
KTC
705
Kistler-Tiffany Companies
Pennsylvania
$64K +$19.8K +44 +59%
GAM
706
Gemmer Asset Management
California
$63K
BCA
707
Berman Capital Advisors
Georgia
$61K +$2.7K +6 +5%
VCG
708
Vantage Consulting Group
Virginia
$61K +$51.7K +115 New
HGWM
709
Harvest Group Wealth Management
Massachusetts
$57K
HFA
710
Hoover Financial Advisors
Pennsylvania
$55K +$45K +100 New
CI
711
CX Institutional
Indiana
$54K +$4.5K +10 +11%
AF
712
Allworth Financial
California
$53K
DZ Bank
713
DZ Bank
Germany
$52.2K
EWA
714
Evolution Wealth Advisors
Florida
$51K +$21.1K +47 +98%
CWC
715
Carolinas Wealth Consulting
North Carolina
$49K +$40.9K +91 New
NFSG
716
Newbridge Financial Services Group
Florida
$49K +$41.4K +92 New
SQA
717
Simon Quick Advisors
New Jersey
$48K
HIIFS
718
Harel Insurance Investments & Financial Services
Israel
$48K +$12.6K +28 New
RE
719
RBC Europe
United Kingdom
$45.4K -$76.4K -170 -67%
RWA
720
Ropes Wealth Advisors
Massachusetts
$42K
RPWA
721
Regent Peak Wealth Advisors
Georgia
$41K +$34.6K +77 New
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$39K
WEC
723
Winslow Evans & Crocker
Massachusetts
$37K +$31.5K +70 New
HPC
724
HM Payson & Co
Maine
$36K -$1.35K -3 -4%
HI
725
Human Investing
Oregon
$36K +$30.1K +67 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.