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Alphatec Holdings

149 hedge funds and large institutions have $615M invested in Alphatec Holdings in 2020 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

704% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $325K

533% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 9

272% more capital invested

Capital invested by funds: $165M → $615M (+$450M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

48% more funds holding

Funds holding: 101149 (+48)

14.82% more ownership

Funds ownership: 39.27%54.08% (+15%)

Holders
149
Holders Change
+48
Holders Change %
+47.52%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
57
Increased
47
Reduced
22
Closed
9
Calls
$2.61M
Puts
$325K
Net Calls
+$2.29M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.9M +$11M +1,037,491 +36%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.5M +$9.69M +918,042 +49%
Cerity Partners
3
Cerity Partners
New York
$34.9M -$172K -16,250 -0.7%
DM
4
Deerfield Management
New York
$29M +$21.1M +2,000,000 New
DCM
5
Driehaus Capital Management
Illinois
$28.7M +$2.18M +205,988 +12%
APM
6
Avidity Partners Management
Texas
$26.9M +$19.5M +1,850,873 New
NCGI
7
Next Century Growth Investors
Minnesota
$24.5M +$11.5M +1,087,868 +181%
State Street
8
State Street
Massachusetts
$24.4M +$9.69M +917,563 +120%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$21.9M +$15.9M +1,508,784 New
Millennium Management
10
Millennium Management
New York
$21.1M +$12.4M +1,173,724 +420%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$16.7M +$12.1M +1,148,531 New
RA
12
Royce & Associates
New York
$13.3M -$465K -44,000 -5%
Morgan Stanley
13
Morgan Stanley
New York
$12.9M +$5.33M +504,722 +130%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$12.7M +$9.2M +871,638 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.6M +$2.3M +217,432 +33%
PC
16
Pier Capital
Connecticut
$12.4M +$9.02M +854,518 New
CCI
17
Columbus Circle Investors
$12.4M +$9M +851,801 New
N
18
Nuveen
North Carolina
$10.4M +$5.99M +567,444 +387%
Northern Trust
19
Northern Trust
Illinois
$10.2M +$1.04M +98,078 +16%
PGM
20
Parian Global Management
New York
$9.42M -$1.37M -130,006 -17%
PCM
21
Penn Capital Management
Pennsylvania
$9.3M -$15.1M -1,434,398 -69%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$8.66M -$5.51M -522,064 -47%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$7.56M -$2.37M -224,572 -30%
PHP
24
Parkman Healthcare Partners
Connecticut
$7.3M +$538K +50,983 +11%
Invesco
25
Invesco
Georgia
$6.86M +$4.99M +472,306 New

ATEC Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q4 2020, worth a combined $615M — up 272% from $165M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ATEC positions and 9 closed out — a net gain of 48 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was Deerfield Management, opening a new position worth an estimated $21.1M. The largest seller was Penn Capital Management, cutting an estimated $15.1M.

  • 149 institutional investors held Alphatec Holdings (ATEC) as of Q4 2020, up from 101 in Q3 2020.
  • Funds reported $615M of Alphatec Holdings stock for Q4 2020, up 272% quarter-over-quarter.
  • 57 funds opened new Alphatec Holdings positions in Q4 2020 and 9 closed out, a net change of +48 holders.
  • The largest Alphatec Holdings buyer in Q4 2020 was Deerfield Management, an estimated $21.1M added.
  • The largest Alphatec Holdings seller in Q4 2020 was Penn Capital Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2020.