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 $691M invested in Avantax, Inc. Common Stock in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
52
Reduced
53
Closed
20
Calls
$4.17M
Puts
$4.52M
Net Calls
-$351K
Net Calls Change
+$2.9M

Top Buyers

1
AA
Ancora Advisors
Ohio
$12.9M
2
GGPE
Golden Gate Private Equity
California
$10.2M
3
UBS Group
UBS Group
Switzerland
$8.9M
4
BlackRock
BlackRock
New York
$118M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$23.8M

Top Sellers

1
AC
Armistice Capital
New York
$21.1M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
$1.35M
3
Renaissance Technologies
Renaissance Technologies
New York
$29.5M
4
EWM
Empirical Wealth Management
Washington
$3.41M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$5.03M +$19.4K +1,219 +0.4%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$4.92M +$371K +23,300 +8%
Deutsche Bank
28
Deutsche Bank
Germany
$4.62M +$784K +49,293 +20%
KIM
29
Kestrel Investment Management
California
$4.2M +$4.2M +264,050 New
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$3.67M +$493K +30,956 +15%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$3.51M -$263K -16,551 -7%
PGM
32
Parian Global Management
New York
$3.43M +$3.43M +215,650 New
EWM
33
Empirical Wealth Management
Washington
$3.41M -$4.39M -275,652 -56%
FG
34
Formula Growth
Quebec, Canada
$3.35M -$1.27M -79,787 -27%
Ameriprise
35
Ameriprise
Minnesota
$3.34M -$1.79M -112,258 -35%
Two Sigma Investments
36
Two Sigma Investments
New York
$3M +$2.4M +151,118 +407%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$2.8M -$3.09M -194,200 -52%
Morgan Stanley
38
Morgan Stanley
New York
$2.63M +$558K +35,073 +27%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.61M +$238K +14,960 +10%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.47M +$4.14K +260 +0.2%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$2.37M -$908K -57,085 -28%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$1.92M -$16.7K -1,047 -0.9%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.91M +$333K +20,900 +21%
Bank of America
44
Bank of America
North Carolina
$1.86M -$828K -52,060 -31%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.73M – – –
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.72M -$33.4K -2,100 -2%
Boston Partners
47
Boston Partners
Massachusetts
$1.7M +$323K +20,331 +23%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.69M -$11.9K -750 -0.7%
PPA
49
Parametric Portfolio Associates
Washington
$1.61M +$519K +32,619 +48%
CM
50
CM Management
Florida
$1.59M +$1.59M +100,000 New
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