AVTA

Avantax, Inc. Common Stock

Delisted

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

141 hedge funds and large institutions have $682M invested in Avantax, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

45% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 62

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.6M
Puts
$19.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.01M
52
$1M
53
$967K
54
$962K
55
$921K
56
$875K
57
$845K
58
$829K
59
$825K
60
$816K
61
$796K
62
$746K
63
$740K
64
$715K
65
$707K
66
$693K
67
$655K
68
$653K
69
$642K
70
$634K
71
$613K
72
$606K
73
$586K
74
$575K
75
$572K