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Alphatec Holdings
ATEC

228 hedge funds and large institutions have $778M invested in Alphatec Holdings in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $18M | Put options by funds: $6.22M

69% more capital invested

Capital invested by funds: $461M → $778M (+$317M)

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

27% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 66

6% more funds holding

Funds holding: 216 → 228 (+12)

0.68% more ownership

Funds ownership: 59.07% → 59.75% (+0.68%)

Holders
228
Holders Change
+12
Holders Change %
+5.56%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
84
Reduced
66
Closed
32
Calls
$18M
Puts
$6.22M
Net Calls
+$11.8M
Net Calls Change
+$14.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.1M
2
American Century Companies
American Century Companies
Missouri
+$10.7M
3
N
Nuveen
North Carolina
+$9.07M
4
IECM
Intrinsic Edge Capital Management
Illinois
+$8.9M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$8.66M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$26.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$26.5M
3
Bank of America
Bank of America
North Carolina
-$11.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$3.71M
5
Squarepoint
Squarepoint
New York
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSCM
76
Divisadero Street Capital Management
Florida
$1.1M +$953K +119,348 New
Legal & General Group
77
Legal & General Group
United Kingdom
$1.04M +$84.2K +10,550 +10%
Citadel Advisors
78
Citadel Advisors
Florida
$988K -$518K -64,873 -38%
SEI Investments
79
SEI Investments
Pennsylvania
$986K -$4.95K -620 -0.6%
BFM
80
Boothbay Fund Management
New York
$976K -$358K -44,867 -30%
AllianceBernstein
81
AllianceBernstein
Tennessee
$938K – – –
CS
82
Cannell & Spears
New York
$918K – – –
SAM
83
Soviero Asset Management
New York
$918K +$798K +100,000 New
HWM
84
HighMark Wealth Management
Minnesota
$912K -$63.9K -8,000 -7%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$904K -$4.68K -586 -0.6%
Wells Fargo
86
Wells Fargo
California
$903K -$222K -27,759 -22%
NRD
87
Nebula Research & Development
New York
$872K +$137K +17,183 +22%
Verition Fund Management
88
Verition Fund Management
Connecticut
$869K +$755K +94,647 New
Citigroup
89
Citigroup
New York
$859K +$97.3K +12,194 +15%
FIM
90
Fernwood Investment Management
Massachusetts
$844K +$5.59K +700 +0.8%
Jennison Associates
91
Jennison Associates
New York
$765K -$320K -40,129 -33%
WWM
92
Western Wealth Management
Colorado
$729K +$337K +42,209 +113%
HSA
93
HBK Sorce Advisory
Pennsylvania
$721K +$1.56K +195 +0.2%
ACM
94
Aquatic Capital Management
Illinois
$715K -$2.29M -287,376 -79%
Mirae Asset Global ETFs Holdings
95
Mirae Asset Global ETFs Holdings
Hong Kong
$650K +$17.4K +2,177 +3%
CC
96
Courier Capital
New York
$633K +$239K +30,000 +77%
Franklin Resources
97
Franklin Resources
California
$592K – – –
MIM
98
MetLife Investment Management
New Jersey
$581K +$29.7K +3,719 +6%
PFM
99
Phillips Financial Management
Indiana
$556K – – –
BC
100
Birchview Capital
Vermont
$532K -$1.12M -140,000 -71%
2 3
4
5 6

ATEC Hedge Fund Activity: Q4 2024 in Review

228 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q4 2024, worth a combined $778M — up 69% from $461M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ATEC positions and 32 closed out — a net gain of 14 holders — while 84 added to existing stakes and 66 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $16.1M. The largest seller was Millennium Management, cutting an estimated $26.9M.

  • 228 institutional investors held Alphatec Holdings (ATEC) as of Q4 2024, up from 216 in Q3 2024.
  • Funds reported $778M of Alphatec Holdings stock for Q4 2024, up 69% quarter-over-quarter.
  • 46 funds opened new Alphatec Holdings positions in Q4 2024 and 32 closed out, a net change of +14 holders.
  • The largest Alphatec Holdings buyer in Q4 2024 was Royal Bank of Canada, an estimated $16.1M added.
  • The largest Alphatec Holdings seller in Q4 2024 was Millennium Management, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2024.