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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
AF
201
Allworth Financial
California
$20K -$399 -50 -3%
HCA
202
Heck Capital Advisors
Wisconsin
$13.8K +$12K +1,500 New
ACM
203
Aster Capital Management
United Arab Emirates
$11.9K +$10.3K +1,294 New
MA
204
MCF Advisors
Kentucky
$10.5K +$519 +65 +6%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$9.18K – – –
US Bancorp
206
US Bancorp
Minnesota
$9.02K -$455 -57 -5%
LC
207
Lindbrook Capital
California
$8.84K +$5.08K +636 +194%
QCG
208
Quadrant Capital Group
Ohio
$7.02K +$6.11K +765 New
SWM
209
Sugarloaf Wealth Management
Georgia
$4.01K – – –
PA
210
Parallel Advisors
California
$2.95K +$2.56K +321 New
S
211
SignatureFD
Georgia
$2.63K +$2.12K +266 +1,267%
EWA
212
EverSource Wealth Advisors
Alabama
$2.4K +$2.09K +262 New
GRP
213
Global Retirement Partners
California
$2.29K -$7.98K -1,000 -80%
TWD
214
True Wealth Design
Ohio
$2.08K -$3.94K -493 -68%
WSFS
215
Wilmington Savings Fund Society
Delaware
$1.17K +$1.01K +127 New
SCM
216
Sterling Capital Management
North Carolina
$964 – – –
RIL
217
Rothschild Investment LLC
Illinois
$918 -$439 -55 -35%
SPIA
218
Steward Partners Investment Advisory
New York
$918 – – –
WPA
219
West Paces Advisors
Georgia
$918 – – –
SS
220
SBI Securities
Japan
$881 +$766 +96 New
FFA
221
Farther Finance Advisors
California
$780 – – –
AAP
222
Arax Advisory Partners
Colorado
$643 +$559 +70 New
PS
223
Principal Securities
Iowa
$560 – – –
IA
224
IFP Advisors
Florida
$376 +$327 +41 New
Jones Financial Companies
225
Jones Financial Companies
Missouri
$275 -$9.22K -1,155 -97%
7 8
9
10 11

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.