AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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171 hedge funds and large institutions have $744M invested in Avantax, Inc. Common Stock in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
69
Reduced
56
Closed
32
Calls
$8.63M
Puts
$5.12M
Net Calls
+$3.51M
Net Calls Change
+$1.42M

Top Buyers

1
PRCM
1
Pine River Capital Management
Minnesota
$16.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$13.9M
3
PCM
3
Proxima Capital Management
New York
$10.7M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$8.45M
5
Norges Bank
5
Norges Bank
Norway
$14.1M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
BIT
2
BlackRock Institutional Trust
California
$28.2M
3
Invesco
3
Invesco
Georgia
$2.79M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
JCAM
5
Jericho Capital Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$8.28M +$2.14M +113,228 +35%
RA
27
Royce & Associates
New York
$8.03M +$1.33M +70,700 +20%
BA
28
BlackRock Advisors
Delaware
$7.75M -$209K -11,091 -3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$7.51M -$247K -13,091 -3%
Bessemer Group
30
Bessemer Group
New Jersey
$6.61M +$6.61M +350,000 New
SFM
31
Systematic Financial Management
New Jersey
$5.7M -$410K -21,746 -7%
HRCM
32
Hawk Ridge Capital Management
California
$5.29M +$5.29M +280,557 New
Citadel Advisors
33
Citadel Advisors
Florida
$5.2M +$2.62M +138,822 +102%
ACM
34
Altalis Capital Management
New York
$5.19M +$1.23M +65,239 +31%
Principal Financial Group
35
Principal Financial Group
Iowa
$4.86M -$339K -17,989 -7%
Barclays
36
Barclays
United Kingdom
$4.65M +$3.13M +173,983 +206%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$4.61M +$927K +49,100 +25%
TA
38
Tiptree Advisors
New York
$4.5M +$4.5M +238,650 New
BP
39
BBR Partners
New York
$4.34M – – –
Geode Capital Management
40
Geode Capital Management
Massachusetts
$4.22M +$65.1K +3,453 +2%
PAM
41
Panagora Asset Management
Massachusetts
$3.98M -$4.66M -246,700 -54%
Prudential Financial
42
Prudential Financial
New Jersey
$3.79M -$336K -17,794 -8%
TCIM
43
TIAA CREF Investment Management
New York
$3.59M +$377K +19,983 +12%
NI
44
Numeric Investors
Massachusetts
$3.45M -$420K -22,282 -11%
Ameriprise
45
Ameriprise
Minnesota
$3.38M +$155K +8,192 +5%
CCP
46
Centaur Capital Partners
Texas
$3.11M +$3.11M +165,000 New
BIM
47
BlackRock Investment Management
Delaware
$3.06M +$283K +15,005 +10%
TA
48
Teton Advisors
New York
$2.94M +$1.14M +60,567 +63%
TAM
49
Tealwood Asset Management
Minnesota
$2.84M +$752K +39,840 +36%
Invesco
50
Invesco
Georgia
$2.79M -$8.41M -445,557 -75%
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