AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
39
Reduced
64
Closed
23
Calls
$1.11M
Puts
$10.5M
Net Calls
-$9.42M
Net Calls Change
-$6.86M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.3M
2
MF
2
Magnetar Financial
Illinois
$22.8M
3
WP
3
Woodline Partners
California
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.9M
5
WIC
5
Water Island Capital
New York
$20.1M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$4.84M
3
SCM
3
Simcoe Capital Management
New York
$12.8M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
NSGL
5
No Street GP LP
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$6.4M +$59.3K +2,319 +0.9%
VI
27
Versor Investments
New York
$5.72M +$5.2M +203,306 +998%
Millennium Management
28
Millennium Management
New York
$5.23M -$1.31M -51,089 -20%
GLA
29
Great Lakes Advisors
Illinois
$5.22M +$510K +19,922 +11%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.04M -$585K -22,878 -10%
Invesco
31
Invesco
Georgia
$4.84M -$48.1M -1,879,552 -91%
NAM
32
Nexpoint Asset Management
Texas
$4.21M +$4.21M +164,640 New
Bank of America
33
Bank of America
North Carolina
$4M +$3.19M +124,587 +391%
Norges Bank
34
Norges Bank
Norway
$3.69M – – –
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$3.44M +$1.64M +64,010 +91%
AllianceBernstein
36
AllianceBernstein
Tennessee
$3.36M +$2.09M +81,746 +165%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$3.15M -$123K -4,823 -4%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.08M -$108K -4,232 -3%
Ameriprise
39
Ameriprise
Minnesota
$3.04M -$473K -18,488 -13%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.78M -$182K -7,122 -6%
FTCM
41
First Trust Capital Management
Illinois
$2.69M +$2.69M +105,139 New
Citadel Advisors
42
Citadel Advisors
Florida
$2.6M +$2.5M +97,590 +2,394%
MCM
43
Moore Capital Management
New York
$2.51M +$2.51M +98,152 New
Federated Hermes
44
Federated Hermes
Pennsylvania
$2.35M -$233K -9,116 -9%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$2.31M -$7.6K -297 -0.3%
CS
46
Credit Suisse
Switzerland
$2.22M +$1.2M +46,989 +118%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.06M +$79.3K +3,100 +4%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$2M -$353K -13,780 -15%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$1.88M +$1.88M +73,582 New
Russell Investments Group
50
Russell Investments Group
United Kingdom
$1.82M -$2.87M -112,017 -61%
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