AVTA

Avantax, Inc. Common Stock

Delisted

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

165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

11% less capital invested

Capital invested by funds: $541M → $484M (-$57.6M)

25% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 61

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$3.92M
Net Calls
Net Calls Change

Top Sellers

1 -$13.7M
2 -$11.2M
3 -$10.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$7.78M
5
Morgan Stanley
Morgan Stanley
New York
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$64.2M
2
$46.9M
3
$37.4M
4
$33.4M
5
$20.6M
6
$14.5M
7
$14.5M
8
$12.4M
9
$11.6M
10
$11.3M
11
$8.23M
12
$7.86M
13
$7.19M
14
$6.99M
15
$6.95M
16
$6.89M
17
$6.44M
18
$6.27M
19
$6.07M
20
$6.02M
21
$5.92M
22
$5.64M
23
$5.55M
24
$5.23M
25
$5.21M