AVTA

Avantax, Inc. Common Stock

Delisted

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

143 hedge funds and large institutions have $493M invested in Avantax, Inc. Common Stock in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

87% less call options, than puts

Call options by funds: $907K | Put options by funds: $6.92M

Holders
143
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
$907K
Puts
$6.92M
Net Calls
Net Calls Change

Top Buyers

1 +$9.8M
2 +$7.49M
3 +$4.75M
4
Prudential Financial
Prudential Financial
New Jersey
+$3.32M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.32M

Top Sellers

1 -$10.7M
2 -$3.52M
3 -$3.23M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.84M
5
TC
TFS Capital
Pennsylvania
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$266K
102
$259K
103
$249K
104
$241K
105
$234K
106
$214K
107
$190K
108
$188K
109
$177K
110
$170K
111
$138K
112
$129K
113
$110K
114
$109K
115
$84K
116
$83K
117
$72K
118
$66K
119
$66K
120
$62K
121
$33K
122
$28K
123
$23K
124
$19K
125
$12K