AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $399M invested in Avantax, Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
43
Reduced
63
Closed
21
Calls
$8.55M
Puts
$3.81M
Net Calls
+$4.74M
Net Calls Change
+$14.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.3M
4
NC
4
Northpointe Capital
Michigan
$3.99M
5
NI
5
Numeric Investors
Massachusetts
$6.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.99M
2
AC
2
Armistice Capital
New York
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$1.45M
4
RA
4
Royce & Associates
New York
$9.08M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$2.97M +$412K +36,806 +16%
CCMH
27
Cornerstone Capital Management Holdings
New York
$2.37M +$2.12M +189,691 +874%
Boston Partners
28
Boston Partners
Massachusetts
$2.33M – – –
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.22M +$460K +41,041 +26%
Ameriprise
30
Ameriprise
Minnesota
$2.17M -$145K -12,983 -6%
BIM
31
BlackRock Investment Management
Delaware
$2.03M -$21.8K -1,951 -1%
CPA
32
Cowen Prime Advisors
New York
$2.02M -$292K -26,100 -13%
Wells Fargo
33
Wells Fargo
California
$1.99M -$9.31M -830,660 -82%
PPA
34
Parametric Portfolio Associates
Washington
$1.96M -$54.2K -4,838 -3%
Charles Schwab
35
Charles Schwab
California
$1.78M +$80K +7,140 +5%
PI
36
Putnam Investments
Massachusetts
$1.73M +$1.73M +154,375 New
CIP
37
Convergence Investment Partners
Florida
$1.72M +$1.72M +153,085 New
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$1.7M -$3.55M -316,805 -68%
PCM
39
Portolan Capital Management
Massachusetts
$1.45M -$5.08M -453,227 -78%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$1.42M +$63.9K +5,700 +5%
GC
41
Globeflex Capital
California
$1.35M +$1.35M +120,244 New
HHC
42
Hutchin Hill Capital
New York
$1.24M +$103K +9,200 +9%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.21M +$307K +27,381 +34%
Two Sigma Investments
44
Two Sigma Investments
New York
$1.17M -$1.74M -155,726 -60%
HCM
45
Highbridge Capital Management
New York
$1.17M +$1.17M +104,000 New
GAM
46
Gotham Asset Management
New York
$1.14M +$684K +61,048 +151%
HT
47
HAP Trading
New York
$1.1M +$153K +13,662 +16%
Goldman Sachs
48
Goldman Sachs
New York
$1.05M +$190K +16,993 +22%
BCM
49
Bridgeway Capital Management
Texas
$931K -$224K -20,000 -19%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$928K +$6.72K +600 +0.7%
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