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Alphatec Holdings

51 hedge funds and large institutions have $42.8M invested in Alphatec Holdings in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $39.7M → $42.8M (+$3.17M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 5651 (-5)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
13
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DM
1
Deerfield Management
New York
$7.22M +$1.39M +83,333 +25%
PCMI
2
Paradigm Capital Management Inc
New York
$6.58M +$87.4K +5,240 +1%
BIT
3
BlackRock Institutional Trust
California
$3.49M -$26.3K -1,575 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.47M +$10.8K +650 +0.3%
CC
5
Chubb Corp
New Jersey
$3.34M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.33M -$141K -8,436 -6%
SBH
7
Segall Bryant & Hamill
Illinois
$2.24M +$608K +36,430 +39%
Boston Partners
8
Boston Partners
Massachusetts
$1.98M -$147K -8,792 -7%
SG
9
StepStone Group
California
$1.95M
Ameriprise
10
Ameriprise
Minnesota
$1.58M +$793K +47,516 +109%
N
11
Nuveen
North Carolina
$1.46M
CWG
12
C WorldWide Group
Denmark
$1.29M
BCM
13
Bridgeway Capital Management
Texas
$891K
SKK
14
Shepherd Kaplan Krochuk
Massachusetts
$545K +$86.6K +5,191 +20%
EIM
15
Essex Investment Management
Massachusetts
$480K -$3.39K -203 -0.7%
Renaissance Technologies
16
Renaissance Technologies
New York
$473K +$59.9K +3,592 +15%
NC
17
Northpointe Capital
Michigan
$471K +$452K +27,091 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$442K +$16.4K +981 +4%
PSC
19
Piper Sandler & Co
Minnesota
$290K +$27.8K +1,667 +11%
Verition Fund Management
20
Verition Fund Management
Connecticut
$277K +$1.1K +66 +0.4%
BFA
21
BlackRock Fund Advisors
California
$268K -$17.4K -1,043 -6%
SIM
22
Spark Investment Management
New York
$241K -$75.9K -4,550 -24%
BG
23
BlackRock Group
United Kingdom
$199K
Northern Trust
24
Northern Trust
Illinois
$192K -$5.02K -301 -3%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$142K -$241K -14,456 -64%

ATEC Hedge Fund Activity: Q1 2015 in Review

51 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q1 2015, worth a combined $42.8M — up 8% from $39.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ATEC and 3 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Deerfield Management, adding an estimated $1.39M. The largest seller was Waterstone Capital Management, exiting entirely with an estimated $340K sold.

  • 51 institutional investors held Alphatec Holdings (ATEC) as of Q1 2015, down from 56 in Q4 2014.
  • Funds reported $42.8M of Alphatec Holdings stock for Q1 2015, up 8% quarter-over-quarter.
  • 3 funds opened new Alphatec Holdings positions in Q1 2015 and 8 closed out, a net change of -5 holders.
  • The largest Alphatec Holdings buyer in Q1 2015 was Deerfield Management, an estimated $1.39M added.
  • The largest Alphatec Holdings seller in Q1 2015 was Waterstone Capital Management, an estimated $340K sold.

Based on aggregated 13F filings for Q1 2015.