AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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150 hedge funds and large institutions have $904M invested in Avantax, Inc. Common Stock in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
4.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
22
Increased
67
Reduced
43
Closed
17
Calls
$6.8M
Puts
$2.74M
Net Calls
+$4.06M
Net Calls Change
+$144K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$22.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$16M
3
HA
3
Hays Advisory
Tennessee
$14.3M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$7.96M
5
Invesco
5
Invesco
Georgia
$9.49M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
HCM
2
Hawkeye Capital Management
Florida
$0
3
GCM
3
Gruss Capital Management
New York
$10.5M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$3.8M
5
SCA
5
SAC Capital Advisors
Connecticut
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$8.61M 374,774 – –
GF
27
Gabelli Funds
New York
$8.3M 361,100 -72,000 -17%
GI
28
GAMCO Investors
Connecticut
$8.19M 356,500 +80,450 +29%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$7.96M 346,428 +346,428 New
NI
30
Numeric Investors
Massachusetts
$7.41M 322,610 +322,610 New
MFIMFI
31
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.39M 321,408 +131,301 +69%
Public Employees Retirement Association of Colorado
32
Public Employees Retirement Association of Colorado
Colorado
$6.95M 302,444 +13,000 +4%
NAM
33
Nichols Asset Management
Massachusetts
$6.81M 296,370 +245 +0.1%
SFM
34
Systematic Financial Management
New Jersey
$6.76M 294,305 -6,340 -2%
Prudential Financial
35
Prudential Financial
New Jersey
$6.68M 290,446 +103,850 +56%
TCIM
36
TIAA CREF Investment Management
New York
$5.72M 248,694 -3,945 -2%
Principal Financial Group
37
Principal Financial Group
Iowa
$5.62M 244,364 +7,512 +3%
AQR Capital Management
38
AQR Capital Management
Connecticut
$5.11M 222,213 -34,984 -14%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$5.08M 220,867 +41,422 +23%
SCM
40
Silver Capital Management
New York
$4.68M 203,644 +6,930 +4%
CCP
41
Centaur Capital Partners
Texas
$4.45M 193,500 -31,500 -14%
PAM
42
Panagora Asset Management
Massachusetts
$4.06M 176,661 +168,924 +2,183%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$3.8M 165,287 -359,713 -69%
Ameriprise
44
Ameriprise
Minnesota
$3.63M 158,004 +5,185 +3%
GC
45
Guggenheim Capital
Illinois
$3.39M 147,489 +23,877 +19%
BIM
46
BlackRock Investment Management
Delaware
$3.35M 145,970 +3,559 +2%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$3M 130,633 -2,100 -2%
DCM
48
Dupont Capital Management
Delaware
$2.94M 128,000 +128,000 New
NFA
49
Nationwide Fund Advisors
Ohio
$2.78M 120,968 +80,437 +198%
Millennium Management
50
Millennium Management
New York
$2.76M 119,986 +36,875 +44%
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