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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
CIC
176
Chilton Investment Company
Connecticut
$106K +$92.1K +11,533 New
AWE
177
Avidian Wealth Enterprises
Texas
$106K – – –
BAM
178
Belpointe Asset Management
Nevada
$104K -$7.98K -1,000 -6%
AIP
179
Ameritas Investment Partners
Nebraska
$100K +$10.7K +1,342 +14%
VanEck Associates
180
VanEck Associates
New York
$98K -$68.3K -8,551 -44%
SI
181
Stephens Inc
Arkansas
$96.5K -$89.6K -11,230 -52%
WC
182
Wexford Capital
Florida
$94.9K +$82.5K +10,341 New
AIS
183
AM Investment Strategies
Tennessee
$92K – – –
ERWM
184
Elk River Wealth Management
Colorado
$91.8K – – –
AG
185
AlTi Global
New York
$91.8K +$79.8K +10,000 New
RA
186
RiverPark Advisors
New York
$86.4K -$33.8K -4,234 -31%
SOW
187
State of Wyoming
Wyoming
$86K +$74.8K +9,369 New
T
188
Tidemark
California
$83.1K – – –
A
189
AlphaQuest
New York
$80K +$69.6K +8,715 New
Lazard Asset Management
190
Lazard Asset Management
New York
$76K +$66.6K +8,348 New
NOI
191
Newton One Investments
Delaware
$50.5K +$43.9K +5,500 New
QL
192
Quarry LP
New York
$49.3K +$19K +2,375 +79%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$42.9K +$33.8K +4,234 +973%
RS
194
R Squared
Hong Kong
$29.4K +$25.5K +3,200 New
AB
195
Amalgamated Bank
New York
$29K – – –
Comerica Bank
196
Comerica Bank
Texas
$28.6K +$9.96K +1,248 +67%
RMP
197
Richards, Merrill & Peterson
Washington
$27.5K +$23.9K +3,000 New
AIM
198
Arcadia Investment Management
Michigan
$23.4K +$20.3K +2,545 New
MCM
199
MAI Capital Management
Ohio
$22.9K +$20K +2,500 New
CAS
200
Coppell Advisory Solutions
Texas
$20.7K – – –
6 7
8
9 10

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.