AVTA

Avantax, Inc. Common Stock

Delisted

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

161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

89% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $10.5M

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11M
Puts
$10.5M
Net Calls
Net Calls Change

Top Buyers

1 +$23.9M
2 +$22.8M
3 +$22.1M
4
Morgan Stanley
Morgan Stanley
New York
+$20.3M
5
WIC
Water Island Capital
New York
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$826K
77
$812K
78
$799K
79
$785K
80
$781K
81
$764K
82
$691K
83
$658K
84
$641K
85
$629K
86
$595K
87
$595K
88
$588K
89
$585K
90
$561K
91
$550K
92
$537K
93
$536K
94
$532K
95
$530K
96
$519K
97
$510K
98
$478K
99
$468K
100
$461K