We are live on ! Find out more
ALGN icon

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
LWA
726
Lowe Wealth Advisors
Maryland
$35K
WT
727
Washington Trust
Rhode Island
$34K -$4.95K -11 -15%
CCA
728
Catalyst Capital Advisors
New York
$30K +$25.2K +56 New
PWMG
729
Prestige Wealth Management Group
New Jersey
$29K +$19.8K +44 +489%
CFB
730
Cullen/Frost Bankers
Texas
$28K -$6.74K -15 -22%
BWA
731
BDO Wealth Advisors
Florida
$27K +$22.5K +50 New
BFC
732
Bedel Financial Consulting
Indiana
$24K
AA
733
Ancora Advisors
Ohio
$24K +$18.9K +42 +2,100%
RFA
734
Reilly Financial Advisors
California
$24K +$19.8K +44 New
EARNEST Partners
735
EARNEST Partners
Georgia
$23K
FRA
736
Front Row Advisors
California
$23K
SLF
737
Sun Life Financial
Ontario, Canada
$23K
HNB
738
Huntington National Bank
Ohio
$21K -$13K -29 -43%
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$21K
VFA
740
Valeo Financial Advisors
Indiana
$20K +$4.05K +9 +32%
AWM
741
Avior Wealth Management
Nebraska
$18K
TPWA
742
TRUE Private Wealth Advisors
Oregon
$18K
HMS
743
Hanseatic Management Services
New Mexico
$18K +$14.8K +33 New
CIA
744
CSat Investment Advisory
Michigan
$17K -$248K -552 -95%
AF
745
Advisornet Financial
Minnesota
$17K +$450 +1 +3%
NFG
746
Next Financial Group
Texas
$17K +$5.39K +12 +63%
AIG
747
American International Group
New York
$17K +$99.4K +221 +0.7%
PMFA
748
Plante Moran Financial Advisors
Michigan
$16K -$357K -795 -96%
TFO
749
Tarbox Family Office
California
$15K
TWA
750
TCI Wealth Advisors
Arizona
$14K +$3.15K +7 +35%

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.