AVTA

Avantax, Inc. Common Stock

Delisted

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

143 hedge funds and large institutions have $493M invested in Avantax, Inc. Common Stock in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

87% less call options, than puts

Call options by funds: $907K | Put options by funds: $6.92M

Holders
143
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
$907K
Puts
$6.92M
Net Calls
Net Calls Change

Top Buyers

1 +$9.8M
2 +$7.49M
3 +$4.75M
4
Prudential Financial
Prudential Financial
New Jersey
+$3.32M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.32M

Top Sellers

1 -$10.7M
2 -$3.52M
3 -$3.23M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.84M
5
TC
TFS Capital
Pennsylvania
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.25M
52
$1.18M
53
$1.13M
54
$1.07M
55
$1.02M
56
$964K
57
$958K
58
$954K
59
$950K
60
$921K
61
$908K
62
$882K
63
$865K
64
$854K
65
$825K
66
$814K
67
$745K
68
$732K
69
$718K
70
$621K
71
$615K
72
$603K
73
$587K
74
$579K
75
$561K