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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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146 hedge funds and large institutions have $716M invested in Avantax, Inc. Common Stock in 2013 Q2 according to their latest regulatory filings, with 146 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $1.43M

Holders
146
Holders Change
+146
Holders Change %
–
% of All Funds
4.76%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
146
Increased
–
Reduced
–
Closed
–
Calls
$5.34M
Puts
$1.43M
Net Calls
+$3.92M
Net Calls Change
+$3.92M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.83M +$1.67M +98,480 New
CEI
52
Clark Estates Inc
New York
$1.69M +$1.55M +91,000 New
TC
53
TFS Capital
Pennsylvania
$1.59M +$1.46M +85,686 New
Invesco
54
Invesco
Georgia
$1.58M +$1.45M +85,194 New
Bessemer Group
55
Bessemer Group
New Jersey
$1.57M +$1.44M +84,800 New
Millennium Management
56
Millennium Management
New York
$1.54M +$1.41M +83,111 New
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.42M +$1.3M +76,670 New
AA
58
Ancora Advisors
Ohio
$1.42M +$1.3M +76,350 New
TA
59
Teton Advisors
New York
$1.38M +$1.27M +74,517 New
EMG
60
Ellington Management Group
Connecticut
$1.38M +$1.26M +74,200 New
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.37M +$1.25M +73,733 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.32M +$1.21M +71,426 New
BPIM
63
Brant Point Investment Management
New York
$1.31M +$1.2M +70,500 New
GAAM
64
Guinness Atkinson Asset Management
California
$1.26M +$1.15M +67,810 New
JP Morgan Chase
65
JP Morgan Chase
New York
$1.19M +$1.09M +64,407 New
HHC
66
Hutchin Hill Capital
New York
$1.14M +$1.05M +61,692 New
CS
67
Credit Suisse
Switzerland
$1.13M +$1.03M +60,820 New
RFC
68
Regions Financial Corp
Alabama
$1.11M +$1.02M +60,006 New
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.1M +$1.01M +59,436 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$1.1M +$1.01M +59,399 New
PRCM
71
Pine River Capital Management
Minnesota
$1.1M +$1M +59,100 New
PPA
72
Parametric Portfolio Associates
Washington
$1.03M +$948K +55,804 New
MWNA
73
Marshall Wace North America
New York
$1.02M +$935K +55,023 New
TA
74
Teachers Advisors
New York
$1.01M +$924K +54,401 New
Wells Fargo
75
Wells Fargo
California
$910K +$834K +49,083 New
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AVTA Hedge Fund Activity: Q2 2013 in Review

146 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2013, worth a combined $716M.

Buyers outnumbered sellers: 146 funds opened new AVTA positions and 0 closed out — a net gain of 146 holders — while 0 added to existing stakes and 0 trimmed.

  • 146 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $716M of Avantax, Inc. Common Stock stock for Q2 2013.
  • 146 funds opened new Avantax, Inc. Common Stock positions in Q2 2013 and 0 closed out, a net change of +146 holders.

Based on aggregated 13F filings for Q2 2013.