Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
149 hedge funds and large institutions have $691M invested in Avantax, Inc. Common Stock in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 20 closing their positions.
64% more capital invested
Capital invested by funds: $420M → $691M (+$270M)
2% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 53
8% less call options, than puts
Call options by funds: $4.17M | Put options by funds: $4.52M
1% less funds holding
Funds holding: 151 → 149 (-2)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$9.89M |
| 2 |
GGPE
Golden Gate Private Equity
San Francisco,
California
|
+$7.84M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.62M |
| 4 |
BlackRock
New York
|
+$5.18M |
| 5 |
D.E. Shaw & Co
New York
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Armistice Capital
New York
|
-$20.4M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$10.5M |
| 3 |
Renaissance Technologies
New York
|
-$4.9M |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$3.36M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.95M |
AVTA Hedge Fund Activity: Q4 2020 in Review
149 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2020, worth a combined $691M — up 64% from $420M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of AVTA and 18 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 52 added.
The largest buyer was Ancora Advisors, opening a new position worth an estimated $9.89M. The largest seller was Armistice Capital, cutting an estimated $20.4M.
- 149 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2020, down from 151 in Q3 2020.
- Funds reported $691M of Avantax, Inc. Common Stock stock for Q4 2020, up 64% quarter-over-quarter.
- 18 funds opened new Avantax, Inc. Common Stock positions in Q4 2020 and 20 closed out, a net change of -2 holders.
- The largest Avantax, Inc. Common Stock buyer in Q4 2020 was Ancora Advisors, an estimated $9.89M added.
- The largest Avantax, Inc. Common Stock seller in Q4 2020 was Armistice Capital, an estimated $20.4M sold.
Based on aggregated 13F filings for Q4 2020.