AVTA

Avantax, Inc. Common Stock

Delisted

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

165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

11% less capital invested

Capital invested by funds: $541M → $484M (-$57.6M)

25% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 61

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$3.92M
Net Calls
Net Calls Change

Top Sellers

1 -$13.7M
2 -$11.2M
3 -$10.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$7.78M
5
Morgan Stanley
Morgan Stanley
New York
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.87M
52
$1.67M
53
$1.41M
54
$1.4M
55
$1.27M
56
$1.15M
57
$1.15M
58
$1.14M
59
$1.12M
60
$1.11M
61
$1.09M
62
$1.08M
63
$1.07M
64
$1.07M
65
$1.04M
66
$1.01M
67
$970K
68
$968K
69
$944K
70
$939K
71
$930K
72
$915K
73
$914K
74
$825K
75
$782K