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Alphatec Holdings

56 hedge funds and large institutions have $39.7M invested in Alphatec Holdings in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 5856 (-2)

6% less capital invested

Capital invested by funds: $42.4M → $39.7M (-$2.7M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
19
Reduced
11
Closed
10
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMI
1
Paradigm Capital Management Inc
New York
$6.31M +$1.46M +85,994 +30%
DM
2
Deerfield Management
New York
$5.62M
BIT
3
BlackRock Institutional Trust
California
$3.42M +$6.44K +378 +0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.37M +$173K +10,166 +5%
CC
5
Chubb Corp
New Jersey
$3.25M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.41M -$93.7K -5,501 -4%
Boston Partners
7
Boston Partners
Massachusetts
$2.07M
SG
8
StepStone Group
California
$1.9M
SBH
9
Segall Bryant & Hamill
Illinois
$1.56M +$923K +54,195 +142%
N
10
Nuveen
North Carolina
$1.42M +$363K +21,325 +34%
CWG
11
C WorldWide Group
Denmark
$1.25M -$609K -35,763 -33%
BCM
12
Bridgeway Capital Management
Texas
$867K
Ameriprise
13
Ameriprise
Minnesota
$745K +$733K +43,049 +8,610%
EIM
14
Essex Investment Management
Massachusetts
$470K -$75.3K -4,425 -14%
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$443K +$322K +18,934 +262%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$413K +$1.19K +70 +0.3%
Renaissance Technologies
17
Renaissance Technologies
New York
$399K +$38.2K +2,242 +10%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$383K +$270K +15,828 +232%
WCM
19
Waterstone Capital Management
Minnesota
$340K +$343K +20,118 New
SIM
20
Spark Investment Management
New York
$312K +$115K +6,758 +57%
BFA
21
BlackRock Fund Advisors
California
$278K +$20K +1,173 +8%
Verition Fund Management
22
Verition Fund Management
Connecticut
$268K +$206K +12,111 +324%
PSC
23
Piper Sandler & Co
Minnesota
$254K +$255K +15,000 New
BG
24
BlackRock Group
United Kingdom
$193K
Northern Trust
25
Northern Trust
Illinois
$192K -$1.21K -71 -0.6%

ATEC Hedge Fund Activity: Q4 2014 in Review

56 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q4 2014, worth a combined $39.7M — down 6.4% from $42.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ATEC and 8 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was Paradigm Capital Management Inc, adding an estimated $1.46M. The largest seller was C WorldWide Group, cutting an estimated $609K.

  • 56 institutional investors held Alphatec Holdings (ATEC) as of Q4 2014, down from 58 in Q3 2014.
  • Funds reported $39.7M of Alphatec Holdings stock for Q4 2014, down 6.4% quarter-over-quarter.
  • 8 funds opened new Alphatec Holdings positions in Q4 2014 and 10 closed out, a net change of -2 holders.
  • The largest Alphatec Holdings buyer in Q4 2014 was Paradigm Capital Management Inc, an estimated $1.46M added.
  • The largest Alphatec Holdings seller in Q4 2014 was C WorldWide Group, an estimated $609K sold.

Based on aggregated 13F filings for Q4 2014.