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 $529M invested in Avantax, Inc. Common Stock in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
55
Reduced
48
Closed
25
Calls
$17.4M
Puts
$5.78M
Net Calls
+$11.6M
Net Calls Change
+$6.85M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$77.7M
2
BFA
2
BlackRock Fund Advisors
California
$47.6M
3
NI
3
Numeric Investors
Massachusetts
$12.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$5.84M
5
Group One Trading
5
Group One Trading
Illinois
$3.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.68M
2
PCM
2
Pennant Capital Management
New Jersey
$13.1M
3
RA
3
Royce & Associates
New York
$7.98M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.28M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$3.69M +$2.31M +156,794 +168%
HT
27
HAP Trading
New York
$3.66M +$2.21M +150,003 +153%
Group One Trading
28
Group One Trading
Illinois
$3.49M +$3.15M +213,501 +934%
BIM
29
BlackRock Investment Management
Delaware
$3.17M +$499K +33,838 +19%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.12M +$197K +13,380 +7%
CCMH
31
Cornerstone Capital Management Holdings
New York
$2.96M -$153K -10,400 -5%
Ameriprise
32
Ameriprise
Minnesota
$2.88M +$32.4K +2,198 +1%
Walleye Trading
33
Walleye Trading
New York
$2.85M +$2M +135,296 +233%
Charles Schwab
34
Charles Schwab
California
$2.47M +$126K +8,548 +5%
CPA
35
Cowen Prime Advisors
New York
$2.4M -$267K -18,100 -10%
PI
36
Putnam Investments
Massachusetts
$2.25M -$30.4K -2,062 -1%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$2.16M +$994K +67,416 +85%
Deutsche Bank
38
Deutsche Bank
Germany
$2.14M -$1.77M -119,827 -45%
Wells Fargo
39
Wells Fargo
California
$2.07M -$549K -37,216 -21%
BCM
40
Bridgeway Capital Management
Texas
$1.96M +$731K +49,600 +60%
PPA
41
Parametric Portfolio Associates
Washington
$1.9M -$681K -46,153 -26%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$1.87M -$4.43K -300 -0.2%
GC
43
Globeflex Capital
California
$1.75M -$20.7K -1,400 -1%
SFM
44
Systematic Financial Management
New Jersey
$1.74M +$1.74M +117,905 New
TCIM
45
TIAA CREF Investment Management
New York
$1.68M -$85.4K -5,787 -5%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.58M +$46.8K +3,173 +3%
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
$1.5M +$877K +59,452 +141%
AQR Capital Management
48
AQR Capital Management
Connecticut
$1.41M -$191K -12,944 -12%
Allianz Asset Management
49
Allianz Asset Management
Germany
$1.28M -$3.32M -225,168 -72%
TA
50
Teachers Advisors
New York
$1.23M +$12.9K +873 +1%
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