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
M
776
MOTCO
Texas
$4K
DWP
777
Destiny Wealth Partners
Florida
$4K +$3.6K +8 New
FMP
778
Financial Management Professionals
Texas
$3K -$12.1K -27 -84%
SFSIG
779
San Francisco Sentry Investment Group
California
$3K
SIS
780
Sound Income Strategies
Florida
$3K
MCM
781
Manchester Capital Management
Vermont
$3K +$1.35K +3 +100%
IAIM
782
International Assets Investment Management
Florida
$3K +$2.25K +5 New
NSB
783
Norway Savings Bank
Maine
$3K +$2.7K +6 New
VNA
784
Valley National Advisers
Pennsylvania
$2K -$2.25K -5 -63%
AWG
785
Altus Wealth Group
Colorado
$2K +$1.35K +3 New
BAM
786
Bellevue Asset Management
Washington
$2K +$1.35K +3 New
LIM
787
Longfellow Investment Management
Massachusetts
$2K +$1.35K +3 New
FGAM
788
Financial Gravity Asset Management
Texas
$2K +$1.8K +4 New
MLFP
789
MPS Loria Financial Planners
Illinois
$2K +$1.8K +4 New
NG
790
NWK Group
California
$2K +$1.8K +4 New
BCWM
791
Bartlett & Co Wealth Management
Ohio
$1.07K +$899 +2 New
KCM
792
Kathmere Capital Management
Pennsylvania
$1K
Fidelity International
793
Fidelity International
Bermuda
$1K +$450 +1 New
AAP
794
Arax Advisory Partners
Colorado
$1K +$899 +2 New
BC
795
Bartlett & Co
Ohio
$1K +$899 +2 New
SWA
796
SOA Wealth Advisors
New York
$1K +$899 +2 New
ADIM
797
Alpha DNA Investment Management
Maryland
$1K +$1.35K +3 New
AWA
798
Arkadios Wealth Advisors
Georgia
$1K +$1.35K +3 New
Westfield Capital Management
799
Westfield Capital Management
Massachusetts
-$128M -390,861 Closed
VIM
800
Veritas Investment Management
United Kingdom
-$66.3M -202,615 Closed

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.