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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.07B -$42.2M -93,946 -1%
BlackRock
2
BlackRock
New York
$2.91B -$31.1M -69,075 -1%
Edgewood Management
3
Edgewood Management
Connecticut
$2.47B -$259M -575,500 -11%
Sands Capital Management
4
Sands Capital Management
Virginia
$1.57B -$63.1M -140,407 -5%
State Street
5
State Street
Massachusetts
$1.57B -$61.5M -136,870 -4%
Polen Capital Management
6
Polen Capital Management
Florida
$1.39B +$676K +1,503 +0.1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1,000M -$62.4M -138,857 -7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$858M +$224M +498,563 +45%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$834M +$21.6M +48,077 +3%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$729M +$21.2M +47,143 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$664M +$8.1M +18,022 +1%
JP Morgan Chase
12
JP Morgan Chase
New York
$627M +$452M +1,005,263 +600%
N
13
Nuveen
North Carolina
$608M +$130M +289,048 +34%
Invesco
14
Invesco
Georgia
$550M +$22.1M +49,180 +5%
Wells Fargo
15
Wells Fargo
California
$533M +$7.58M +16,866 +2%
Northern Trust
16
Northern Trust
Illinois
$502M -$6.03M -13,408 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$457M -$73.7M -163,914 -16%
BCM
18
Bares Capital Management
Texas
$430M -$166M -370,041 -32%
Norges Bank
19
Norges Bank
Norway
$412M -$15.7M -35,026 -4%
KBC Group
20
KBC Group
Belgium
$401M +$6.93M +15,424 +13%
Ameriprise
21
Ameriprise
Minnesota
$395M -$53.1M -118,185 -14%
Allianz Asset Management
22
Allianz Asset Management
Germany
$377M -$78.2M -173,889 -20%
HL
23
Harding Loevner
New Jersey
$347M -$2.55M -5,676 -0.9%
Renaissance Technologies
24
Renaissance Technologies
New York
$318M -$382M -850,002 -59%
Viking Global Investors
25
Viking Global Investors
Connecticut
$286M -$26.7M -59,459 -10%

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.