We are live on ! Find out more
ATEC icon

Alphatec Holdings

201 hedge funds and large institutions have $905M invested in Alphatec Holdings in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

574% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $841K

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

0.65% less ownership

Funds ownership: 59.55%58.9% (-0.65%)

4% less funds holding

Funds holding: 209201 (-8)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

28% less capital invested

Capital invested by funds: $1.25B → $905M (-$344M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
201
Holders Change
-8
Holders Change %
-3.83%
% of All Funds
3.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
31
Increased
75
Reduced
52
Closed
37
Calls
$5.67M
Puts
$841K
Net Calls
+$4.83M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
176
Comerica Bank
Texas
$36.2K +$43.7K +2,792 New
MA
177
MCF Advisors
Kentucky
$31.7K +$2.83K +181 +8%
BCM
178
BluePath Capital Management
Georgia
$29.1K +$35.1K +2,243 New
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$25K
AF
180
Allworth Financial
California
$20.8K
MMG
181
Monetary Management Group
Missouri
$16.2K
HWM
182
HighMark Wealth Management
Minnesota
$14.9K
MIM
183
Macroview Investment Management
Maryland
$9.56K +$11.5K +737 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.49K +542 +437%
US Bancorp
185
US Bancorp
Minnesota
$8.79K
QCG
186
Quadrant Capital Group
Ohio
$8.73K +$7.63K +487 +262%
SWM
187
Sugarloaf Wealth Management
Georgia
$5.67K
HMS
188
Hanseatic Management Services
New Mexico
$5.51K
PTC
189
Private Trust Company
Ohio
$4.96K +$3.02K +193 +102%
HGERS
190
Householder Group Estate & Retirement Specialist
Arizona
$4.34K +$5.25K +335 New
CCA
191
Column Capital Advisors
Indiana
$2.59K
SPIA
192
Steward Partners Investment Advisory
New York
$1.3K
WPA
193
West Paces Advisors
Georgia
$1.3K
BIA
194
Bell Investment Advisors
California
$857
S
195
SignatureFD
Georgia
$246
JWA
196
JFS Wealth Advisors
Pennsylvania
$221 +$266 +17 New
AF
197
Advisornet Financial
Minnesota
$78 +$94 +6 New
SIC
198
SJS Investment Consulting
Ohio
$78 +$94 +6 New
GI
199
Gradient Investments
Minnesota
$13
Cerity Partners
200
Cerity Partners
New York
-$33.9M -1,882,908 Closed

ATEC Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q3 2023, worth a combined $905M — down 28% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ATEC and 31 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 75 added.

The largest buyer was Millennium Management, adding an estimated $40.7M. The largest seller was Cerity Partners, exiting entirely with an estimated $33.9M sold.

  • 201 institutional investors held Alphatec Holdings (ATEC) as of Q3 2023, down from 209 in Q2 2023.
  • Funds reported $905M of Alphatec Holdings stock for Q3 2023, down 28% quarter-over-quarter.
  • 31 funds opened new Alphatec Holdings positions in Q3 2023 and 37 closed out, a net change of -6 holders.
  • The largest Alphatec Holdings buyer in Q3 2023 was Millennium Management, an estimated $40.7M added.
  • The largest Alphatec Holdings seller in Q3 2023 was Cerity Partners, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2023.