AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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143 hedge funds and large institutions have $493M invested in Avantax, Inc. Common Stock in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
143
Holders Change
-14
Holders Change %
-8.92%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
13
Increased
56
Reduced
48
Closed
27
Calls
$907K
Puts
$6.92M
Net Calls
-$6.01M
Net Calls Change
-$6.74M

Top Buyers

1
NI
1
Numeric Investors
Massachusetts
$23.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$15.1M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$20.5M
4
Prudential Financial
4
Prudential Financial
New Jersey
$5.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.1M
2
TAM
2
THB Asset Management
Connecticut
$0
3
BP
3
BBR Partners
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
TC
5
TFS Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$3.67M 266,489 +4,411 +2%
PC
27
Permit Capital
Pennsylvania
$3.66M 266,058 +21,763 +9%
Principal Financial Group
28
Principal Financial Group
Iowa
$3.55M 257,751 +8,539 +3%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$3.36M 244,002 -132,147 -35%
Artisan Partners
30
Artisan Partners
Wisconsin
$3.32M 241,140 -30,523 -11%
RA
31
Royce & Associates
New York
$3.16M 229,530 -52,400 -19%
SFM
32
Systematic Financial Management
New Jersey
$3.09M 224,656 -20,452 -8%
SSCM
33
Summit Street Capital Management
New York
$3.09M 224,104 – –
Invesco
34
Invesco
Georgia
$3.07M 223,272 +51,204 +30%
CCMH
35
Cornerstone Capital Management Holdings
New York
$3.03M 220,300 +67,700 +44%
TA
36
Teton Advisors
New York
$2.9M 210,285 – –
Ameriprise
37
Ameriprise
Minnesota
$2.78M 201,646 -820 -0.4%
KCP
38
Kenmare Capital Partners
New York
$2.46M 178,473 – –
BIM
39
BlackRock Investment Management
Delaware
$2.43M 176,473 +665 +0.4%
CEI
40
Clark Estates Inc
New York
$2.31M 168,000 – –
GT
41
Glenmede Trust
Pennsylvania
$2.09M 151,844 +21,824 +17%
Charles Schwab
42
Charles Schwab
California
$1.94M 141,157 +16,658 +13%
TCIM
43
TIAA CREF Investment Management
New York
$1.89M 137,557 -42,502 -24%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$1.85M 134,133 – –
VOYA Investment Management
45
VOYA Investment Management
Georgia
$1.83M 132,821 -4,105 -3%
BCM
46
Bridgeway Capital Management
Texas
$1.76M 128,097 +45,000 +54%
PPA
47
Parametric Portfolio Associates
Washington
$1.54M 111,537 +17,863 +19%
PAM
48
Panagora Asset Management
Massachusetts
$1.45M 105,229 +57,463 +120%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$1.36M 99,051 -106,401 -52%
ARTA
50
A.R.T. Advisors
New York
$1.31M 95,492 +84,709 +786%
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