AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

150 hedge funds and large institutions have $904M invested in Avantax, Inc. Common Stock in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
4.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
22
Increased
67
Reduced
43
Closed
17
Calls
$6.8M
Puts
$2.74M
Net Calls
+$4.06M
Net Calls Change
+$144K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$22.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$16M
3
HA
3
Hays Advisory
Tennessee
$14.3M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$7.96M
5
Invesco
5
Invesco
Georgia
$9.49M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
HCM
2
Hawkeye Capital Management
Florida
$0
3
GCM
3
Gruss Capital Management
New York
$10.5M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$3.8M
5
SCA
5
SAC Capital Advisors
Connecticut
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$2.47M 104,406 +7,998 +8%
Bank of America
52
Bank of America
North Carolina
$2.37M 102,973 +53,935 +110%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$2.26M 98,480 – –
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.26M 98,370 +21,700 +28%
HCM
55
Highbridge Capital Management
New York
$2.22M 96,650 -22,440 -19%
Goldman Sachs
56
Goldman Sachs
New York
$2.2M 95,714 +56,124 +142%
Barclays
57
Barclays
United Kingdom
$2.15M 97,690 -52,192 -35%
Two Sigma Investments
58
Two Sigma Investments
New York
$2.13M 92,499 -12,872 -12%
CS
59
Credit Suisse
Switzerland
$2.1M 91,327 +30,507 +50%
PCM
60
Portolan Capital Management
Massachusetts
$2.04M 88,911 -137,132 -61%
UBS AM
61
UBS AM
Illinois
$1.97M 85,695 +67,600 +374%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$1.96M 85,251 +58,400 +217%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$1.92M 83,428 +52,600 +171%
OC
64
Oppenheimer & Co
New York
$1.72M 74,713 +51,413 +221%
TA
65
Teton Advisors
New York
$1.71M 74,517 – –
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.7M 73,812 +79 +0.1%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.69M 73,729 +2,303 +3%
GAAM
68
Guinness Atkinson Asset Management
California
$1.62M 70,460 +2,650 +4%
BPIM
69
Brant Point Investment Management
New York
$1.6M 69,500 -1,000 -1%
First Trust Advisors
70
First Trust Advisors
Illinois
$1.57M 68,159 +54,768 +409%
RFC
71
Regions Financial Corp
Alabama
$1.4M 60,951 +945 +2%
DC
72
Deere & Company
Illinois
$1.39M 60,635 +60,635 New
PRCM
73
Pine River Capital Management
Minnesota
$1.36M 59,100 – –
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$1.35M 58,804 -632 -1%
TA
75
Teachers Advisors
New York
$1.31M 56,815 +2,414 +4%
1 2
3
4 5