AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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142 hedge funds and large institutions have $738M invested in Avantax, Inc. Common Stock in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
55
Closed
22
Calls
$5.26M
Puts
$14.7M
Net Calls
-$9.47M
Net Calls Change
-$9.12M

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$38.3M
2
AA
2
Ancora Advisors
Ohio
$27.2M
3
BlackRock
3
BlackRock
New York
$132M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$16.3M
5
Millennium Management
5
Millennium Management
New York
$4.18M

Top Sellers

1
AC
1
Armistice Capital
New York
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$532K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.3M
5
PGM
5
Parian Global Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$4.17M +$327K +19,647 +9%
KIM
27
Kestrel Investment Management
California
$4.15M -$243K -14,600 -6%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$4.02M +$1.54M +92,411 +62%
Walleye Trading
29
Walleye Trading
New York
$3.89M +$2.6M +156,108 +202%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$3.86M -$1.28M -77,200 -25%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$3.67M -$6.71K -403 -0.2%
Ameriprise
32
Ameriprise
Minnesota
$3.62M +$127K +7,651 +4%
EWM
33
Empirical Wealth Management
Washington
$3.57M – – –
WMSA
34
Weiss Multi-Strategy Advisers
New York
$3.2M +$3.2M +191,989 New
Two Sigma Investments
35
Two Sigma Investments
New York
$3.1M -$30.4K -1,828 -1%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$2.93M – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.76M +$32.8K +1,974 +1%
Boston Partners
38
Boston Partners
Massachusetts
$2.75M +$967K +58,153 +54%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.61M +$23.5K +1,411 +0.9%
RCAMU
40
Rothschild & Co Asset Management US
Connecticut
$2.56M +$1.15M +68,940 +81%
Bank of America
41
Bank of America
North Carolina
$2.55M +$613K +36,843 +32%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.5M +$510K +30,663 +26%
Morgan Stanley
43
Morgan Stanley
New York
$2.32M -$438K -26,352 -16%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.27M +$501K +30,111 +28%
PI
45
PEAK6 Investments
Illinois
$2.14M +$825K +49,561 +63%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$1.94M -$69.9K -4,200 -3%
Group One Trading
47
Group One Trading
Illinois
$1.92M +$1.63M +98,272 +576%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.83M +$23.3K +1,400 +1%
CM
49
CM Management
Florida
$1.66M – – –
PPA
50
Parametric Portfolio Associates
Washington
$1.65M -$26.9K -1,615 -2%
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