AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

156 hedge funds and large institutions have $541M invested in Avantax, Inc. Common Stock in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 30 closing their positions.

Holders
156
Holders Change
-15
Holders Change %
-8.77%
% of All Funds
4.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
52
Reduced
63
Closed
30
Calls
$7.32M
Puts
$8.12M
Net Calls
-$799K
Net Calls Change
-$4.31M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.2M
2
ACM
2
Altalis Capital Management
New York
$10.7M
3
GF
3
Gabelli Funds
New York
$15.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.7M
5
KCP
5
Kenmare Capital Partners
New York
$2.72M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$69.7M
2
OCG
2
Opus Capital Group
Ohio
$0
3
TAM
3
Third Avenue Management
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
GT
5
Glenmede Trust
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
51
BlackRock Group
United Kingdom
$1.8M +$341K +22,411 +23%
MOACM
52
Mutual of America Capital Management
New York
$1.79M +$101K +6,655 +6%
Wells Fargo
53
Wells Fargo
California
$1.53M +$141K +9,265 +10%
BCM
54
Bridgeway Capital Management
Texas
$1.49M +$541K +35,500 +57%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$1.43M +$1.43M +94,074 New
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.35M -$87.2K -5,717 -6%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$1.27M -$235K -15,400 -16%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.19M -$137K -9,007 -10%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.18M -$235K -15,400 -17%
Goldman Sachs
60
Goldman Sachs
New York
$1.17M -$496K -32,517 -30%
PP
61
PDT Partners
New York
$1.13M +$1.13M +73,972 New
AI
62
Analytic Investors
California
$1.09M +$931K +61,074 +576%
Citigroup
63
Citigroup
New York
$1.08M +$1.05M +68,809 +3,155%
NFA
64
Nationwide Fund Advisors
Ohio
$1.05M +$139K +9,130 +15%
AllianceBernstein
65
AllianceBernstein
Tennessee
$1.01M -$83.8K -5,500 -8%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1M -$1.52K -100 -0.2%
Axa
67
Axa
France
$961K +$422K +27,700 +78%
PAM
68
Panagora Asset Management
Massachusetts
$953K -$2.26M -148,352 -70%
TA
69
Teachers Advisors
New York
$908K – – –
GC
70
Guggenheim Capital
Illinois
$888K -$160K -10,494 -15%
Bank of America
71
Bank of America
North Carolina
$814K +$90.5K +5,941 +13%
ARTA
72
A.R.T. Advisors
New York
$747K +$747K +49,033 New
OC
73
Oppenheimer & Co
New York
$744K -$538K -35,307 -42%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$719K +$45.7K +3,000 +7%
Swiss National Bank
75
Swiss National Bank
Switzerland
$710K – – –
1 2
3
4 5