Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
140 hedge funds and large institutions have $181M invested in Avantax, Inc. Common Stock in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 37 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
73% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 37
3% less funds holding
Funds holding: 144 → 140 (-4)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
49% less capital invested
Capital invested by funds: $358M → $181M (-$177M)
93% less call options, than puts
Call options by funds: $961K | Put options by funds: $14.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Armistice Capital
New York
|
+$7.55M |
| 2 |
Renaissance Technologies
New York
|
+$3.29M |
| 3 |
PC
Permit Capital
West Conshohocken,
Pennsylvania
|
+$2.42M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$2.18M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$21.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.99M |
| 3 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
-$3.47M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.02M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$2.96M |
AVTA Hedge Fund Activity: Q1 2016 in Review
140 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2016, worth a combined $181M — down 49% from $358M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of AVTA and 17 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 64 added.
The largest buyer was Armistice Capital, adding an estimated $7.55M. The largest seller was Numeric Investors, exiting entirely with an estimated $21.7M sold.
- 140 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2016, down from 144 in Q4 2015.
- Funds reported $181M of Avantax, Inc. Common Stock stock for Q1 2016, down 49% quarter-over-quarter.
- 17 funds opened new Avantax, Inc. Common Stock positions in Q1 2016 and 20 closed out, a net change of -3 holders.
- The largest Avantax, Inc. Common Stock buyer in Q1 2016 was Armistice Capital, an estimated $7.55M added.
- The largest Avantax, Inc. Common Stock seller in Q1 2016 was Numeric Investors, an estimated $21.7M sold.
Based on aggregated 13F filings for Q1 2016.