AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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177 hedge funds and large institutions have $2.23B invested in Avantax, Inc. Common Stock in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
38
Increased
66
Reduced
48
Closed
27
Calls
$10.9M
Puts
$8.83M
Net Calls
+$2.08M
Net Calls Change
-$772K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.44B
2
OCG
Opus Capital Group
Ohio
$15.3M
3
BIT
BlackRock Institutional Trust
California
$43M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$8.08M
5
GF
Gabelli Funds
New York
$11.8M

Top Sellers

1
PI
Putnam Investments
Massachusetts
$0
2
FA
Friess Associates
Delaware
$0
3
RCM
Raging Capital Management
New Jersey
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$6.41M
5
NAM
Nichols Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$7.74M +$7.74M +392,913 New
Norges Bank
27
Norges Bank
Norway
$7.38M – – –
RA
28
Royce & Associates
New York
$6.99M -$593K -30,100 -8%
Goldman Sachs
29
Goldman Sachs
New York
$6.62M +$373K +18,930 +6%
Renaissance Technologies
30
Renaissance Technologies
New York
$6.41M -$13.3M -675,428 -67%
SFM
31
Systematic Financial Management
New Jersey
$6.37M +$2.09M +106,140 +49%
JCAM
32
Jericho Capital Asset Management
New York
$6.28M – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$5.62M +$4M +203,366 +248%
Principal Financial Group
34
Principal Financial Group
Iowa
$5.42M +$392K +19,916 +8%
U
35
UBS
Switzerland
$5.28M +$4.56M +231,673 +639%
HCS
36
Harvest Capital Strategies
California
$5.12M +$5.12M +260,000 New
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$4.94M -$10M -508,789 -67%
Bank of America
38
Bank of America
North Carolina
$4.64M +$3.21M +163,238 +226%
BP
39
BBR Partners
New York
$4.53M – – –
Geode Capital Management
40
Geode Capital Management
Massachusetts
$4.33M +$312K +15,862 +8%
Prudential Financial
41
Prudential Financial
New Jersey
$4.3M -$364K -18,500 -8%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$4.18M -$1.58M -80,000 -27%
ACM
43
Altalis Capital Management
New York
$4.13M +$4.13M +209,700 New
AQR Capital Management
44
AQR Capital Management
Connecticut
$4.07M +$887K +45,035 +28%
NI
45
Numeric Investors
Massachusetts
$4.03M -$4.74M -240,877 -54%
PRCM
46
Pine River Capital Management
Minnesota
$3.9M -$99.9K -5,075 -2%
CS
47
Credit Suisse
Switzerland
$3.88M +$1.6M +81,247 +70%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$3.84M +$1.24M +62,800 +47%
GAM
49
Gotham Asset Management
New York
$3.75M +$3.75M +190,323 New
Ameriprise
50
Ameriprise
Minnesota
$3.36M -$592K -30,070 -15%
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