AVTA

Avantax, Inc. Common Stock

Delisted

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

154 hedge funds and large institutions have $760M invested in Avantax, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

37% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $17.2M

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$17.2M
Net Calls
Net Calls Change

Top Buyers

1 +$6.42M
2 +$6.29M
3 +$4.88M
4
Millennium Management
Millennium Management
New York
+$3.14M
5
GCP
GSA Capital Partners
United Kingdom
+$2.61M

Top Sellers

1 -$12M
2 -$7.85M
3 -$3.56M
4
BlackRock
BlackRock
New York
-$2.59M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$514K
77
$510K
78
$487K
79
$479K
80
$469K
81
$439K
82
$438K
83
$429K
84
$421K
85
$407K
86
$401K
87
$377K
88
$347K
89
$341K
90
$331K
91
$309K
92
$304K
93
$301K
94
$298K
95
$295K
96
$279K
97
$279K
98
$274K
99
$266K
100
$241K