Alphatec Ownership | Who Owns Alphatec?
Alphatec Ownership Summary
Alphatec is owned by 66.28% institutional investors, 26.68% insiders, and 7.04% 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 | 66.28% | 26.68% | 7.04% |
| Sector | Healthcare Stocks | 47.31% | 8.01% | 44.69% |
| Industry | Medical Device Stocks | 50.93% | 7.99% | 41.08% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 214 | 14.44% | 70,733,578 | 19.98% | 59 | 2.06% | 121 | 26.04% | 53 | 8.16% |
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 | 2.67M | 1.88% | -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 | 1.82M | 1.28% | 325.00 |
| JPMorgan Small Cap Growth A | 1.73M | 1.22% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.54M | 1.09% | 23.82K |
| Fidelity Small Cap Index | 1.05M | 0.74% | -25.18K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 23, 2024 | Bakst Evan | - | Buy | $201.60K |
| Aug 23, 2024 | Pelizzon David R | Buy | $100.00K | |
| Aug 22, 2024 | Pelizzon David R | Buy | $50.00K | |
| Aug 21, 2024 | Demski David M | - | Buy | $283.50K |
| Aug 02, 2024 | Demski David M | - | Buy | $262.40K |
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
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