AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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177 hedge funds and large institutions have $2.23B invested in Avantax, Inc. Common Stock in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
38
Increased
66
Reduced
48
Closed
27
Calls
$10.9M
Puts
$8.83M
Net Calls
+$2.08M
Net Calls Change
-$772K

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.44B
2
OCG
2
Opus Capital Group
Ohio
$15.3M
3
BIT
3
BlackRock Institutional Trust
California
$43M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$8.08M
5
GF
5
Gabelli Funds
New York
$11.8M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$0
2
FA
2
Friess Associates
Delaware
$0
3
RCM
3
Raging Capital Management
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.41M
5
NAM
5
Nichols Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
51
TIAA CREF Investment Management
New York
$3.36M -$64K -3,250 -2%
BIM
52
BlackRock Investment Management
Delaware
$2.89M +$43K +2,184 +2%
Citadel Advisors
53
Citadel Advisors
Florida
$2.69M +$2.5M +126,802 +1,307%
Two Sigma Investments
54
Two Sigma Investments
New York
$2.61M -$1.29M -65,418 -33%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$2.57M +$1.97K +100 +0.1%
BG
56
BlackRock Group
United Kingdom
$2.34M +$934K +47,397 +67%
Charles Schwab
57
Charles Schwab
California
$2.29M +$153K +7,776 +7%
SCM
58
Silver Capital Management
New York
$2.27M -$246K -12,500 -10%
TAM
59
Tealwood Asset Management
Minnesota
$2.18M +$2.18M +110,555 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.94M – – –
TA
61
Teton Advisors
New York
$1.88M +$412K +20,900 +28%
First Trust Advisors
62
First Trust Advisors
Illinois
$1.72M +$45.4K +2,306 +3%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.68M -$299K -15,193 -15%
HHC
64
Hutchin Hill Capital
New York
$1.64M +$1.64M +83,300 New
Barclays
65
Barclays
United Kingdom
$1.61M +$1.27M +66,752 +374%
ARTA
66
A.R.T. Advisors
New York
$1.59M +$364K +18,513 +30%
MOACM
67
Mutual of America Capital Management
New York
$1.56M +$1.23M +62,610 +381%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.52M +$1.52M +77,000 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.47M +$5.91K +300 +0.4%
GC
70
Guggenheim Capital
Illinois
$1.47M -$757K -38,413 -34%
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.43M -$978K -49,689 -41%
MAM
72
Martingale Asset Management
Massachusetts
$1.41M +$79K +4,013 +6%
BJ
73
BlackRock Japan
Japan
$1.37M +$747K +37,927 +120%
Millennium Management
74
Millennium Management
New York
$1.25M -$674K -34,229 -35%
BCM
75
Bridgeway Capital Management
Texas
$1.22M +$1.22M +62,000 New
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