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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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149 hedge funds and large institutions have $691M invested in Avantax, Inc. Common Stock in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more capital invested

Capital invested by funds: $420M → $691M (+$270M)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

8% less call options, than puts

Call options by funds: $4.17M | Put options by funds: $4.52M

1% less funds holding

Funds holding: 151 → 149 (-2)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
52
Reduced
53
Closed
20
Calls
$4.17M
Puts
$4.52M
Net Calls
-$351K
Net Calls Change
+$2.9M

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$9.89M
2
GGPE
Golden Gate Private Equity
California
+$7.84M
3
UBS Group
UBS Group
Switzerland
+$6.62M
4
BlackRock
BlackRock
New York
+$5.18M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.86M

Top Sellers

Rank Fund Capital Flow
1
AC
Armistice Capital
New York
-$20.4M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$10.5M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.9M
4
EWM
Empirical Wealth Management
Washington
-$3.36M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
151
Carillon Tower Advisers
Florida
– -$1.02M -108,836 Closed
MC
152
Maverick Capital
Texas
– -$1.02M -108,327 Closed
Voloridge Investment Management
153
Voloridge Investment Management
Florida
– -$747K -79,329 Closed
Connor, Clark & Lunn Investment Management (CC&L)
154
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$571K -60,637 Closed
DTL
155
Dynamic Technology Lab
Singapore
– -$490K -52,048 Closed
BIM
156
Bogle Investment Management
Massachusetts
– -$392K -41,644 Closed
ECM
157
ExodusPoint Capital Management
New York
– -$345K -36,578 Closed
HF
158
HRT Financial
New York
– -$292K -31,033 Closed
TI
159
Trexquant Investment
Connecticut
– -$260K -27,585 Closed
ACM
160
AlphaCrest Capital Management
New York
– -$181K -19,211 Closed
GI
161
GAMCO Investors
Connecticut
– -$125K -13,254 Closed
Man Group
162
Man Group
United Kingdom
– -$119K -12,627 Closed
PFS
163
Prospera Financial Services
Texas
– -$1K -150 Closed
ME
164
McIlrath & Eck
Washington
– -$1K -113 Closed
3 4 5 6
7

AVTA Hedge Fund Activity: Q4 2020 in Review

149 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2020, worth a combined $691M — up 64% from $420M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AVTA and 18 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 52 added.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $9.89M. The largest seller was Armistice Capital, cutting an estimated $20.4M.

  • 149 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2020, down from 151 in Q3 2020.
  • Funds reported $691M of Avantax, Inc. Common Stock stock for Q4 2020, up 64% quarter-over-quarter.
  • 18 funds opened new Avantax, Inc. Common Stock positions in Q4 2020 and 20 closed out, a net change of -2 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q4 2020 was Ancora Advisors, an estimated $9.89M added.
  • The largest Avantax, Inc. Common Stock seller in Q4 2020 was Armistice Capital, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2020.