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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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2 hedge funds and large institutions have $26 invested in Avantax, Inc. Common Stock in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 161 → 2 (-159)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less capital invested

Capital invested by funds: $835M → $26 (-$835M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-159
Holders Change %
-98.76%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$148M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$66.8M
4
State Street
State Street
Massachusetts
-$39.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSAMP
26
P. Schoenfeld Asset Management (PSAM)
New York
– -$6.55M -256,200 Closed
Deutsche Bank
27
Deutsche Bank
Germany
– -$6.4M -250,168 Closed
VI
28
Versor Investments
New York
– -$5.72M -223,676 Closed
Millennium Management
29
Millennium Management
New York
– -$5.23M -204,594 Closed
GLA
30
Great Lakes Advisors
Illinois
– -$5.22M -203,999 Closed
Principal Financial Group
31
Principal Financial Group
Iowa
– -$5.04M -197,021 Closed
Invesco
32
Invesco
Georgia
– -$4.84M -189,202 Closed
NAM
33
Nexpoint Asset Management
Texas
– -$4.21M -164,640 Closed
Bank of America
34
Bank of America
North Carolina
– -$4M -156,462 Closed
Norges Bank
35
Norges Bank
Norway
– -$3.69M -144,275 Closed
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
– -$3.44M -134,524 Closed
AllianceBernstein
37
AllianceBernstein
Tennessee
– -$3.36M -131,420 Closed
N
38
Nuveen
North Carolina
– -$3.15M -123,300 Closed
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
– -$3.08M -120,225 Closed
Ameriprise
40
Ameriprise
Minnesota
– -$3.04M -118,856 Closed
Legal & General Group
41
Legal & General Group
United Kingdom
– -$2.78M -108,548 Closed
FTCM
42
First Trust Capital Management
Illinois
– -$2.69M -105,139 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$2.6M -101,666 Closed
MCM
44
Moore Capital Management
New York
– -$2.51M -98,152 Closed
Federated Hermes
45
Federated Hermes
Pennsylvania
– -$2.35M -92,043 Closed
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
– -$2.31M -90,243 Closed
CS
47
Credit Suisse
Switzerland
– -$2.22M -86,717 Closed
Swiss National Bank
48
Swiss National Bank
Switzerland
– -$2.06M -80,600 Closed
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
– -$2M -78,213 Closed
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
– -$1.88M -73,582 Closed
1
2
3 4 5

AVTA Hedge Fund Activity: Q4 2023 in Review

2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2023, worth a combined $26 — down 100% from $835M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of AVTA and 0 opened new positions — a net loss of 159 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $148M sold.

  • 2 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2023, down from 161 in Q3 2023.
  • Funds reported $26 of Avantax, Inc. Common Stock stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new Avantax, Inc. Common Stock positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest Avantax, Inc. Common Stock seller in Q4 2023 was BlackRock, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.