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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $9.16M | Put options by funds: $3.92M

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

6% more funds holding

Funds holding: 156 → 165 (+9)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

11% less capital invested

Capital invested by funds: $541M → $484M (-$57.6M)

25% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 61

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
46
Reduced
61
Closed
22
Calls
$9.16M
Puts
$3.92M
Net Calls
+$5.24M
Net Calls Change
+$6.04M

Top Buyers

Rank Fund Capital Flow
1
LC
Loews Corp
New York
+$15.4M
2
Boston Partners
Boston Partners
Massachusetts
+$8.35M
3
OFM
Okumus Fund Management
Cayman Islands
+$7.42M
4
First Trust Advisors
First Trust Advisors
Illinois
+$5.09M
5
NI
Numeric Investors
Massachusetts
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$14.6M
2
WCM Investment Management
WCM Investment Management
California
-$11.2M
3
PRCM
Pine River Capital Management
Minnesota
-$10.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.26M
5
Morgan Stanley
Morgan Stanley
New York
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$1.87M – – –
GAM
52
Gotham Asset Management
New York
$1.67M +$1.77M +120,416 New
BG
53
BlackRock Group
United Kingdom
$1.41M -$233K -15,817 -13%
HHC
54
Hutchin Hill Capital
New York
$1.4M +$1.49M +101,400 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.27M +$1.35M +91,756 New
BCM
56
Bridgeway Capital Management
Texas
$1.15M -$212K -14,403 -15%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$1.15M – – –
Axa
58
Axa
France
$1.14M +$284K +19,300 +31%
Comerica Bank
59
Comerica Bank
Texas
$1.12M +$589K +40,048 +99%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$1.11M +$1.18M +80,320 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.09M +$4.9K +333 +0.4%
CS
62
Credit Suisse
Switzerland
$1.08M +$600K +40,775 +109%
Group One Trading
63
Group One Trading
Illinois
$1.07M +$590K +40,089 +108%
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.07M – – –
SIM
65
Spark Investment Management
New York
$1.04M +$768K +52,200 +228%
Millennium Management
66
Millennium Management
New York
$1.01M -$3.03M -205,726 -74%
CCP
67
Centaur Capital Partners
Texas
$970K -$1.84M -125,000 -64%
AI
68
Analytic Investors
California
$968K -$25.7K -1,745 -2%
NFA
69
Nationwide Fund Advisors
Ohio
$944K -$5.97K -406 -0.6%
VIA
70
Vident Investment Advisory
Georgia
$939K +$997K +67,795 New
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$930K +$19.1K +1,300 +2%
PC
72
Permit Capital
Pennsylvania
$915K +$972K +66,100 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$914K – – –
TA
74
Teachers Advisors
New York
$825K – – –
MERSOM
75
Municipal Employees' Retirement System of Michigan
Michigan
$782K +$671K +45,600 +422%
1 2
3
4 5

AVTA Hedge Fund Activity: Q4 2014 in Review

165 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2014, worth a combined $484M — down 11% from $541M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVTA positions and 22 closed out — a net gain of 12 holders — while 46 added to existing stakes and 61 trimmed.

The largest buyer was Loews Corp, opening a new position worth an estimated $15.4M. The largest seller was Deutsche Bank, cutting an estimated $14.6M.

  • 165 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2014, up from 156 in Q3 2014.
  • Funds reported $484M of Avantax, Inc. Common Stock stock for Q4 2014, down 11% quarter-over-quarter.
  • 34 funds opened new Avantax, Inc. Common Stock positions in Q4 2014 and 22 closed out, a net change of +12 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q4 2014 was Loews Corp, an estimated $15.4M added.
  • The largest Avantax, Inc. Common Stock seller in Q4 2014 was Deutsche Bank, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2014.