AVTA

Avantax, Inc. Common Stock

Delisted

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

152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

88% less call options, than puts

Call options by funds: $923K | Put options by funds: $7.68M

Holders
152
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
$923K
Puts
$7.68M
Net Calls
Net Calls Change

Top Buyers

1 +$14.1M
2 +$10.6M
3 +$7.91M
4
SC
Sessa Capital
New York
+$4.5M
5
TAM
THB Asset Management
Connecticut
+$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$600K
77
$598K
78
$595K
79
$593K
80
$583K
81
$570K
82
$558K
83
$505K
84
$494K
85
$477K
86
$454K
87
$448K
88
$444K
89
$440K
90
$438K
91
$437K
92
$426K
93
$385K
94
$380K
95
$371K
96
$363K
97
$355K
98
$350K
99
$350K
100
$330K