AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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144 hedge funds and large institutions have $358M invested in Avantax, Inc. Common Stock in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
144
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
28
Increased
45
Reduced
40
Closed
26
Calls
$1.14M
Puts
$11.9M
Net Calls
-$10.8M
Net Calls Change
-$4.78M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$26.6M
2
RA
2
Royce & Associates
New York
$11.2M
3
HRCM
3
Hawk Ridge Capital Management
California
$6.65M
4
NI
4
Numeric Investors
Massachusetts
$21.7M
5
BP
5
BBR Partners
New York
$1.91M

Top Sellers

1
HCS
1
Harvest Capital Strategies
California
$0
2
ACM
2
Altalis Capital Management
New York
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
SFM
5
Systematic Financial Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$2.97M 302,907 -70,801 -19%
Principal Financial Group
27
Principal Financial Group
Iowa
$2.64M 269,808 +12,057 +5%
CCMH
28
Cornerstone Capital Management Holdings
New York
$2.63M 268,500 +48,200 +22%
Invesco
29
Invesco
Georgia
$2.42M 246,869 +23,597 +11%
TA
30
Teton Advisors
New York
$2.06M 210,285 – –
Ameriprise
31
Ameriprise
Minnesota
$1.92M 195,882 -5,764 -3%
BP
32
BBR Partners
New York
$1.91M 195,000 +195,000 New
BIM
33
BlackRock Investment Management
Delaware
$1.73M 176,726 +253 +0.1%
OAM
34
Oxford Asset Management
United Kingdom
$1.59M 161,087 +161,087 New
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.57M 160,424 -83,578 -34%
PPA
36
Parametric Portfolio Associates
Washington
$1.51M 153,836 +42,299 +38%
Charles Schwab
37
Charles Schwab
California
$1.43M 145,769 +4,612 +3%
AQR Capital Management
38
AQR Capital Management
Connecticut
$1.38M 140,623 +88,445 +170%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$1.32M 134,133 – –
ARTA
40
A.R.T. Advisors
New York
$1.31M 134,158 +38,666 +40%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$1.3M 132,821 – –
TCIM
42
TIAA CREF Investment Management
New York
$1.26M 128,726 -8,831 -6%
BCM
43
Bridgeway Capital Management
Texas
$1.26M 128,097 – –
PAM
44
Panagora Asset Management
Massachusetts
$1.03M 105,229 – –
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$956K 97,600 +62,650 +179%
GCP
46
GSA Capital Partners
United Kingdom
$931K 95,042 +95,042 New
Asset Management One
47
Asset Management One
Japan
$842K 83,581 +44,136 +112%
NFA
48
Nationwide Fund Advisors
Ohio
$838K 85,512 -158 -0.2%
Barclays
49
Barclays
United Kingdom
$811K 90,100 +16,773 +23%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$790K 80,650 +80,650 New
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