AVTA

Avantax, Inc. Common Stock

Delisted

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

149 hedge funds and large institutions have $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $877M → $829M (-$48.7M)

49% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 67

Holders
149
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
$3.84M
Puts
$2.41M
Net Calls
Net Calls Change

Top Sellers

1 -$8.05M
2 -$7.96M
3 -$7.52M
4
P2P
Phase 2 Partners
California
-$7.35M
5
BlackRock
BlackRock
New York
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.07M
52
$1.06M
53
$1.05M
54
$1.04M
55
$980K
56
$947K
57
$935K
58
$900K
59
$896K
60
$857K
61
$852K
62
$833K
63
$795K
64
$771K
65
$743K
66
$742K
67
$723K
68
$691K
69
$659K
70
$651K
71
$644K
72
$634K
73
$605K
74
$554K
75
$541K