Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alphatec Hldgs Inc (ATEC)

264 + 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
↓ -16
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — ATEC

Based on 267 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ATEC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
267 funds currently hold this stock — 94% of the 3.0-year high of 284 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

153 buying145 selling
Last quarter: 153 funds bought or added vs 145 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 (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 61 → 45 → 54 → 43. 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.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 25% new
140 out of 267 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.
➡️

Steady discovery — ~43 new funds/quarter

33 → 61 → 45 → 54 → 43 new funds/Q
New funds entering each quarter: 61 → 45 → 54 → 43. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 26% newcomers

■ 59% veterans ■ 15% 1-2yr ■ 26% new
Entry-cohort mix of 278 holders: 165 (59%) are 2+ year veterans, 42 entered 1–2 years ago, and 71 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
52 of 267 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — ATEC

In 2026 Q2, 153 hedge funds were net buyers of ATEC (43 opened a new position, 110 added to an existing one), while 145 reduced or exited (86 trimmed, 59 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 54% of total institutional value in ATEC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -16 funds (more exits than new entries). Total institutional holders: 267.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: ATEC
264 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 264 283 -6.71%
13F Shares 118M 122M -3.02%
Total Value $1.02B $1.33B -23.79%
New Positions 42 54 -12
Increased Positions 105 109 -4
Closed Positions 61 55 +6
Reduced Positions 83 77 +6
Total Calls 6 8 -25.0%
Total Puts 5 7 -28.57%
PUT/CALL Ratio 0.83 0.88 Neutral

Statistics: ATEC

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Financial Highlights

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Institutional Holders (2026 Q2)

264 + investors

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

QUARTER:
Top 25 ATEC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Braidwell LP 2.09% 6,531,439 $56.5M
2 Motley Fool Wealth Management, LLC 1.75% 13,327 $115K
3 Kopp Family Office, LLC 1.74% 328,963 $2.8M
4 Perkins Capital Management Inc 1.14% 175,197 $1.5M
5 Sectoral Asset Management Inc 1.12% 185,900 $1.6M
6 Penn Capital Management Company, LLC 0.82% 1,488,060 $12.9M
7 Tremblant Capital Group 0.64% 2,577,799 $22.3M
8 FirstWave Capital Management LLC 0.55% 143,851 $1.2M
9 Granite Investment Partners, LLC 0.54% 1,213,570 $10.5M
10 Marathon Capital Management 0.49% 279,270 $2.4M
11 Emerald Advisers, LLC 0.43% 2,104,451 $18.2M
12 Parkman Healthcare Partners LLC 0.40% 449,943 $3.9M
13 Emerald Mutual Fund Advisers Trust 0.38% 1,258,086 $10.9M
14 Avid Wealth Partners LLC 0.31% 75,062 $649K
15 Rice Hall James & Associates, LLC 0.28% 657,864 $5.7M
16 Paradigm Capital Management Inc/Ny 0.26% 1,088,200 $9.4M
17 Motley Fool Asset Management LLC 0.23% 676,822 $5.9M
18 PDT Partners, LLC 0.18% 387,592 $3.4M
19 HighMark Wealth Management LLC 0.15% 52,900 $458K
20 Rock Springs Capital Management LP 0.15% 360,000 $3.1M
21 Invst, LLC 0.13% 158,570 $1.4M
22 Bayforest Capital Ltd 0.12% 14,907 $129K
23 Jacobs Levy Equity Management, Inc 0.10% 3,352,133 $29.0M
24 Bridgefront Capital, LLC 0.10% 44,527 $385K
25 Lighthouse Financial LLC 0.09% 18,970 $164K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ATEC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ATEC?

Slight buying edge — 51% buying: Last quarter: 153 funds bought or added vs 145 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 — 54% AUM from top-100 funds: 52 of 267 holders are among the 100 largest funds by AUM, controlling 54% 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?

52% of holders stayed for 2+ years: 140 out of 267 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.

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