AVTA

Avantax, Inc. Common Stock

Delisted

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

150 hedge funds and large institutions have $345M invested in Avantax, Inc. Common Stock in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested 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:

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

58% less call options, than puts

Call options by funds: $6.87M | Put options by funds: $16.4M

Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.87M
Puts
$16.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$36.1M
2
$32.6M
3
$28.2M
4
$19.9M
5
$12.7M
6
$11.7M
7
$11.4M
8
$10.7M
9
$10.4M
10
$10.4M
11
$10.3M
12
$9.8M
13
$9.48M
14
$7.54M
15
$6.03M
16
$5.87M
17
$5.23M
18
$5.18M
19
$4.86M
20
$4.66M
21
$4.38M
22
$3.37M
23
$3.07M
24
$3.02M
25
$2.81M