Alphatec Ownership | Who Owns Alphatec?
Alphatec Ownership Summary
Alphatec is owned by 58.77% institutional investors, 25.95% insiders, and 15.27% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.97% 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 | 58.77% | 25.95% | 15.27% |
| Sector | Healthcare Stocks | 57.43% | 9.41% | 33.16% |
| Industry | Medical Device Stocks | 41.01% | 8.91% | 50.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.57M | 5.97% | $78.70M |
| Vanguard group | 5.97M | 4.16% | $54.80M |
| American century companies | 4.99M | 3.48% | $45.80M |
| Braidwell lp | 4.26M | 2.97% | $39.07M |
| Bnp paribas asset management | 4.01M | 2.80% | $36.83M |
| Royal bank of canada | 3.19M | 2.22% | $29.24M |
| State street | 2.92M | 2.03% | $26.78M |
| Nuveen asset management | 2.58M | 1.80% | $23.73M |
| Geode capital management | 2.39M | 1.66% | $21.92M |
| Cerity partners | 1.83M | 1.27% | $16.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Western standard | 726.37K | 4.44% | $6.67M |
| Intrinsic edge capital management | 1.46M | 1.63% | $13.38M |
| Perkins capital management | 181.57K | 1.48% | $1.67M |
| Penn capital management company | 1.54M | 1.38% | $14.09M |
| Braidwell lp | 4.26M | 1.16% | $39.07M |
| Altium capital management lp | 264.56K | 0.69% | $2.43M |
| Next century growth investors | 982.09K | 0.68% | $9.02M |
| Soviero asset management, lp | 100.00K | 0.57% | $918.00K |
| Marathon capital management | 240.47K | 0.55% | $2.21M |
| Highmark wealth management | 99.40K | 0.52% | $912.49K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royal bank of canada | 3.19M | 0.01% | 2.01M |
| American century companies | 4.99M | 0.03% | 1.33M |
| Nuveen asset management | 2.58M | 0.01% | 1.14M |
| Intrinsic edge capital management | 1.46M | 1.63% | 1.11M |
| Bnp paribas asset management | 4.01M | 0.09% | 1.08M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 1.06M | 0.00% | -3.37M |
| Jpmorgan chase | 692.37K | 0.00% | -3.32M |
| Abrdn | 1.07M | 0.02% | -464.81K |
| Squarepoint ops | 50.96K | 0.00% | -412.34K |
| Polar asset management partners | 212.24K | 0.03% | -408.98K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Western standard | 726.37K | 4.44% | 726.37K | $6.67M |
| Altium capital management lp | 264.56K | 0.69% | 264.56K | $2.43M |
| Rock springs capital management lp | 200.00K | 0.07% | 200.00K | $1.84M |
| Hrt financial lp | 174.76K | 0.01% | 174.76K | $1.60M |
| Divisadero street capital management, lp | 119.35K | 0.13% | 119.35K | $1.10M |
Sold Out
| Holder | Change |
|---|---|
| Versant capital management | -49.00 |
| Smartleaf asset management | -61.00 |
| Macroview investment management | -165.00 |
| Capital performance advisors llp | -321.00 |
| Allspring global investments | -415.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 234 | 4.46% | 84,332,749 | 1.65% | 58 | 1.76% | 127 | - | 64 | 4.92% |
| 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% |
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 | 3.08M | 2.17% | 34.55K |
| iShares Russell 2000 ETF | 2.72M | 1.89% | -53.26K |
| BNP Paribas Health Cr Innovtr Cl Cap | 2.12M | 1.49% | 334.00 |
| CREF Stock R1 | 1.86M | 1.31% | -133.61K |
| BNP Paribas US Small Cap Classic R | 1.62M | 1.14% | 187.31K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.58M | 1.12% | 429.00 |
| Penn Capital Small Cap Equity | 1.07M | 0.75% | - |
| Fidelity Small Cap Index | 1.04M | 0.73% | 2.11K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 10, 2025 | Koning John Todd | CHIEF FINANCIAL OFFICER | Sell | $1.60M |
| Mar 10, 2025 | Lish Scott | CHIEF OPERATING OFFICER | Sell | $272.10K |
| Mar 06, 2025 | Sponsel David | EVP, SALES | Sell | $365.32K |
| Mar 07, 2025 | Miles Patrick | CEO | Sell | $135.03K |
| Mar 03, 2025 | MCGINNIS KAREN K | - | Sell | $469.80K |
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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