AVTA

Avantax, Inc. Common Stock

Delisted

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

143 hedge funds and large institutions have $493M invested in Avantax, Inc. Common Stock in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

87% less call options, than puts

Call options by funds: $907K | Put options by funds: $6.92M

Holders
143
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
$907K
Puts
$6.92M
Net Calls
Net Calls Change

Top Buyers

1 +$9.8M
2 +$7.49M
3 +$4.75M
4
Prudential Financial
Prudential Financial
New Jersey
+$3.32M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.32M

Top Sellers

1 -$10.7M
2 -$3.52M
3 -$3.23M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.84M
5
TC
TFS Capital
Pennsylvania
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$530K
77
$517K
78
$514K
79
$506K
80
$502K
81
$500K
82
$481K
83
$466K
84
$461K
85
$444K
86
$440K
87
$422K
88
$412K
89
$408K
90
$407K
91
$395K
92
$343K
93
$340K
94
$336K
95
$336K
96
$311K
97
$305K
98
$291K
99
$273K
100
$270K