AVTA

Avantax, Inc. Common Stock

Delisted

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

161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

89% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $10.5M

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11M
Puts
$10.5M
Net Calls
Net Calls Change

Top Buyers

1 +$23.9M
2 +$22.8M
3 +$22.1M
4
Morgan Stanley
Morgan Stanley
New York
+$20.3M
5
WIC
Water Island Capital
New York
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.73M
52
$1.47M
53
$1.46M
54
$1.44M
55
$1.44M
56
$1.43M
57
$1.41M
58
$1.38M
59
$1.37M
60
$1.16M
61
$1.15M
62
$1.11M
63
$1.06M
64
$1.05M
65
$1.05M
66
$1.01M
67
$964K
68
$962K
69
$954K
70
$936K
71
$890K
72
$862K
73
$860K
74
$859K
75
$839K