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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
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
$189K +$165K +20,639 New
LF
152
Lee Financial
Texas
$188K – – –
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$172K +$101K +12,683 +209%
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$172K +$150K +18,736 New
PD
155
Point72 (DIFC)
United Arab Emirates
$172K +$149K +18,689 New
M&T Bank
156
M&T Bank
New York
$170K +$148K +18,488 New
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$166K +$22K +2,750 +19%
TRCT
158
Tower Research Capital (TRC)
New York
$165K +$71.3K +8,929 +99%
OR
159
Olympiad Research
Connecticut
$160K +$139K +17,401 New
MYIA
160
Mount Yale Investment Advisors
Colorado
$152K +$132K +16,526 New
HSBC Holdings
161
HSBC Holdings
United Kingdom
$144K -$216 -27 -0.2%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$142K +$50K +6,258 +68%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$137K +$119K +14,960 New
PCM
164
Prelude Capital Management
New York
$128K +$111K +13,920 New
FFN
165
Focus Financial Network
Minnesota
$126K – – –
BP
166
Ballentine Partners
Massachusetts
$120K +$105K +13,094 New
PC
167
Port Capital
Illinois
$119K – – –
NWAG
168
Net Worth Advisory Group
Utah
$119K -$5.83K -731 -5%
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$115K -$223K -27,960 -69%
Canada Life
170
Canada Life
Manitoba, Canada
$114K – – –
Victory Capital Management
171
Victory Capital Management
Texas
$113K -$1.75K -219 -2%
Lido Advisors
172
Lido Advisors
California
$112K +$7.61K +953 +8%
Pictet Asset Management
173
Pictet Asset Management
Switzerland
$109K – – –
CAM
174
CenterStar Asset Management
Illinois
$108K +$94.2K +11,800 New
OAM
175
Oppenheimer Asset Management
New York
$106K +$92.5K +11,592 New
5 6
7
8 9

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.