AVTA

Avantax, Inc. Common Stock

Delisted

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

154 hedge funds and large institutions have $760M invested in Avantax, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

37% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $17.2M

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$17.2M
Net Calls
Net Calls Change

Top Buyers

1 +$6.42M
2 +$6.29M
3 +$4.88M
4
Millennium Management
Millennium Management
New York
+$3.14M
5
GCP
GSA Capital Partners
United Kingdom
+$2.61M

Top Sellers

1 -$12M
2 -$7.85M
3 -$3.56M
4
BlackRock
BlackRock
New York
-$2.59M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.16M
52
$1.15M
53
$1.13M
54
$1.03M
55
$1.02M
56
$969K
57
$940K
58
$940K
59
$902K
60
$863K
61
$785K
62
$754K
63
$723K
64
$712K
65
$709K
66
$697K
67
$685K
68
$662K
69
$648K
70
$643K
71
$633K
72
$625K
73
$625K
74
$579K
75
$552K