AVTA

Avantax, Inc. Common Stock

Delisted

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

141 hedge funds and large institutions have $682M invested in Avantax, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

45% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 62

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.6M
Puts
$19.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$236K
102
$235K
103
$211K
104
$206K
105
$203K
106
$190K
107
$190K
108
$182K
109
$181K
110
$133K
111
$101K
112
$100K
113
$96K
114
$91K
115
$79K
116
$79K
117
$66K
118
$45K
119
$44K
120
$36K
121
$30K
122
$23K
123
$10.3K
124
$10K
125
$4.21K