AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Trends Analyst Outlook Journalist POV
Delisted

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

Back to rankings

151 hedge funds and large institutions have $420M invested in Avantax, Inc. Common Stock in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

77% less call options, than puts

Call options by funds: $952K | Put options by funds: $4.21M

Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$952K
Puts
$4.21M
Net Calls
Net Calls Change

Top Buyers

1
+$12.1M
2
+$8.97M
3
+$6.52M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.49M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.18M

Top Sellers

1
-$19.3M
2
-$7.53M
3
-$3.44M
4
BlackRock
BlackRock
New York
-$2.55M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
151
–
152
–
153
–
154
–
155
–
156
–
157
–
158
–
159
–
160
–
161
–
162
–
163
–
164
–
165
–
166
–
167
–
168
–
169
–
170
–
3 4 5 6
7