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AVTA

Avantax, Inc. Common Stock
AVTA

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

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

24% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $8.83M

22% more capital invested

Capital invested by funds: $1.83B → $2.23B (+$403M)

7% more funds holding

Funds holding: 166 → 177 (+11)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
5.11%
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

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$301M
2
OCG
Opus Capital Group
Ohio
+$17.9M
3
BIT
BlackRock Institutional Trust
California
+$15M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$9.49M
5
GF
Gabelli Funds
New York
+$7.68M

Top Sellers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
-$29.1M
2
FA
Friess Associates
Delaware
-$19.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$15.6M
4
RCM
Raging Capital Management
New Jersey
-$15.3M
5
Northern Trust
Northern Trust
Illinois
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$7.74M +$9.09M +392,913 New
Norges Bank
27
Norges Bank
Norway
$7.38M – – –
RA
28
Royce & Associates
New York
$6.99M -$696K -30,100 -8%
Goldman Sachs
29
Goldman Sachs
New York
$6.62M +$438K +18,930 +6%
Renaissance Technologies
30
Renaissance Technologies
New York
$6.41M -$15.6M -675,428 -67%
SFM
31
Systematic Financial Management
New Jersey
$6.37M +$2.45M +106,140 +49%
JCAM
32
Jericho Capital Asset Management
New York
$6.28M – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$5.62M +$4.7M +203,366 +248%
Principal Financial Group
34
Principal Financial Group
Iowa
$5.42M +$461K +19,916 +8%
U
35
UBS
Switzerland
$5.28M +$5.36M +231,673 +639%
HCS
36
Harvest Capital Strategies
California
$5.12M +$6.01M +260,000 New
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$4.94M -$11.8M -508,789 -67%
Bank of America
38
Bank of America
North Carolina
$4.64M +$3.77M +163,238 +226%
BP
39
BBR Partners
New York
$4.53M – – –
Geode Capital Management
40
Geode Capital Management
Massachusetts
$4.33M +$367K +15,862 +8%
Prudential Financial
41
Prudential Financial
New Jersey
$4.3M -$428K -18,500 -8%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$4.18M -$1.85M -80,000 -27%
ACM
43
Altalis Capital Management
New York
$4.13M +$4.85M +209,700 New
AQR Capital Management
44
AQR Capital Management
Connecticut
$4.07M +$1.04M +45,035 +28%
NI
45
Numeric Investors
Massachusetts
$4.03M -$5.57M -240,877 -54%
PRCM
46
Pine River Capital Management
Minnesota
$3.9M -$117K -5,075 -2%
CS
47
Credit Suisse
Switzerland
$3.88M +$1.88M +81,247 +70%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$3.84M +$1.45M +62,800 +47%
GAM
49
Gotham Asset Management
New York
$3.75M +$4.4M +190,323 New
Ameriprise
50
Ameriprise
Minnesota
$3.36M -$695K -30,070 -15%
1
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AVTA Hedge Fund Activity: Q1 2014 in Review

177 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2014, worth a combined $2.23B — up 22% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AVTA positions and 27 closed out — a net gain of 11 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $301M. The largest seller was Putnam Investments, exiting entirely with an estimated $29.1M sold.

  • 177 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2014, up from 166 in Q4 2013.
  • Funds reported $2.23B of Avantax, Inc. Common Stock stock for Q1 2014, up 22% quarter-over-quarter.
  • 38 funds opened new Avantax, Inc. Common Stock positions in Q1 2014 and 27 closed out, a net change of +11 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q1 2014 was BNP Paribas Financial Markets, an estimated $301M added.
  • The largest Avantax, Inc. Common Stock seller in Q1 2014 was Putnam Investments, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2014.