Alphatec Ownership | Who Owns Alphatec?

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Alphatec Ownership Summary

Alphatec is owned by 57.82% institutional investors, 25.55% insiders, and 16.63% retail investors. Blackrock is the largest institutional shareholder, holding 5.88% of ATEC shares. American Century U.S. Small Cap Growth is the top mutual fund, with 2.28% of its assets in Alphatec shares.

ATEC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Alphatec	57.82%	25.55%	16.63%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Medical Device Stocks	53.39%	8.20%	38.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.29M	5.88%	$86.66M
Vanguard group	5.76M	4.08%	$60.15M
First light asset management	5.33M	3.78%	$55.68M
American century companies	4.04M	2.87%	$42.23M
Jpmorgan chase	3.44M	2.44%	$35.96M
Millennium management	3.40M	2.41%	$35.51M
Point72 asset management	3.19M	2.26%	$33.36M
State street	2.85M	2.02%	$29.80M
Bank of america corp /de/	2.73M	1.94%	$28.51M
Bnp paribas asset management	2.63M	1.87%	$27.49M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
First light asset management	5.33M	4.88%	$55.68M
Perkins capital management	180.57K	1.78%	$1.89M
Next century growth investors	1.59M	1.38%	$16.66M
Penn capital management company	1.35M	1.34%	$14.14M
Parkman healthcare partners	852.42K	1.19%	$8.91M
Birchview capital, lp	88.00K	0.85%	$919.60K
Braidwell lp	2.19M	0.72%	$22.94M
Marathon capital management	267.98K	0.71%	$2.80M
Highmark wealth management	107.40K	0.68%	$1.12M
Emerald mutual fund advisers trust	836.54K	0.46%	$8.74M

Top Buyers

Holder	Shares	% Assets	Change
Braidwell lp	2.19M	0.72%	2.19M
Bank of america corp /de/	2.73M	0.00%	1.49M
Point72 asset management	3.19M	0.09%	1.26M
Magnetar financial	1.05M	0.23%	1.05M
Blackrock	8.29M	0.00%	683.99K

Top Sellers

Holder	Shares	% Assets	Change
Fred alger management	-	-	-2.64M
Millennium management	3.40M	0.02%	-1.76M
First turn management	-	-	-1.36M
Elequin securities	-	-	-1.33M
Oberweis asset management inc/	-	-	-1.33M

New Positions

Holder	Shares	% Assets	Change	Value
Braidwell lp	2.19M	0.72%	2.19M	$22.94M
Magnetar financial	1.05M	0.23%	1.05M	$10.96M
Marathon capital management	267.98K	0.71%	267.98K	$2.80M
First eagle investment management	102.50K	0.00%	102.50K	$1.07M
Mirae asset global etfs	59.39K	0.00%	59.39K	$620.58K

Sold Out

Holder	Change
Dinuzzo private wealth	-4.00
Sjs investment consulting	-4.00
Nelson, van denburg & campbell wealth management group	-15.00
Jfs wealth advisors	-17.00
Bell investment advisors	-66.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	224	0.45%	82,961,286	-11.21%	57	1.35%	128	6.67%	60	-6.25%
Jun 30, 2024	221	-5.56%	93,438,502	0.50%	66	1.52%	118	-6.35%	64	3.23%
Mar 31, 2024	234	12.50%	92,974,641	1.64%	65	1.41%	126	-3.82%	62	51.22%
Dec 31, 2023	208	2.46%	91,474,278	29.13%	68	2.04%	131	24.76%	41	-19.61%
Sep 30, 2023	203	-5.14%	70,840,986	0.15%	57	1.63%	105	-13.22%	51	-3.77%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Century U.S. Small Cap Growth	3.20M	2.28%	315.62K
American Century Small Cap Growth Inv	3.20M	2.28%	315.62K
Vanguard Total Stock Mkt Idx Inv	3.04M	2.15%	-
iShares Russell 2000 ETF	2.87M	2.03%	-6.01K
Alger Small Cap Focus Composite	2.01M	1.43%	-343.52K
Alger Small Cap Focus I	2.01M	1.43%	-343.52K
BNP Paribas Health Cr Innovtr Cl Cap	1.97M	1.39%	153.35K
JPMorgan Small Cap Growth A	1.73M	1.22%	-
Vanguard Institutional Extnd Mkt Idx Tr	1.54M	1.08%	-5.33K
BNP Paribas US Small Cap Classic R	1.12M	0.79%	223.09K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 11, 2024	Sponsel David	EVP, SALES	Sell	$600.95K
Nov 20, 2024	Miles Patrick	CEO	Sell	$501.50K
Nov 21, 2024	Miles Patrick	CEO	Sell	$504.50K
Aug 23, 2024	Bakst Evan	-	Buy	$201.60K
Aug 23, 2024	Pelizzon David R		Buy	$100.00K

Insider Transactions Trends

Date	Buy	Sell
2027 Q2	-	-
2024 Q3	6	-
2024 Q2	-	2
2024 Q1	2	15
2023 Q4	1	1

ATEC Ownership FAQ

Who Owns Alphatec?

Alphatec shareholders are primarily institutional investors at 57.82%, followed by 25.55% insiders and 16.63% retail investors. The average institutional ownership in Alphatec's industry, Medical Device Stocks, is 53.39%, which Alphatec exceeds.

Who owns the most shares of Alphatec?

Alphatec’s largest shareholders are Blackrock (8.29M shares, 5.88%), Vanguard group (5.76M shares, 4.08%), and First light asset management (5.33M shares, 3.78%). Together, they hold 13.74% of Alphatec’s total shares outstanding.

Does Blackrock own Alphatec?

Yes, BlackRock owns 5.88% of Alphatec, totaling 8.29M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 86.66M$. In the last quarter, BlackRock increased its holdings by 683.99K shares, a 8.99% change.

Who is Alphatec’s biggest shareholder by percentage of total assets invested?

First light asset management is Alphatec’s biggest shareholder by percentage of total assets invested, with 4.88% of its assets in 5.33M Alphatec shares, valued at 55.68M$.

Who is the top mutual fund holder of Alphatec shares?

American Century U.S. Small Cap Growth is the top mutual fund holder of Alphatec shares, with 2.28% of its total shares outstanding invested in 3.2M Alphatec shares.

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