AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
46
Reduced
61
Closed
22
Calls
$9.16M
Puts
$3.92M
Net Calls
+$5.24M
Net Calls Change
+$6.04M

Top Buyers

1
LC
1
Loews Corp
New York
$14.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$7.86M
3
OFM
3
Okumus Fund Management
Cayman Islands
$6.99M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.5M
5
NI
5
Numeric Investors
Massachusetts
$8.23M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$5.55M
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
PRCM
3
Pine River Capital Management
Minnesota
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.56M +$3.33M +240,442 +271%
PCM
27
Proxima Capital Management
New York
$4.47M -$1.75M -126,501 -28%
SFM
28
Systematic Financial Management
New Jersey
$4.4M +$1.31M +94,756 +42%
Allianz Asset Management
29
Allianz Asset Management
Germany
$3.83M -$2.36M -170,628 -38%
Principal Financial Group
30
Principal Financial Group
Iowa
$3.44M +$13K +940 +0.4%
GC
31
Guggenheim Capital
Illinois
$3.37M +$2.57M +185,221 +318%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$3.18M +$35.1K +2,537 +1%
BP
33
BBR Partners
New York
$2.91M -$277K -20,000 -9%
Renaissance Technologies
34
Renaissance Technologies
New York
$2.86M -$7.78M -561,700 -73%
BIM
35
Bogle Investment Management
Massachusetts
$2.82M +$2.82M +203,378 New
TA
36
Teton Advisors
New York
$2.8M +$208K +15,000 +8%
Ameriprise
37
Ameriprise
Minnesota
$2.62M +$44K +3,179 +2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$2.61M +$1.3M +94,053 +100%
SSCM
39
Summit Street Capital Management
New York
$2.52M +$2.52M +182,232 New
KCP
40
Kenmare Capital Partners
New York
$2.47M – – –
TCIM
41
TIAA CREF Investment Management
New York
$2.45M -$152K -10,973 -6%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$2.36M -$406K -29,300 -15%
CEI
43
Clark Estates Inc
New York
$2.33M +$665K +48,000 +40%
Prudential Financial
44
Prudential Financial
New Jersey
$2.3M +$208K +15,000 +10%
BIM
45
BlackRock Investment Management
Delaware
$2.24M -$29.1K -2,100 -1%
AQR Capital Management
46
AQR Capital Management
Connecticut
$2.2M +$2.2M +159,097 New
Two Sigma Investments
47
Two Sigma Investments
New York
$2.15M +$1.76M +127,343 +461%
Charles Schwab
48
Charles Schwab
California
$2.03M -$46.7K -3,368 -2%
Invesco
49
Invesco
Georgia
$2.03M +$169K +12,208 +9%
Bessemer Group
50
Bessemer Group
New Jersey
$1.9M -$2.94M -212,638 -61%
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