Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
204 hedge funds and large institutions have $1.09B invested in Avantax, Inc. Common Stock in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 15 closing their positions.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
68% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 56
61% more call options, than puts
Call options by funds: $5.9M | Put options by funds: $3.66M
23% more capital invested
Capital invested by funds: $882M → $1.09B (+$206M)
6% more funds holding
Funds holding: 193 → 204 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.6M |
| 3 |
Renaissance Technologies
New York
|
+$5.04M |
| 4 |
JP Morgan Chase
New York
|
+$4.74M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.3M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$9.06M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$8.4M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.65M |
| 5 |
PC
Permit Capital
West Conshohocken,
Pennsylvania
|
-$3.6M |
AVTA Hedge Fund Activity: Q3 2017 in Review
204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2017, worth a combined $1.09B — up 23% from $882M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AVTA positions and 15 closed out — a net gain of 15 holders — while 94 added to existing stakes and 56 trimmed.
The largest buyer was BlackRock, adding an estimated $13.7M. The largest seller was Wellington Management Group, cutting an estimated $20.3M.
- 204 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2017, up from 193 in Q2 2017.
- Funds reported $1.09B of Avantax, Inc. Common Stock stock for Q3 2017, up 23% quarter-over-quarter.
- 30 funds opened new Avantax, Inc. Common Stock positions in Q3 2017 and 15 closed out, a net change of +15 holders.
- The largest Avantax, Inc. Common Stock buyer in Q3 2017 was BlackRock, an estimated $13.7M added.
- The largest Avantax, Inc. Common Stock seller in Q3 2017 was Wellington Management Group, an estimated $20.3M sold.
Based on aggregated 13F filings for Q3 2017.