AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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150 hedge funds and large institutions have $345M invested in Avantax, Inc. Common Stock in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
45
Reduced
46
Closed
20
Calls
$6.87M
Puts
$16.4M
Net Calls
-$9.5M
Net Calls Change
+$3.72M

Top Buyers

1
PCM
1
Pennant Capital Management
New Jersey
$11.7M
2
PWAM
2
Park West Asset Management
California
$10.4M
3
Wells Fargo
3
Wells Fargo
California
$10.4M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.03M
5
CAM
5
ClariVest Asset Management
California
$5.23M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
AC
3
Armistice Capital
New York
$5.18M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.48M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$2.69M +$422K +40,742 +19%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$2.6M +$2.6M +251,000 New
Millennium Management
28
Millennium Management
New York
$2.46M +$2.46M +237,590 New
Deutsche Bank
29
Deutsche Bank
Germany
$2.36M -$942K -91,008 -29%
NI
30
Numeric Investors
Massachusetts
$2.36M +$2.36M +227,300 New
TA
31
Teton Advisors
New York
$2.25M – – –
Boston Partners
32
Boston Partners
Massachusetts
$2.15M +$2.15M +207,651 New
CPA
33
Cowen Prime Advisors
New York
$2.14M +$2.14M +206,700 New
Ameriprise
34
Ameriprise
Minnesota
$2.14M +$78.7K +7,597 +4%
TC
35
TFS Capital
Pennsylvania
$2M +$2M +192,606 New
BIM
36
BlackRock Investment Management
Delaware
$1.9M +$47.8K +4,610 +3%
PPA
37
Parametric Portfolio Associates
Washington
$1.87M +$167K +16,073 +10%
Allianz Asset Management
38
Allianz Asset Management
Germany
$1.84M +$1.84M +177,871 New
Bank of America
39
Bank of America
North Carolina
$1.66M +$1.5M +144,399 +913%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.63M +$215K +20,800 +15%
Prudential Financial
41
Prudential Financial
New Jersey
$1.62M -$354K -34,120 -18%
Morgan Stanley
42
Morgan Stanley
New York
$1.59M -$439K -42,314 -22%
Charles Schwab
43
Charles Schwab
California
$1.57M +$30.1K +2,904 +2%
HRCM
44
Hawk Ridge Capital Management
California
$1.37M -$1.29M -124,966 -49%
TCIM
45
TIAA CREF Investment Management
New York
$1.36M -$6K -579 -0.4%
NFA
46
Nationwide Fund Advisors
Ohio
$1.3M -$464K -44,753 -26%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$1.29M +$13.5K +1,300 +1%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.26M -$66.4K -6,412 -5%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$1.2M -$59.7K -5,769 -5%
BCM
50
Bridgeway Capital Management
Texas
$1.07M -$259K -25,000 -20%
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