AVTA

Avantax, Inc. Common Stock

Delisted

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

147 hedge funds and large institutions have $755M invested in Avantax, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

47% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 64

92% less call options, than puts

Call options by funds: $219K | Put options by funds: $2.77M

Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$219K
Puts
$2.77M
Net Calls
Net Calls Change

Top Buyers

1 +$19.6M
2 +$9.17M
3 +$9.11M
4
Millennium Management
Millennium Management
New York
+$4.85M
5
Goldman Sachs
Goldman Sachs
New York
+$3.14M

Top Sellers

1 -$11.8M
2 -$10.5M
3 -$10.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.8M
5
NSGL
No Street GP LP
California
-$9.77M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$141M
2
$95.8M
3
$51.5M
4
$49.2M
5
$46.3M
6
$36.8M
7
$33.8M
8
$28.2M
9
$20.5M
10
$19.6M
11
$19M
12
$17.5M
13
$17.4M
14
$15.6M
15
$11M
16
$9.7M
17
$7.67M
18
$6.85M
19
$6.7M
20
$6.68M
21
$5.72M
22
$5.6M
23
$5.55M
24
$4.92M
25
$4.23M