AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
152
Holders Change
-13
Holders Change %
-7.88%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
17
Increased
52
Reduced
56
Closed
28
Calls
$923K
Puts
$7.68M
Net Calls
-$6.75M
Net Calls Change
-$12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
AC
2
Armistice Capital
New York
$10.6M
3
HCS
3
Harvest Capital Strategies
California
$7.91M
4
SC
4
Sessa Capital
New York
$4.5M
5
TAM
5
THB Asset Management
Connecticut
$3.93M

Top Sellers

1
GF
1
Gabelli Funds
New York
$4.46M
2
OFM
2
Okumus Fund Management
Cayman Islands
$0
3
HA
3
Hays Advisory
Tennessee
$1.32M
4
BA
4
BlackRock Advisors
Delaware
$2.01M
5
PCM
5
Proxima Capital Management
New York
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Artisan Partners
26
Artisan Partners
Wisconsin
$4.39M 321,366 -180,470 -36%
TAM
27
THB Asset Management
Connecticut
$3.93M 287,796 +287,796 New
Morgan Stanley
28
Morgan Stanley
New York
$3.88M 284,089 -93,562 -25%
Allianz Asset Management
29
Allianz Asset Management
Germany
$3.58M 262,025 -14,296 -5%
Principal Financial Group
30
Principal Financial Group
Iowa
$3.47M 254,317 +5,948 +2%
PC
31
Permit Capital
Pennsylvania
$3.34M 244,295 +178,195 +270%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$3.2M 234,222 +4,477 +2%
SSCM
33
Summit Street Capital Management
New York
$3.06M 224,104 +41,872 +23%
TA
34
Teton Advisors
New York
$2.87M 210,285 +8,001 +4%
BP
35
BBR Partners
New York
$2.73M 200,000 -10,000 -5%
Ameriprise
36
Ameriprise
Minnesota
$2.72M 199,346 +9,944 +5%
GC
37
Guggenheim Capital
Illinois
$2.6M 190,644 -52,827 -22%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.6M 190,651 +20,100 +12%
KCP
39
Kenmare Capital Partners
New York
$2.44M 178,473 – –
TCIM
40
TIAA CREF Investment Management
New York
$2.42M 177,126 – –
Prudential Financial
41
Prudential Financial
New Jersey
$2.42M 177,016 +11,300 +7%
Invesco
42
Invesco
Georgia
$2.33M 170,601 +24,220 +17%
CEI
43
Clark Estates Inc
New York
$2.3M 168,000 – –
BIM
44
BlackRock Investment Management
Delaware
$2.24M 163,634 +2,102 +1%
BA
45
BlackRock Advisors
Delaware
$2.01M 146,891 -229,671 -61%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$1.87M 136,926 +113,492 +484%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.84M 134,733 – –
Renaissance Technologies
48
Renaissance Technologies
New York
$1.81M 132,800 -73,700 -36%
GT
49
Glenmede Trust
Pennsylvania
$1.77M 129,920 +129,920 New
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.77M 129,556 -58,571 -31%
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