Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
151 hedge funds and large institutions have $422M invested in Avantax, Inc. Common Stock in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 29 closing their positions.
0.01% more ownership
Funds ownership: 93.3% → 93.31% (+0.01%)
7% less funds holding
Funds holding: 162 → 151 (-11)
17% less capital invested
Capital invested by funds: $510M → $422M (-$87.5M)
30% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 60
38% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 29
77% less call options, than puts
Call options by funds: $952K | Put options by funds: $4.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$14.3M |
| 2 |
AC
Armistice Capital
New York
|
+$10.5M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$7.66M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.1M |
| 5 |
D.E. Shaw & Co
New York
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$19.3M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$8.84M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$4.04M |
| 4 |
BlackRock
New York
|
-$2.99M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.93M |
AVTA Hedge Fund Activity: Q3 2020 in Review
151 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2020, worth a combined $422M — down 17% from $510M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of AVTA and 18 opened new positions — a net loss of 11 holders — while 60 trimmed existing stakes and 42 added.
The largest buyer was Van Berkom & Associates, adding an estimated $14.3M. The largest seller was Wellington Management Group, exiting entirely with an estimated $19.3M sold.
- 151 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2020, down from 162 in Q2 2020.
- Funds reported $422M of Avantax, Inc. Common Stock stock for Q3 2020, down 17% quarter-over-quarter.
- 18 funds opened new Avantax, Inc. Common Stock positions in Q3 2020 and 29 closed out, a net change of -11 holders.
- The largest Avantax, Inc. Common Stock buyer in Q3 2020 was Van Berkom & Associates, an estimated $14.3M added.
- The largest Avantax, Inc. Common Stock seller in Q3 2020 was Wellington Management Group, an estimated $19.3M sold.
Based on aggregated 13F filings for Q3 2020.