Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALPHATEC HLDGS INC (ATEC)

292 + Investors. Track Smart Money conviction in ATEC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
5Q ▲
Buyers last Q
52%

Smart Money Signals — ATEC

Based on 274 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added ATEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
274 hedge funds hold ATEC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

143 buying132 selling
Last quarter: 143 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 45 → 31 → 57 → 42. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new
145 out of 274 hedge funds have held ATEC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +58% but shares only +10% — price-driven

Value
+58%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +58%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

42 → 45 → 31 → 57 → 42 new funds/Q
New funds entering each quarter: 45 → 31 → 57 → 42. A growing number of institutions are discovering ATEC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Of 292 current holders: 178 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
39 of 274 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ATEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ATEC

How many hedge funds hold ATEC — quarterly history vs. share price
Quarterly hedge fund ownership of ATEC vs. share price

Market Analysis: ATEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ATEC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 0 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: ATEC
2026 Q1 Stats Unlock in 12 days 292 + Investors

Track Smart Money conviction in ATEC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 292 276 5.8%
13F Shares 128M 117M 9.87%
Total Value $2.69B $1.70B 58.47%
New Positions 43 58 -15
Increased Positions 125 106 +19
Closed Positions 30 25 +5
Reduced Positions 120 107 +13
Total Calls 14 11 27.27%
Total Puts 8 7 14.29%
PUT/CALL Ratio 0.57 0.64 Bullish

Statistics: ATEC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

292 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ATEC. Verified SEC 13F-HR filings.

Top 25 institutional holders of ATEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kopp Family Office, LLC 2.46% 328,680 $3.6M
2 PERKINS CAPITAL MANAGEMENT INC 1.75% 171,847 $1.9M
3 Penn Capital Management Company, LLC 1.18% 1,396,942 $15.2M
4 Granite Investment Partners, LLC 0.80% 1,195,156 $13.0M
5 EMERALD ADVISERS, LLC 0.62% 1,807,307 $19.7M
6 EMERALD MUTUAL FUND ADVISERS TRUST 0.61% 1,156,826 $12.6M
7 Avid Wealth Partners LLC 0.39% 75,062 $817K
8 HighMark Wealth Management LLC 0.23% 52,900 $576K
9 HARBOR CAPITAL ADVISORS, INC. 0.19% 217,701 $2K
10 Western Standard LLC 0.13% 22,493 $245K
11 Bayforest Capital Ltd 0.12% 9,872 $107K
12 COURIER CAPITAL LLC 0.06% 99,000 $1.1M
13 Tidemark, LLC 0.06% 21,371 $233K
14 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.05% 59,583 $648K
15 NORDEN GROUP LLC 0.04% 36,711 $399K
16 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.04% 17,023 $185K
17 Y-Intercept (Hong Kong) Ltd 0.03% 165,179 $1.8M
18 CONGRESS ASSET MANAGEMENT CO 0.03% 435,715 $4.7M
19 WEATHERLY ASSET MANAGEMENT L. P. 0.03% 38,333 $417K
20 AA Financial Advisors, LLC 0.03% 20,000 $218K
21 Versant Capital Management, Inc 0.03% 25,684 $279K
22 Cyndeo Wealth Partners, LLC 0.03% 46,841 $510K
23 KORNITZER CAPITAL MANAGEMENT INC /KS 0.02% 100,000 $1.1M
24 NAVELLIER & ASSOCIATES INC 0.02% 20,384 $222K
25 Aberdeen Group plc 0.02% 1,292,606 $14.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALPHATEC HLDGS INC (ATEC)

What does the Smart Money Trend signal show for ATEC?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ATEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ATEC?

Slight buying edge — 52% buying: Last quarter: 143 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ATEC holders?

Elite ownership — 41% AUM from top-100 funds: 39 of 274 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ATEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ATEC?

53% of holders stayed for 2+ years: 145 out of 274 hedge funds have held ATEC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.