AVTA

Avantax, Inc. Common Stock

Delisted

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

161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

89% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $10.5M

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11M
Puts
$10.5M
Net Calls
Net Calls Change

Top Buyers

1 +$23.9M
2 +$22.8M
3 +$22.1M
4
Morgan Stanley
Morgan Stanley
New York
+$20.3M
5
WIC
Water Island Capital
New York
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$445K
102
$431K
103
$421K
104
$420K
105
$419K
106
$418K
107
$407K
108
$390K
109
$390K
110
$387K
111
$381K
112
$366K
113
$346K
114
$298K
115
$289K
116
$289K
117
$289K
118
$280K
119
$267K
120
$263K
121
$260K
122
$250K
123
$215K
124
$214K
125
$121K