Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
193 hedge funds and large institutions have $1.53B invested in Avantax, Inc. Common Stock in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 28 closing their positions.
25% more call options, than puts
Call options by funds: $5.64M | Put options by funds: $4.53M
24% more capital invested
Capital invested by funds: $1.23B → $1.53B (+$302M)
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
1% more funds holding
Funds holding: 192 → 193 (+1)
7% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$8.74M |
| 2 |
Millennium Management
New York
|
+$8.28M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.27M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.18M |
| 5 |
Bank of New York Mellon
New York
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$9.79M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$7.25M |
| 3 |
Morgan Stanley
New York
|
-$6.06M |
| 4 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$5.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.02M |
AVTA Hedge Fund Activity: Q1 2019 in Review
193 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2019, worth a combined $1.53B — up 24% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AVTA positions and 28 closed out — a net gain of 1 holder — while 63 added to existing stakes and 68 trimmed.
The largest buyer was Park West Asset Management, opening a new position worth an estimated $8.74M. The largest seller was Harvest Capital Strategies, exiting entirely with an estimated $9.79M sold.
- 193 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2019, up from 192 in Q4 2018.
- Funds reported $1.53B of Avantax, Inc. Common Stock stock for Q1 2019, up 24% quarter-over-quarter.
- 29 funds opened new Avantax, Inc. Common Stock positions in Q1 2019 and 28 closed out, a net change of +1 holder.
- The largest Avantax, Inc. Common Stock buyer in Q1 2019 was Park West Asset Management, an estimated $8.74M added.
- The largest Avantax, Inc. Common Stock seller in Q1 2019 was Harvest Capital Strategies, an estimated $9.79M sold.
Based on aggregated 13F filings for Q1 2019.