Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
168 hedge funds and large institutions have $1.22B invested in Avantax, Inc. Common Stock in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 34 closing their positions.
63% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $907K
23% more capital invested
Capital invested by funds: $996M → $1.22B (+$227M)
7% less funds holding
Funds holding: 181 → 168 (-13)
11% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 63
18% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$22.9M |
| 2 |
SCM
Simcoe Capital Management
New York
|
+$21.2M |
| 3 |
ClearBridge Investments
New York
|
+$6.76M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.14M |
| 5 |
RCM
Red Cedar Management
Park City,
Utah
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$10.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.12M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$6.44M |
| 4 |
HF
HRT Financial
New York
|
-$5.66M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$4.16M |
AVTA Hedge Fund Activity: Q4 2019 in Review
168 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2019, worth a combined $1.22B — up 23% from $996M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of AVTA and 28 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 56 added.
The largest buyer was Van Berkom & Associates, opening a new position worth an estimated $22.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $10.4M sold.
- 168 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2019, down from 181 in Q3 2019.
- Funds reported $1.22B of Avantax, Inc. Common Stock stock for Q4 2019, up 23% quarter-over-quarter.
- 28 funds opened new Avantax, Inc. Common Stock positions in Q4 2019 and 34 closed out, a net change of -6 holders.
- The largest Avantax, Inc. Common Stock buyer in Q4 2019 was Van Berkom & Associates, an estimated $22.9M added.
- The largest Avantax, Inc. Common Stock seller in Q4 2019 was Citadel Advisors, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2019.