AVTA

Avantax, Inc. Common Stock

Delisted

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

152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

88% less call options, than puts

Call options by funds: $923K | Put options by funds: $7.68M

Holders
152
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
$923K
Puts
$7.68M
Net Calls
Net Calls Change

Top Buyers

1 +$14.1M
2 +$10.6M
3 +$7.91M
4
SC
Sessa Capital
New York
+$4.5M
5
TAM
THB Asset Management
Connecticut
+$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$83K
127
$74K
128
$56K
129
$51K
130
$48K
131
$47K
132
$40K
133
$40K
134
$38K
135
$32K
136
$29K
137
$20K
138
$16K
139
$16K
140
$13.7K
141
$6K
142
$4K
143
$2K
144
$2K
145
$1.13K
146
$1K
147
$1K
148
$1K
149
$1K
150
$386