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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
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$508K -$8.49K -1,064 -2%
Creative Planning
102
Creative Planning
Kansas
$503K +$49.4K +6,194 +13%
GCM
103
Graham Capital Management
Connecticut
$487K -$1.01M -126,536 -70%
HighTower Advisors
104
HighTower Advisors
Illinois
$481K +$1.32K +166 +0.3%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$477K -$107K -13,364 -20%
CF
106
Corebridge Financial
Texas
$475K -$25K -3,136 -6%
Squarepoint
107
Squarepoint
New York
$468K -$3.29M -412,342 -89%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$457K – – –
BCM
109
Bayesian Capital Management
New York
$454K +$395K +49,500 New
CWP
110
Cyndeo Wealth Partners
Florida
$430K – – –
Ameriprise
111
Ameriprise
Minnesota
$426K -$1.51M -189,132 -80%
HNW
112
High Note Wealth
Minnesota
$413K – – –
MFIM
113
Mesirow Financial Investment Management
Illinois
$409K +$172K +21,546 +94%
Invesco
114
Invesco
Georgia
$407K -$8K -1,002 -2%
SG Americas Securities
115
SG Americas Securities
New York
$407K -$1.83K -229 -0.5%
IFG
116
Independent Financial Group
California
$407K +$188K +23,500 +113%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$380K +$62K +7,770 +23%
VFA
118
Valeo Financial Advisors
Indiana
$374K +$146K +18,325 +82%
OFG
119
Oxford Financial Group
Indiana
$367K -$4.21K -528 -1%
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$365K +$26.6K +3,336 +9%
Raymond James Financial
121
Raymond James Financial
Florida
$358K +$312K +39,028 New
IIM
122
INTECH Investment Management
Florida
$357K +$39.8K +4,985 +15%
TC
123
TownSquare Capital
Utah
$355K +$1.27K +159 +0.4%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$339K +$106K +13,246 +56%
IMC Chicago
125
IMC Chicago
Illinois
$329K -$59.6K -7,471 -17%
3 4
5
6 7

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.