AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
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
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

1
LC
1
Loews Corp
New York
$14.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$7.86M
3
OFM
3
Okumus Fund Management
Cayman Islands
$6.99M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.5M
5
NI
5
Numeric Investors
Massachusetts
$8.23M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$5.55M
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
PRCM
3
Pine River Capital Management
Minnesota
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$1.67M +120,416 New
BG
53
BlackRock Group
United Kingdom
$1.41M -$219K -15,817 -13%
HHC
54
Hutchin Hill Capital
New York
$1.4M +$1.4M +101,400 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.27M +$1.27M +91,756 New
BCM
56
Bridgeway Capital Management
Texas
$1.15M -$200K -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 +$267K +19,300 +31%
Comerica Bank
59
Comerica Bank
Texas
$1.12M +$555K +40,048 +99%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$1.11M +$1.11M +80,320 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.09M +$4.61K +333 +0.4%
CS
62
Credit Suisse
Switzerland
$1.08M +$565K +40,775 +109%
Group One Trading
63
Group One Trading
Illinois
$1.07M +$555K +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 +$722K +52,200 +228%
Millennium Management
66
Millennium Management
New York
$1.01M -$2.85M -205,726 -74%
CCP
67
Centaur Capital Partners
Texas
$970K -$1.73M -125,000 -64%
AI
68
Analytic Investors
California
$968K -$24.2K -1,745 -2%
NFA
69
Nationwide Fund Advisors
Ohio
$944K -$5.62K -406 -0.6%
VIA
70
Vident Investment Advisory
Georgia
$939K +$939K +67,795 New
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$930K +$18K +1,300 +2%
PC
72
Permit Capital
Pennsylvania
$915K +$915K +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 +$632K +45,600 +422%
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3
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