Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
151 hedge funds and large institutions have $784M invested in Avantax, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 14 closing their positions.
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
15% more capital invested
Capital invested by funds: $682M → $784M (+$102M)
7% more funds holding
Funds holding: 141 → 151 (+10)
17% less call options, than puts
Call options by funds: $12.3M | Put options by funds: $14.7M
28% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 58
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
Hill Path Capital
New York
|
+$31.1M |
| 2 |
ECM
Engine Capital Management
New York
|
+$11.6M |
| 3 |
NM
Newtyn Management
New York
|
+$10.2M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.25M |
| 5 |
BlackRock
New York
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.58M |
| 2 |
Renaissance Technologies
New York
|
-$5.21M |
| 3 |
D.E. Shaw & Co
New York
|
-$4.96M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.33M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$4.18M |
AVTA Hedge Fund Activity: Q4 2021 in Review
151 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2021, worth a combined $784M — up 15% from $682M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AVTA positions and 14 closed out — a net gain of 10 holders — while 42 added to existing stakes and 58 trimmed.
The largest buyer was Hill Path Capital, adding an estimated $31.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $7.58M.
- 151 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2021, up from 141 in Q3 2021.
- Funds reported $784M of Avantax, Inc. Common Stock stock for Q4 2021, up 15% quarter-over-quarter.
- 24 funds opened new Avantax, Inc. Common Stock positions in Q4 2021 and 14 closed out, a net change of +10 holders.
- The largest Avantax, Inc. Common Stock buyer in Q4 2021 was Hill Path Capital, an estimated $31.1M added.
- The largest Avantax, Inc. Common Stock seller in Q4 2021 was Dimensional Fund Advisors, an estimated $7.58M sold.
Based on aggregated 13F filings for Q4 2021.