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Align Technology

813 hedge funds and large institutions have $36.6B invested in Align Technology in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 292 increasing their positions, 299 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 92

2% more funds holding

Funds holding: 798813 (+15)

0% more capital invested

Capital invested by funds: $36.5B → $36.6B (+$85.9M)

0.47% less ownership

Funds ownership: 85.93%85.47% (-0.47%)

2% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 299

9% less call options, than puts

Call options by funds: $495M | Put options by funds: $547M

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
813
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
14.28%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
114
Increased
292
Reduced
299
Closed
92
Calls
$495M
Puts
$547M
Net Calls
-$51.7M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.58B -$562M -1,016,717 -13%
BlackRock
2
BlackRock
New York
$3.12B +$181M +327,239 +6%
Edgewood Management
3
Edgewood Management
Connecticut
$2.44B -$62.9M -113,783 -2%
State Street
4
State Street
Massachusetts
$1.55B -$41.9M -75,770 -3%
Sands Capital Management
5
Sands Capital Management
Virginia
$1.55B -$48.8M -88,199 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$895M +$266M +480,802 +41%
AllianceBernstein
7
AllianceBernstein
Tennessee
$878M -$138M -249,694 -13%
Polen Capital Management
8
Polen Capital Management
Florida
$847M -$572M -1,034,689 -40%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$844M -$834K -1,508 -0.1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$829M -$41.4M -74,883 -5%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$748M +$9.55M +17,275 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$702M +$28.9M +52,280 +4%
Invesco
13
Invesco
Georgia
$679M +$124M +225,039 +22%
N
14
Nuveen
North Carolina
$618M +$2.2M +3,983 +0.4%
Wells Fargo
15
Wells Fargo
California
$486M -$55M -99,469 -10%
Northern Trust
16
Northern Trust
Illinois
$476M -$32.8M -59,377 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$463M -$33.2K -60 -0%
Norges Bank
18
Norges Bank
Norway
$425M +$7.35M +13,304 +2%
BCM
19
Bares Capital Management
Texas
$417M -$19.1M -34,500 -4%
Bank of America
20
Bank of America
North Carolina
$395M +$108M +195,680 +37%
Allianz Asset Management
21
Allianz Asset Management
Germany
$376M -$6.07M -10,975 -2%
Winslow Capital Management
22
Winslow Capital Management
Minnesota
$362M +$105M +190,164 +40%
HL
23
Harding Loevner
New Jersey
$334M -$17.6M -31,752 -5%
Ameriprise
24
Ameriprise
Minnesota
$299M -$103M -186,666 -25%
Viking Global Investors
25
Viking Global Investors
Connecticut
$295M +$5.38M +9,737 +2%

ALGN Hedge Fund Activity: Q1 2021 in Review

813 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q1 2021, worth a combined $36.6B — up 0.24% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new ALGN positions and 92 closed out — a net gain of 22 holders — while 292 added to existing stakes and 299 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $266M. The largest seller was Polen Capital Management, cutting an estimated $572M.

  • 813 institutional investors held Align Technology (ALGN) as of Q1 2021, up from 798 in Q4 2020.
  • Funds reported $36.6B of Align Technology stock for Q1 2021, up 0.24% quarter-over-quarter.
  • 114 funds opened new Align Technology positions in Q1 2021 and 92 closed out, a net change of +22 holders.
  • The largest Align Technology buyer in Q1 2021 was JP Morgan Chase, an estimated $266M added.
  • The largest Align Technology seller in Q1 2021 was Polen Capital Management, an estimated $572M sold.

Based on aggregated 13F filings for Q1 2021.