Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
155 hedge funds and large institutions have $760M invested in Avantax, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
8% more funds holding
Funds holding: 143 → 155 (+12)
3% more capital invested
Capital invested by funds: $738M → $760M (+$22.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 59
37% less call options, than puts
Call options by funds: $10.8M | Put options by funds: $17.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$6.09M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$5.97M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$4.63M |
| 4 |
Millennium Management
New York
|
+$2.98M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$11.6M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$7.45M |
| 3 |
Walleye Trading
New York
|
-$3.38M |
| 4 |
BlackRock
New York
|
-$2.45M |
| 5 |
JP Morgan Chase
New York
|
-$2.27M |
AVTA Hedge Fund Activity: Q2 2021 in Review
155 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2021, worth a combined $760M — up 3% from $738M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AVTA positions and 9 closed out — a net gain of 12 holders — while 50 added to existing stakes and 59 trimmed.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $6.09M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $11.6M.
- 155 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2021, up from 143 in Q1 2021.
- Funds reported $760M of Avantax, Inc. Common Stock stock for Q2 2021, up 3% quarter-over-quarter.
- 21 funds opened new Avantax, Inc. Common Stock positions in Q2 2021 and 9 closed out, a net change of +12 holders.
- The largest Avantax, Inc. Common Stock buyer in Q2 2021 was Jacobs Levy Equity Management, an estimated $6.09M added.
- The largest Avantax, Inc. Common Stock seller in Q2 2021 was Fuller & Thaler Asset Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2021.