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Alphatec Holdings

153 hedge funds and large institutions have $681M invested in Alphatec Holdings in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.1M

44% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 43

0.54% less ownership

Funds ownership: 46.27%45.73% (-0.54%)

2% less capital invested

Capital invested by funds: $691M → $681M (-$10.4M)

3% less funds holding

Funds holding: 158153 (-5)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
62
Reduced
43
Closed
25
Calls
$2.94M
Puts
$1.1M
Net Calls
+$1.84M
Net Calls Change
+$843K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$76.1M +$9.17M +594,482 +14%
DM
2
Deerfield Management
New York
$52.1M +$3.09M +200,468 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$48.4M +$8.17M +529,579 +20%
APM
4
Avidity Partners Management
Texas
$40.2M +$4.43M +287,000 +12%
DCM
5
Driehaus Capital Management
Illinois
$29.1M +$534K +34,608 +2%
State Street
6
State Street
Massachusetts
$29M +$6.06M +392,810 +26%
PA
7
Perceptive Advisors
New York
$27.6M
FLAM
8
First Light Asset Management
Minnesota
$27M +$15.5M +1,003,822 +133%
Cerity Partners
9
Cerity Partners
New York
$24.6M -$7.1M -460,504 -22%
NCGI
10
Next Century Growth Investors
Minnesota
$23.9M -$3.17M -205,221 -12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.1M +$2.58M +167,436 +18%
Principal Financial Group
12
Principal Financial Group
Iowa
$16.4M +$814K +52,796 +5%
AC
13
Armistice Capital
New York
$15.3M +$5.61M +364,000 +57%
N
14
Nuveen
North Carolina
$14.7M +$3.06M +198,137 +26%
PCM
15
Penn Capital Management
Pennsylvania
$11.4M +$2.97M +192,577 +35%
Northern Trust
16
Northern Trust
Illinois
$11.4M +$1.2M +77,801 +12%
RA
17
Royce & Associates
New York
$11.1M -$2.04M -132,106 -15%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$10.7M +$2.8M +181,238 +35%
PC
19
Pier Capital
Connecticut
$10.3M -$1.39M -90,283 -12%
Two Sigma Investments
20
Two Sigma Investments
New York
$9.53M -$605K -39,190 -6%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$8.88M +$1.99M +128,700 +29%
Morgan Stanley
22
Morgan Stanley
New York
$8.31M +$3.44M +222,958 +70%
Macquarie Group
23
Macquarie Group
Australia
$7.88M +$2.43M +157,556 +44%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$7.63M +$1.44M +93,545 +23%
CM
25
Castleark Management
Illinois
$6.97M -$173K -11,230 -2%

ATEC Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q2 2021, worth a combined $681M — down 1.5% from $691M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ATEC and 20 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 62 added.

The largest buyer was First Light Asset Management, adding an estimated $15.5M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $15.6M sold.

  • 153 institutional investors held Alphatec Holdings (ATEC) as of Q2 2021, down from 158 in Q1 2021.
  • Funds reported $681M of Alphatec Holdings stock for Q2 2021, down 1.5% quarter-over-quarter.
  • 20 funds opened new Alphatec Holdings positions in Q2 2021 and 25 closed out, a net change of -5 holders.
  • The largest Alphatec Holdings buyer in Q2 2021 was First Light Asset Management, an estimated $15.5M added.
  • The largest Alphatec Holdings seller in Q2 2021 was T. Rowe Price Associates, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2021.