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Jackson Financial Management’s Alphatec Holdings ATEC Stock Holding History

Jackson Financial Management’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.77M Buy
250,000
+28,251
+13% +$181K 0.92% 25
2019
Q3 		$1.11M Buy
+221,749
New +$1.15M 0.67% 24

Other funds holding ATEC

NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Jackson Financial Management's ATEC Position: Q4 2019 in Review

Jackson Financial Management increased its Alphatec Holdings (ATEC) stake by 13% in Q4 2019, buying an estimated $181K and bringing the position to 250,000 shares worth $1.77M. The position accounts for 0.92% of the portfolio, ranked #25.

Jackson Financial Management first reported a position in ATEC in Q3 2019 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold ATEC as of Q4 2019.

  • Jackson Financial Management held 250,000 shares of Alphatec Holdings worth $1.77M as of Q4 2019.
  • Jackson Financial Management bought 28,251 Alphatec Holdings shares in Q4 2019, an estimated $181K.
  • Alphatec Holdings made up 0.92% of Jackson Financial Management's portfolio in Q4 2019, its #25 holding.
  • Jackson Financial Management first reported a position in Alphatec Holdings in Q3 2019 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Alphatec Holdings as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.