AVTA

Avantax, Inc. Common Stock

Delisted

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

161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

89% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $10.5M

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11M
Puts
$10.5M
Net Calls
Net Calls Change

Top Buyers

1 +$23.9M
2 +$22.8M
3 +$22.1M
4
Morgan Stanley
Morgan Stanley
New York
+$20.3M
5
WIC
Water Island Capital
New York
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$6.4M
27
$5.72M
28
$5.23M
29
$5.22M
30
$5.04M
31
$4.84M
32
$4.21M
33
$4M
34
$3.69M
35
$3.44M
36
$3.36M
37
$3.15M
38
$3.08M
39
$3.04M
40
$2.78M
41
$2.69M
42
$2.6M
43
$2.51M
44
$2.35M
45
$2.31M
46
$2.22M
47
$2.06M
48
$2M
49
$1.88M
50
$1.82M