AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $662M invested in Avantax, Inc. Common Stock in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
63
Reduced
36
Closed
18
Calls
$2.17M
Puts
$4.59M
Net Calls
-$2.42M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
BlackRock
New York
$85.1M
2
PWAM
Park West Asset Management
California
$34.6M
3
NI
Numeric Investors
Massachusetts
$25.9M
4
CS
Credit Suisse
Switzerland
$5.84M
5
HCS
Harvest Capital Strategies
California
$4.67M

Top Sellers

1
PCM
Pennant Capital Management
New Jersey
$2.59M
2
HT
HAP Trading
New York
$0
3
Group One Trading
Group One Trading
Illinois
$0
4
GF
Gabelli Funds
New York
$4.21M
5
Walleye Trading
Walleye Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCS
26
Harvest Capital Strategies
California
$4.67M +$4.67M +269,734 New
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.42M +$756K +43,712 +21%
GF
28
Gabelli Funds
New York
$4.21M -$2.9M -167,500 -41%
Prudential Financial
29
Prudential Financial
New Jersey
$4.02M +$2.89M +167,148 +257%
EI
30
EAM Investors
California
$3.54M +$3.54M +204,812 New
CCMH
31
Cornerstone Capital Management Holdings
New York
$3.36M -$113K -6,521 -3%
BCM
32
Bridgeway Capital Management
Texas
$3.1M +$806K +46,600 +35%
Two Sigma Investments
33
Two Sigma Investments
New York
$3.08M +$1.23M +70,905 +66%
Charles Schwab
34
Charles Schwab
California
$3.06M +$159K +9,186 +5%
AQR Capital Management
35
AQR Capital Management
Connecticut
$3M +$1.35M +78,140 +82%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$2.91M +$2.91M +168,406 New
MCM
37
Matarin Capital Management
New York
$2.7M +$2.7M +156,210 New
PCM
38
Pennant Capital Management
New Jersey
$2.59M -$12.7M -736,923 -83%
PPA
39
Parametric Portfolio Associates
Washington
$2.4M +$171K +9,875 +8%
PI
40
Putnam Investments
Massachusetts
$2.39M -$249K -14,365 -9%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2.21M -$318K -18,359 -13%
Wells Fargo
42
Wells Fargo
California
$2.2M -$231K -13,332 -9%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$2.19M – – –
Allianz Asset Management
44
Allianz Asset Management
Germany
$2.06M +$561K +32,435 +37%
SFM
45
Systematic Financial Management
New Jersey
$2M -$35.4K -2,045 -2%
Deutsche Bank
46
Deutsche Bank
Germany
$1.9M -$612K -35,380 -24%
TCIM
47
TIAA CREF Investment Management
New York
$1.88M -$91.4K -5,285 -5%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.35M +$369K +21,308 +38%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.34M -$62.3K -3,600 -4%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1.3M +$92K +5,319 +8%
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