Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
156 hedge funds and large institutions have $857M invested in Avantax, Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 18 closing their positions.
309% more call options, than puts
Call options by funds: $6.7M | Put options by funds: $1.64M
44% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 43
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
5% more funds holding
Funds holding: 149 → 156 (+7)
3% more capital invested
Capital invested by funds: $829M → $857M (+$28.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Simcoe Capital Management
New York
|
+$31.2M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$8.04M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$6.23M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.12M |
| 5 |
VC
Voss Capital
Houston,
Texas
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$15.4M |
| 2 |
GGPE
Golden Gate Private Equity
San Francisco,
California
|
-$13M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$9M |
| 4 |
ECM
Engine Capital Management
New York
|
-$8.55M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$5.35M |
AVTA Hedge Fund Activity: Q3 2022 in Review
156 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2022, worth a combined $857M — up 3.5% from $829M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AVTA positions and 18 closed out — a net gain of 7 holders — while 62 added to existing stakes and 43 trimmed.
The largest buyer was Simcoe Capital Management, opening a new position worth an estimated $31.2M. The largest seller was Russell Investments Group, cutting an estimated $15.4M.
- 156 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2022, up from 149 in Q2 2022.
- Funds reported $857M of Avantax, Inc. Common Stock stock for Q3 2022, up 3.5% quarter-over-quarter.
- 25 funds opened new Avantax, Inc. Common Stock positions in Q3 2022 and 18 closed out, a net change of +7 holders.
- The largest Avantax, Inc. Common Stock buyer in Q3 2022 was Simcoe Capital Management, an estimated $31.2M added.
- The largest Avantax, Inc. Common Stock seller in Q3 2022 was Russell Investments Group, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2022.