AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $541M invested in Avantax, Inc. Common Stock in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 30 closing their positions.

Holders
156
Holders Change
-15
Holders Change %
-8.77%
% of All Funds
4.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
52
Reduced
63
Closed
30
Calls
$7.32M
Puts
$8.12M
Net Calls
-$799K
Net Calls Change
-$4.31M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.2M
2
ACM
2
Altalis Capital Management
New York
$10.7M
3
GF
3
Gabelli Funds
New York
$15.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.7M
5
KCP
5
Kenmare Capital Partners
New York
$2.72M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$69.7M
2
OCG
2
Opus Capital Group
Ohio
$0
3
TAM
3
Third Avenue Management
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
GT
5
Glenmede Trust
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
HRCM
26
Hawk Ridge Capital Management
California
$5.37M +$1.1M +72,000 +26%
Bessemer Group
27
Bessemer Group
New Jersey
$5.33M – – –
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$4.9M -$2.52M -165,235 -34%
Millennium Management
29
Millennium Management
New York
$4.25M +$2.14M +140,618 +102%
NI
30
Numeric Investors
Massachusetts
$3.91M +$1.13M +74,200 +41%
Principal Financial Group
31
Principal Financial Group
Iowa
$3.77M -$150K -9,834 -4%
BP
32
BBR Partners
New York
$3.51M – – –
Geode Capital Management
33
Geode Capital Management
Massachusetts
$3.46M +$57.7K +3,784 +2%
SFM
34
Systematic Financial Management
New Jersey
$3.4M -$1.2M -78,550 -26%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$3.05M -$677K -44,400 -18%
CCP
36
Centaur Capital Partners
Texas
$2.97M +$457K +30,000 +18%
TCIM
37
TIAA CREF Investment Management
New York
$2.87M -$36.4K -2,387 -1%
TA
38
Teton Advisors
New York
$2.85M +$477K +31,300 +20%
Ameriprise
39
Ameriprise
Minnesota
$2.84M +$111K +7,296 +4%
KCP
40
Kenmare Capital Partners
New York
$2.72M +$2.72M +178,473 New
MCM
41
Moore Capital Management
New York
$2.67M +$1.41M +92,701 +112%
BIM
42
BlackRock Investment Management
Delaware
$2.49M +$26.8K +1,760 +1%
TAM
43
Tealwood Asset Management
Minnesota
$2.35M +$54.9K +3,605 +2%
Prudential Financial
44
Prudential Financial
New Jersey
$2.3M -$761K -49,906 -25%
Charles Schwab
45
Charles Schwab
California
$2.29M +$40K +2,625 +2%
Barclays
46
Barclays
United Kingdom
$2.18M -$1.7M -113,396 -44%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$2.05M -$6.1K -400 -0.3%
Invesco
48
Invesco
Georgia
$2.05M -$209K -13,693 -9%
Citadel Advisors
49
Citadel Advisors
Florida
$1.85M -$2.34M -153,714 -56%
CEI
50
Clark Estates Inc
New York
$1.83M – – –
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