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Alphatec Holdings
ATEC

26 hedge funds and large institutions have $8.12M invested in Alphatec Holdings in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

37% more capital invested

Capital invested by funds: $5.93M → $8.12M (+$2.19M)

30% more funds holding

Funds holding: 20 → 26 (+6)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.8% less ownership

Funds ownership: 19.05% → 18.25% (-0.8%)

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$859K
2
Cerity Partners
Cerity Partners
New York
+$619K
3
BC
Broadfin Capital
New York
+$466K
4
AC
Armistice Capital
New York
+$384K
5
HSA
HBK Sorce Advisory
Pennsylvania
+$167K

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$432K
2
FM
Fondren Management
Texas
-$415K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$297K
4
2L
22NW LP
Washington
-$228K
5
BlackRock
BlackRock
New York
-$19K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1
Armistice Capital
New York
$2.07M +$384K +120,000 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.3M -$297K -92,805 -16%
Renaissance Technologies
3
Renaissance Technologies
New York
$955K +$107K +33,300 +10%
HighTower Advisors
4
HighTower Advisors
Illinois
$714K +$859K +268,333 New
FM
5
Fondren Management
Texas
$666K -$415K -129,699 -34%
Cerity Partners
6
Cerity Partners
New York
$515K +$619K +193,499 New
BlackRock
7
BlackRock
New York
$398K -$19K -5,942 -4%
BC
8
Broadfin Capital
New York
$387K +$466K +145,514 New
SIM
9
Spark Investment Management
New York
$196K +$22.6K +7,053 +11%
BCM
10
Bridgeway Capital Management
Texas
$186K +$80K +25,000 +56%
HSA
11
HBK Sorce Advisory
Pennsylvania
$179K +$167K +52,150 +348%
LPL Financial
12
LPL Financial
California
$133K -$3.2K -1,000 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$125K -$7.82K -2,443 -5%
LF
14
Lee Financial
Texas
$88K – – –
JP Morgan Chase
15
JP Morgan Chase
New York
$40K +$48K +15,008 New
OAM
16
Oxford Asset Management
United Kingdom
$34K +$41.5K +12,983 New
Macquarie Group
17
Macquarie Group
Australia
$33K +$39.8K +12,425 New
Northern Trust
18
Northern Trust
Illinois
$31K +$1.02K +319 +3%
GFPC
19
Global Financial Private Capital
Florida
$27K +$32K +10,000 New
Bank of America
20
Bank of America
North Carolina
$17K – – –
IA
21
IFP Advisors
Florida
$8K -$6.77K -2,115 -42%
Morgan Stanley
22
Morgan Stanley
New York
$8K +$3.04K +950 +53%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K – – –
Wells Fargo
24
Wells Fargo
California
$2K – – –
Deutsche Bank
25
Deutsche Bank
Germany
– -$432K -134,953 -100%
1
2

ATEC Hedge Fund Activity: Q4 2017 in Review

26 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q4 2017, worth a combined $8.12M — up 37% from $5.93M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ATEC positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $859K. The largest seller was Deutsche Bank, cutting an estimated $432K.

  • 26 institutional investors held Alphatec Holdings (ATEC) as of Q4 2017, up from 20 in Q3 2017.
  • Funds reported $8.12M of Alphatec Holdings stock for Q4 2017, up 37% quarter-over-quarter.
  • 7 funds opened new Alphatec Holdings positions in Q4 2017 and 1 closed out, a net change of +6 holders.
  • The largest Alphatec Holdings buyer in Q4 2017 was HighTower Advisors, an estimated $859K added.
  • The largest Alphatec Holdings seller in Q4 2017 was Deutsche Bank, an estimated $432K sold.

Based on aggregated 13F filings for Q4 2017.