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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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150 hedge funds and large institutions have $904M invested in Avantax, Inc. Common Stock in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $6.8M | Put options by funds: $2.74M

56% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 43

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

26% more capital invested

Capital invested by funds: $716M → $904M (+$187M)

3% more funds holding

Funds holding: 146 → 150 (+4)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
4.86%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
22
Increased
67
Reduced
43
Closed
17
Calls
$6.8M
Puts
$2.74M
Net Calls
+$4.06M
Net Calls Change
+$144K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$18.3M
2
Artisan Partners
Artisan Partners
Wisconsin
+$13.5M
3
HA
Hays Advisory
Tennessee
+$13M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$7.21M
5
Invesco
Invesco
Georgia
+$6.82M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.3M
2
HCM
Hawkeye Capital Management
Florida
-$16.3M
3
GCM
Gruss Capital Management
New York
-$12.2M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$7.49M
5
SCA
SAC Capital Advisors
Connecticut
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
151
T2 Partners Management
New York
– -$2.97M -160,000 Closed
CEI
152
Clark Estates Inc
New York
– -$1.69M -91,000 Closed
TC
153
TFS Capital
Pennsylvania
– -$1.59M -85,686 Closed
Bessemer Group
154
Bessemer Group
New Jersey
– -$1.57M -84,800 Closed
AA
155
Ancora Advisors
Ohio
– -$1.42M -76,350 Closed
HHC
156
Hutchin Hill Capital
New York
– -$1.14M -61,692 Closed
MWNA
157
Marshall Wace North America
New York
– -$1.02M -55,023 Closed
GAM
158
Gotham Asset Management
New York
– -$740K -39,922 Closed
AG
159
Algert Global
California
– -$500K -26,946 Closed
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$440K -23,740 Closed
PG
161
PEAK6 Group
Illinois
– -$254K -12,179 Closed
AFG
162
American Financial Group
Ohio
– -$197K -10,619 Closed
CWA
163
Constellation Wealth Advisors
New York
– -$185K -10,000 Closed
MA
164
MUFG Americas
New York
– -$2K -100 Closed
Credit Agricole
165
Credit Agricole
France
– +$62 +3 New
3 4 5 6
7

AVTA Hedge Fund Activity: Q3 2013 in Review

150 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2013, worth a combined $904M — up 26% from $716M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVTA positions and 17 closed out — a net gain of 5 holders — while 67 added to existing stakes and 43 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $21.3M.

  • 150 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2013, up from 146 in Q2 2013.
  • Funds reported $904M of Avantax, Inc. Common Stock stock for Q3 2013, up 26% quarter-over-quarter.
  • 22 funds opened new Avantax, Inc. Common Stock positions in Q3 2013 and 17 closed out, a net change of +5 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q3 2013 was Deutsche Bank, an estimated $18.3M added.
  • The largest Avantax, Inc. Common Stock seller in Q3 2013 was Fidelity Investments, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2013.