AVTA

Avantax, Inc. Common Stock

Delisted

AVTA was delisted on the 27th of November, 2023.

149 hedge funds and large institutions have $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $877M → $829M (-$48.7M)

49% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 67

Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.84M
Puts
$2.41M
Net Calls
Net Calls Change

Top Sellers

1 -$8.05M
2 -$7.96M
3 -$7.52M
4
P2P
Phase 2 Partners
California
-$7.35M
5
BlackRock
BlackRock
New York
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$5.1M
27
$5.1M
28
$5.08M
29
$4.23M
30
$4.17M
31
$3.62M
32
$3.59M
33
$2.93M
34
$2.8M
35
$2.72M
36
$2.48M
37
$2.35M
38
$2.29M
39
$2.11M
40
$2.08M
41
$2.05M
42
$1.9M
43
$1.61M
44
$1.57M
45
$1.33M
46
$1.22M
47
$1.19M
48
$1.13M
49
$1.08M
50
$1.08M