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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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146 hedge funds and large institutions have $716M invested in Avantax, Inc. Common Stock in 2013 Q2 according to their latest regulatory filings, with 146 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $1.43M

Holders
146
Holders Change
+146
Holders Change %
–
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
146
Increased
–
Reduced
–
Closed
–
Calls
$5.34M
Puts
$1.43M
Net Calls
+$3.92M
Net Calls Change
+$3.92M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
26
Systematic Financial Management
New Jersey
$5.57M +$5.11M +300,645 New
NAM
27
Nichols Asset Management
Massachusetts
$5.49M +$5.03M +296,125 New
Public Employees Retirement Association of Colorado
28
Public Employees Retirement Association of Colorado
Colorado
$5.37M +$4.92M +289,444 New
GI
29
GAMCO Investors
Connecticut
$5.12M +$4.69M +276,050 New
AQR Capital Management
30
AQR Capital Management
Connecticut
$4.77M +$4.37M +257,197 New
TCIM
31
TIAA CREF Investment Management
New York
$4.68M +$4.29M +252,639 New
Principal Financial Group
32
Principal Financial Group
Iowa
$4.39M +$4.02M +236,852 New
PCM
33
Portolan Capital Management
Massachusetts
$4.19M +$3.84M +226,043 New
CCP
34
Centaur Capital Partners
Texas
$4.17M +$3.82M +225,000 New
SCM
35
Silver Capital Management
New York
$3.65M +$3.34M +196,714 New
MFIMFI
36
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.52M +$3.23M +190,107 New
Prudential Financial
37
Prudential Financial
New Jersey
$3.46M +$3.17M +186,596 New
Geode Capital Management
38
Geode Capital Management
Massachusetts
$3.33M +$3.05M +179,445 New
ARTA
39
A.R.T. Advisors
New York
$3.15M +$2.88M +169,677 New
BCM
40
BBT Capital Management
Texas
$3.11M +$2.85M +167,597 New
TPM
41
T2 Partners Management
New York
$2.97M +$2.72M +160,000 New
Ameriprise
42
Ameriprise
Minnesota
$2.83M +$2.6M +152,819 New
Barclays
43
Barclays
United Kingdom
$2.78M +$2.55M +149,882 New
BIM
44
BlackRock Investment Management
Delaware
$2.64M +$2.42M +142,411 New
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$2.46M +$2.25M +132,733 New
GC
46
Guggenheim Capital
Illinois
$2.29M +$2.1M +123,612 New
HCM
47
Highbridge Capital Management
New York
$2.21M +$2.02M +119,090 New
Deutsche Bank
48
Deutsche Bank
Germany
$2.11M +$1.93M +113,629 New
Two Sigma Investments
49
Two Sigma Investments
New York
$1.95M +$1.79M +105,371 New
Charles Schwab
50
Charles Schwab
California
$1.84M +$1.64M +96,408 New
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AVTA Hedge Fund Activity: Q2 2013 in Review

146 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2013, worth a combined $716M.

Buyers outnumbered sellers: 146 funds opened new AVTA positions and 0 closed out — a net gain of 146 holders — while 0 added to existing stakes and 0 trimmed.

  • 146 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $716M of Avantax, Inc. Common Stock stock for Q2 2013.
  • 146 funds opened new Avantax, Inc. Common Stock positions in Q2 2013 and 0 closed out, a net change of +146 holders.

Based on aggregated 13F filings for Q2 2013.