AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $571M invested in Avantax, Inc. Common Stock in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
60
Reduced
49
Closed
17
Calls
$1.13M
Puts
$401K
Net Calls
+$728K
Net Calls Change
+$7.48M

Top Buyers

1
NI
Numeric Investors
Massachusetts
+$8.03M
2
Renaissance Technologies
Renaissance Technologies
New York
+$6.76M
3
KAM
Knightsbridge Asset Management
California
+$6.23M
4
Morgan Stanley
Morgan Stanley
New York
+$5.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.98M

Top Sellers

1
LC
Loews Corp
New York
-$10.8M
2
ACM
Altalis Capital Management
New York
-$8.29M
3
NA
NS Advisors
Connecticut
-$6.76M
4
HRCM
Hawk Ridge Capital Management
California
-$4.82M
5
SC
Sessa Capital
New York
-$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Artisan Partners
26
Artisan Partners
Wisconsin
$4.39M -$803K -49,703 -15%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$4.23M +$450K +27,856 +12%
Principal Financial Group
28
Principal Financial Group
Iowa
$4.03M -$82.5K -5,105 -2%
SFM
29
Systematic Financial Management
New Jersey
$3.96M -$3.43M -212,117 -46%
PC
30
Permit Capital
Pennsylvania
$3.95M – – –
SSCM
31
Summit Street Capital Management
New York
$3.62M – – –
TAM
32
THB Asset Management
Connecticut
$3.52M -$1.13M -69,756 -24%
Allianz Asset Management
33
Allianz Asset Management
Germany
$3.49M -$775K -47,604 -18%
TA
34
Teton Advisors
New York
$3.4M – – –
Two Sigma Advisers
35
Two Sigma Advisers
New York
$3.32M +$239K +14,801 +8%
Ameriprise
36
Ameriprise
Minnesota
$3.27M +$50.4K +3,120 +2%
BP
37
BBR Partners
New York
$3.23M – – –
Prudential Financial
38
Prudential Financial
New Jersey
$2.91M +$53.3K +3,300 +2%
TCIM
39
TIAA CREF Investment Management
New York
$2.91M +$47.4K +2,933 +2%
KCP
40
Kenmare Capital Partners
New York
$2.88M – – –
BIM
41
BlackRock Investment Management
Delaware
$2.84M +$197K +12,174 +7%
Two Sigma Investments
42
Two Sigma Investments
New York
$2.84M +$1.08M +66,662 +61%
Invesco
43
Invesco
Georgia
$2.78M +$23.7K +1,467 +0.9%
CEI
44
Clark Estates Inc
New York
$2.71M – – –
CCMH
45
Cornerstone Capital Management Holdings
New York
$2.47M +$2.17M +134,400 +738%
TC
46
TFS Capital
Pennsylvania
$2.41M +$2.41M +149,257 New
VOYA Investment Management
47
VOYA Investment Management
Georgia
$2.21M – – –
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$2.17M -$9.69K -600 -0.4%
GT
49
Glenmede Trust
Pennsylvania
$2.1M +$1.61K +100 +0.1%
Charles Schwab
50
Charles Schwab
California
$2.01M +$63.6K +3,936 +3%
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