AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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171 hedge funds and large institutions have $744M invested in Avantax, Inc. Common Stock in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 32 closing their positions.

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
69
Reduced
56
Closed
32
Calls
$8.63M
Puts
$5.12M
Net Calls
+$3.51M
Net Calls Change
+$1.42M

Top Buyers

1
PRCM
1
Pine River Capital Management
Minnesota
$16.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$13.9M
3
PCM
3
Proxima Capital Management
New York
$10.7M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$8.45M
5
Norges Bank
5
Norges Bank
Norway
$14.1M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
BIT
2
BlackRock Institutional Trust
California
$28.2M
3
Invesco
3
Invesco
Georgia
$2.79M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
JCAM
5
Jericho Capital Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$2.78M +$587K +31,116 +27%
Millennium Management
52
Millennium Management
New York
$2.61M +$1.41M +74,510 +117%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$2.55M +$88.7K +4,700 +4%
CEI
54
Clark Estates Inc
New York
$2.26M +$2.26M +120,000 New
HCM
55
Highbridge Capital Management
New York
$2.25M +$2.25M +119,000 New
MOACM
56
Mutual of America Capital Management
New York
$2.09M +$601K +31,840 +40%
Goldman Sachs
57
Goldman Sachs
New York
$2.06M -$4.28M -226,743 -67%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$1.86M – – –
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.86M +$405K +21,450 +28%
Two Sigma Investments
60
Two Sigma Investments
New York
$1.82M -$689K -36,508 -28%
BG
61
BlackRock Group
United Kingdom
$1.8M -$436K -23,077 -19%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$1.78M -$3.6M -191,001 -67%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.75M +$141K +7,463 +9%
Wells Fargo
64
Wells Fargo
California
$1.72M +$866K +45,901 +101%
AA
65
Ancora Advisors
Ohio
$1.66M +$1.66M +87,900 New
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.64M +$237K +12,550 +17%
OC
67
Oppenheimer & Co
New York
$1.59M +$1.59M +84,131 New
MCM
68
Moore Capital Management
New York
$1.56M +$536K +28,411 +52%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.35M -$21.7K -1,149 -2%
MAM
70
Martingale Asset Management
Massachusetts
$1.34M -$4.1K -217 -0.3%
GC
71
Guggenheim Capital
Illinois
$1.3M -$106K -5,637 -8%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.25M +$206K +10,898 +20%
BCM
73
Bridgeway Capital Management
Texas
$1.17M – – –
TA
74
Teachers Advisors
New York
$1.12M -$10.1K -533 -0.9%
NFA
75
Nationwide Fund Advisors
Ohio
$1.12M +$1.12M +59,423 New
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