AVTA

Avantax, Inc. Common Stock

Delisted

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

165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

11% less capital invested

Capital invested by funds: $541M → $484M (-$57.6M)

25% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 61

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$3.92M
Net Calls
Net Calls Change

Top Sellers

1 -$13.7M
2 -$11.2M
3 -$10.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$7.78M
5
Morgan Stanley
Morgan Stanley
New York
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$368K
102
$331K
103
$328K
104
$325K
105
$318K
106
$316K
107
$286K
108
$277K
109
$273K
110
$262K
111
$260K
112
$257K
113
$256K
114
$244K
115
$242K
116
$241K
117
$226K
118
$223K
119
$218K
120
$206K
121
$203K
122
$199K
123
$194K
124
$194K
125
$185K