AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

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.

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 Market Value Shares Shares
Change 		Shares
Change %
SFM
26
Systematic Financial Management
New Jersey
$5.57M 300,645 +300,645 New
NAM
27
Nichols Asset Management
Massachusetts
$5.49M 296,125 +296,125 New
Public Employees Retirement Association of Colorado
28
Public Employees Retirement Association of Colorado
Colorado
$5.37M 289,444 +289,444 New
GI
29
GAMCO Investors
Connecticut
$5.12M 276,050 +276,050 New
AQR Capital Management
30
AQR Capital Management
Connecticut
$4.77M 257,197 +257,197 New
TCIM
31
TIAA CREF Investment Management
New York
$4.68M 252,639 +252,639 New
Principal Financial Group
32
Principal Financial Group
Iowa
$4.39M 236,852 +236,852 New
PCM
33
Portolan Capital Management
Massachusetts
$4.19M 226,043 +226,043 New
CCP
34
Centaur Capital Partners
Texas
$4.17M 225,000 +225,000 New
SCM
35
Silver Capital Management
New York
$3.65M 196,714 +196,714 New
MFIMFI
36
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.53M 190,107 +190,107 New
Prudential Financial
37
Prudential Financial
New Jersey
$3.46M 186,596 +186,596 New
Geode Capital Management
38
Geode Capital Management
Massachusetts
$3.33M 179,445 +179,445 New
ARTA
39
A.R.T. Advisors
New York
$3.15M 169,677 +169,677 New
BCM
40
BBT Capital Management
Texas
$3.11M 167,597 +167,597 New
TPM
41
T2 Partners Management
New York
$2.97M 160,000 +160,000 New
Ameriprise
42
Ameriprise
Minnesota
$2.83M 152,819 +152,819 New
Barclays
43
Barclays
United Kingdom
$2.78M 149,882 +149,882 New
BIM
44
BlackRock Investment Management
Delaware
$2.64M 142,411 +142,411 New
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$2.46M 132,733 +132,733 New
GC
46
Guggenheim Capital
Illinois
$2.29M 123,612 +123,612 New
HCM
47
Highbridge Capital Management
New York
$2.21M 119,090 +119,090 New
Deutsche Bank
48
Deutsche Bank
Germany
$2.11M 113,629 +113,629 New
Two Sigma Investments
49
Two Sigma Investments
New York
$1.95M 105,371 +105,371 New
Charles Schwab
50
Charles Schwab
California
$1.84M 96,408 +96,408 New
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