AVTA

Avantax, Inc. Common Stock

Delisted

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

149 hedge funds and large institutions have $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $877M → $829M (-$48.7M)

49% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 67

Holders
149
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
$3.84M
Puts
$2.41M
Net Calls
Net Calls Change

Top Sellers

1 -$8.05M
2 -$7.96M
3 -$7.52M
4
P2P
Phase 2 Partners
California
-$7.35M
5
BlackRock
BlackRock
New York
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$236K
102
$235K
103
$219K
104
$215K
105
$214K
106
$205K
107
$195K
108
$187K
109
$187K
110
$155K
111
$146K
112
$143K
113
$134K
114
$126K
115
$114K
116
$93K
117
$74K
118
$69K
119
$69K
120
$60K
121
$56.9K
122
$52K
123
$35.8K
124
$33K
125
$31K