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Alphatec Holdings
ATEC

164 hedge funds and large institutions have $465M invested in Alphatec Holdings in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more call options, than puts

Call options by funds: $856K | Put options by funds: $148K

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

49% more capital invested

Capital invested by funds: $311M → $465M (+$154M)

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

3% more funds holding

Funds holding: 160 → 164 (+4)

1.32% more ownership

Funds ownership: 49.46% → 50.78% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
62
Reduced
41
Closed
19
Calls
$856K
Puts
$148K
Net Calls
+$708K
Net Calls Change
-$454K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$14.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$11M
3
ACM
Altium Capital Management
New York
+$2.71M
4
Millennium Management
Millennium Management
New York
+$2.4M
5
NCGI
Next Century Growth Investors
Minnesota
+$1.93M

Top Sellers

1
AC
Armistice Capital
New York
-$3.86M
2
PCM
Penn Capital Management
Pennsylvania
-$3.08M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$2.25M
4
State Street
State Street
Massachusetts
-$2.07M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
151
Almanack Investment Partners
Pennsylvania
$19K +$16.9K +2,135 New
AF
152
Allworth Financial
California
$14K +$894 +113 +8%
MMG
153
Monetary Management Group
Missouri
$11K +$9.89K +1,250 New
HWM
154
HighMark Wealth Management
Minnesota
$10K – – –
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$9K -$7.04K -890 -47%
IA
156
IFP Advisors
Florida
$8K +$8.7K +1,100 +100%
SWM
157
Sugarloaf Wealth Management
Georgia
$4K – – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$1K -$791 -100 -55%
SPIA
159
Steward Partners Investment Advisory
New York
$1K – – –
BIA
160
Bell Investment Advisors
California
$1K +$522 +66 New
QCG
161
Quadrant Capital Group
Ohio
$1K +$530 +67 New
LC
162
Lindbrook Capital
California
$1K +$585 +74 New
WPA
163
West Paces Advisors
Georgia
$874 – – –
PAMP
164
Polar Asset Management Partners
Ontario, Canada
– -$2.25M -344,000 Closed
Marshall Wace
165
Marshall Wace
United Kingdom
– -$1.32M -202,554 Closed
CM
166
Castleark Management
Illinois
– -$935K -142,982 Closed
NA
167
NewEdge Advisors
Louisiana
– -$608K -93,001 Closed
HF
168
HRT Financial
New York
– -$222K -34,026 Closed
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
– -$203K -31,046 Closed
SB
170
Simmons Bank
Arkansas
– -$144K -21,999 Closed
AG
171
Algert Global
California
– -$123K -18,750 Closed
BCM
172
Bayesian Capital Management
New York
– -$122K -18,700 Closed
BC
173
Bridgefront Capital
Texas
– -$77K -11,731 Closed
Victory Capital Management
174
Victory Capital Management
Texas
– -$76K -11,580 Closed
Simplex Trading
175
Simplex Trading
Illinois
– -$81.6K -10,316 Closed
4 5 6
7
8

ATEC Hedge Fund Activity: Q3 2022 in Review

164 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q3 2022, worth a combined $465M — up 49% from $311M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ATEC positions and 19 closed out — a net gain of 4 holders — while 62 added to existing stakes and 41 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $14.3M. The largest seller was Armistice Capital, cutting an estimated $3.86M.

  • 164 institutional investors held Alphatec Holdings (ATEC) as of Q3 2022, up from 160 in Q2 2022.
  • Funds reported $465M of Alphatec Holdings stock for Q3 2022, up 49% quarter-over-quarter.
  • 23 funds opened new Alphatec Holdings positions in Q3 2022 and 19 closed out, a net change of +4 holders.
  • The largest Alphatec Holdings buyer in Q3 2022 was Janus Henderson Group, an estimated $14.3M added.
  • The largest Alphatec Holdings seller in Q3 2022 was Armistice Capital, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2022.