Alphatec Ownership | Who Owns Alphatec?
Alphatec Ownership Summary
Alphatec is owned by 57.82% institutional investors, 25.58% insiders, and 16.61% retail investors. Abrdn is the largest institutional shareholder, holding 0.75% of ATEC shares. American Century U.S. Small Cap Growth is the top mutual fund, with 2.78% of its assets in Alphatec shares.
ATEC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Alphatec | 57.82% | 25.58% | 16.61% |
| Sector | Healthcare Stocks | 88.01% | 8.90% | 3.09% |
| Industry | Medical Device Stocks | 76.80% | 8.19% | 15.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Abrdn | 1.07M | 0.75% | $9.87M |
| Jennison associates | 83.30K | 0.06% | $764.72K |
| Courier capital | 69.00K | 0.05% | $633.42K |
| Cyndeo wealth partners | 46.84K | 0.03% | $430.00K |
| Procyon advisors | 32.81K | 0.02% | $301.21K |
| Mount yale investment advisors | 16.53K | 0.01% | $151.71K |
| Focus financial network | 13.70K | 0.01% | $125.76K |
| Ballentine partners | 13.09K | 0.01% | $120.20K |
| Assenagon asset management | 12.53K | 0.01% | $114.99K |
| Avidian wealth solutions | 11.50K | 0.01% | $105.57K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Courier capital | 69.00K | 0.04% | $633.42K |
| Cyndeo wealth partners | 46.84K | 0.03% | $430.00K |
| Am investment strategies | 10.00K | 0.02% | $92.00K |
| Procyon advisors | 32.81K | 0.02% | $301.21K |
| Abrdn | 1.07M | 0.02% | $9.87M |
| Mount yale investment advisors | 16.53K | 0.01% | $151.71K |
| Focus financial network | 13.70K | 0.01% | $125.76K |
| Avidian wealth solutions | 11.50K | 0.00% | $105.57K |
| Ballentine partners | 13.09K | 0.00% | $120.20K |
| Stephens inc /ar/ | 10.51K | 0.00% | $96.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Courier capital | 69.00K | 0.04% | 30.00K |
| Mount yale investment advisors | 16.53K | 0.01% | 16.53K |
| Ballentine partners | 13.09K | 0.00% | 13.09K |
| Bryn mawr trust | 127.00 | - | 127.00 |
| Mcf advisors | 1.15K | 0.00% | 65.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Abrdn | 1.07M | 0.02% | -464.81K |
| Jennison associates | 83.30K | 0.00% | -40.13K |
| Assenagon asset management | 12.53K | 0.00% | -27.96K |
| Procyon advisors | 32.81K | 0.02% | -25.12K |
| Entropy technologies, lp | - | - | -21.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mount yale investment advisors | 16.53K | 0.01% | 16.53K | $151.71K |
| Ballentine partners | 13.09K | 0.00% | 13.09K | $120.20K |
| Bryn mawr trust | 127.00 | - | 127.00 | $1.17K |
Sold Out
| Holder | Change |
|---|---|
| Versant capital management | -49.00 |
| Allspring global investments | -415.00 |
| Kestra private wealth services | -10.70K |
| Tempus wealth planning | -19.16K |
| Entropy technologies, lp | -21.62K |
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 | 223 | -4.70% | 93,440,086 | 0.50% | 65 | 1.51% | 120 | -4.76% | 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 | 3.94M | 2.78% | 732.31K |
| American Century Small Cap Growth Inv | 3.94M | 2.78% | 732.31K |
| Vanguard Total Stock Mkt Idx Inv | 3.04M | 2.15% | - |
| iShares Russell 2000 ETF | 2.77M | 1.96% | -10.65K |
| BNP Paribas Health Cr Innovtr Cl Cap | 2.12M | 1.49% | 144.42K |
| CREF Stock R1 | 1.99M | 1.41% | 1.89M |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.58M | 1.12% | 35.24K |
| BNP Paribas US Small Cap Classic R | 1.43M | 1.01% | 317.59K |
| Penn Capital Small Cap Equity | 1.07M | 0.75% | - |
| Fidelity Small Cap Index | 1.04M | 0.73% | -743.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 21, 2025 | Miles Patrick | CEO | Sell | $80.24K |
| Jan 10, 2025 | Sponsel David | EVP, SALES | Sell | $2.38K |
| Jan 13, 2025 | Sponsel David | EVP, SALES | Sell | $624.21K |
| Dec 11, 2024 | Sponsel David | EVP, SALES | Sell | $600.95K |
| Nov 21, 2024 | Miles Patrick | CEO | Sell | $504.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2027 Q2 | - | - |
| 2024 Q4 | - | 3 |
| 2024 Q3 | 6 | - |
| 2024 Q2 | - | 2 |
| 2024 Q1 | 2 | 15 |
ATEC Ownership FAQ
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