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Alphatec Holdings

158 hedge funds and large institutions have $691M invested in Alphatec Holdings in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

75% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $1.32M

12% more capital invested

Capital invested by funds: $615M → $691M (+$76M)

6% more funds holding

Funds holding: 149158 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.81% less ownership

Funds ownership: 54.08%46.27% (-7.8%)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

Holders
158
Holders Change
+9
Holders Change %
+6.04%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
45
Reduced
60
Closed
10
Calls
$2.32M
Puts
$1.32M
Net Calls
+$994K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$69M +$7.09M +450,287 +11%
DM
2
Deerfield Management
New York
$50.6M +$18.9M +1,201,916 +60%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.6M -$2.53M -161,023 -6%
APM
4
Avidity Partners Management
Texas
$36.9M +$7.6M +483,127 +26%
Cerity Partners
5
Cerity Partners
New York
$32.6M -$5.26M -334,049 -14%
DCM
6
Driehaus Capital Management
Illinois
$29.4M -$1.8M -114,353 -6%
NCGI
7
Next Century Growth Investors
Minnesota
$27.9M +$1.23M +78,039 +5%
PA
8
Perceptive Advisors
New York
$25.5M +$28.3M +1,800,180 New
State Street
9
State Street
Massachusetts
$23.6M -$2.87M -182,506 -11%
Principal Financial Group
10
Principal Financial Group
Iowa
$16.1M +$15.8M +1,006,852 +7,935%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$15.6M -$2.57M -163,044 -14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$14.9M +$1.22M +77,663 +9%
RA
13
Royce & Associates
New York
$13.6M -$866K -55,000 -6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$12.6M -$1.14M -72,500 -8%
N
15
Nuveen
North Carolina
$12.1M +$784K +49,780 +7%
PC
16
Pier Capital
Connecticut
$12M -$1.44M -91,459 -11%
FLAM
17
First Light Asset Management
Minnesota
$12M +$9.83M +624,489 +471%
Northern Trust
18
Northern Trust
Illinois
$10.5M -$618K -39,233 -6%
Two Sigma Investments
19
Two Sigma Investments
New York
$10.4M +$5.22M +331,669 +101%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$10.1M -$13.7M -871,484 -58%
AC
21
Armistice Capital
New York
$10M +$10M +636,000 New
PCM
22
Penn Capital Management
Pennsylvania
$8.67M -$1.44M -91,466 -14%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$8.16M -$1.25M -79,732 -13%
CM
24
Castleark Management
Illinois
$7.36M +$672K +42,725 +10%
Invesco
25
Invesco
Georgia
$7.29M -$170K -10,823 -2%

ATEC Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q1 2021, worth a combined $691M — up 12% from $615M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ATEC positions and 10 closed out — a net gain of 10 holders — while 45 added to existing stakes and 60 trimmed.

The largest buyer was Perceptive Advisors, opening a new position worth an estimated $28.3M. The largest seller was Millennium Management, cutting an estimated $19.1M.

  • 158 institutional investors held Alphatec Holdings (ATEC) as of Q1 2021, up from 149 in Q4 2020.
  • Funds reported $691M of Alphatec Holdings stock for Q1 2021, up 12% quarter-over-quarter.
  • 20 funds opened new Alphatec Holdings positions in Q1 2021 and 10 closed out, a net change of +10 holders.
  • The largest Alphatec Holdings buyer in Q1 2021 was Perceptive Advisors, an estimated $28.3M added.
  • The largest Alphatec Holdings seller in Q1 2021 was Millennium Management, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2021.