AVTA

Avantax, Inc. Common Stock

Delisted

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

152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

88% less call options, than puts

Call options by funds: $923K | Put options by funds: $7.68M

Holders
152
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
$923K
Puts
$7.68M
Net Calls
Net Calls Change

Top Buyers

1 +$14.1M
2 +$10.6M
3 +$7.91M
4
SC
Sessa Capital
New York
+$4.5M
5
TAM
THB Asset Management
Connecticut
+$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$326K
102
$310K
103
$284K
104
$257K
105
$252K
106
$249K
107
$249K
108
$246K
109
$239K
110
$219K
111
$210K
112
$200K
113
$194K
114
$186K
115
$182K
116
$174K
117
$171K
118
$164K
119
$158K
120
$144K
121
$140K
122
$132K
123
$105K
124
$101K
125
$85K