Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
157 hedge funds and large institutions have $571M invested in Avantax, Inc. Common Stock in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.
182% more call options, than puts
Call options by funds: $1.13M | Put options by funds: $401K
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
22% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 49
17% more capital invested
Capital invested by funds: $487M → $571M (+$84.4M)
3% more funds holding
Funds holding: 152 → 157 (+5)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$7.66M |
| 2 |
Renaissance Technologies
New York
|
+$6.45M |
| 3 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$5.95M |
| 4 |
Morgan Stanley
New York
|
+$5.15M |
| 5 |
D.E. Shaw & Co
New York
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Loews Corp
New York
|
-$10.3M |
| 2 |
ACM
Altalis Capital Management
New York
|
-$7.9M |
| 3 |
NA
NS Advisors
Westport,
Connecticut
|
-$6.46M |
| 4 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$4.82M |
| 5 |
SC
Sessa Capital
New York
|
-$4.01M |
AVTA Hedge Fund Activity: Q2 2015 in Review
157 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2015, worth a combined $571M — up 17% from $487M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AVTA positions and 17 closed out — a net gain of 5 holders — while 60 added to existing stakes and 49 trimmed.
The largest buyer was Numeric Investors, adding an estimated $7.66M. The largest seller was Loews Corp, cutting an estimated $10.3M.
- 157 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2015, up from 152 in Q1 2015.
- Funds reported $571M of Avantax, Inc. Common Stock stock for Q2 2015, up 17% quarter-over-quarter.
- 22 funds opened new Avantax, Inc. Common Stock positions in Q2 2015 and 17 closed out, a net change of +5 holders.
- The largest Avantax, Inc. Common Stock buyer in Q2 2015 was Numeric Investors, an estimated $7.66M added.
- The largest Avantax, Inc. Common Stock seller in Q2 2015 was Loews Corp, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2015.