AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
152
Holders Change
-13
Holders Change %
-7.88%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
17
Increased
52
Reduced
56
Closed
28
Calls
$923K
Puts
$7.68M
Net Calls
-$6.75M
Net Calls Change
-$12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
AC
2
Armistice Capital
New York
$10.6M
3
HCS
3
Harvest Capital Strategies
California
$7.91M
4
SC
4
Sessa Capital
New York
$4.5M
5
TAM
5
THB Asset Management
Connecticut
$3.93M

Top Sellers

1
GF
1
Gabelli Funds
New York
$4.46M
2
OFM
2
Okumus Fund Management
Cayman Islands
$0
3
HA
3
Hays Advisory
Tennessee
$1.32M
4
BA
4
BlackRock Advisors
Delaware
$2.01M
5
PCM
5
Proxima Capital Management
New York
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
51
Centaur Capital Partners
Texas
$1.71M 125,000 +55,000 +79%
Charles Schwab
52
Charles Schwab
California
$1.65M 120,563 -25,972 -18%
Two Sigma Investments
53
Two Sigma Investments
New York
$1.49M 109,110 -45,843 -30%
PCM
54
Proxima Capital Management
New York
$1.37M 100,000 -222,899 -69%
NFA
55
Nationwide Fund Advisors
Ohio
$1.32M 96,726 +28,579 +42%
HA
56
Hays Advisory
Tennessee
$1.32M 96,288 -368,970 -79%
BG
57
BlackRock Group
United Kingdom
$1.21M 88,725 -13,335 -13%
AQR Capital Management
58
AQR Capital Management
Connecticut
$1.14M 83,404 -75,693 -48%
BCM
59
Bridgeway Capital Management
Texas
$1.14M 83,097 – –
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.14M 83,080 – –
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.06M 77,398 +258 +0.3%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.05M 77,105 -1,300 -2%
UBS Group
63
UBS Group
Switzerland
$1M 73,315 +29,128 +66%
PPA
64
Parametric Portfolio Associates
Washington
$991K 72,563 +42,379 +140%
Millennium Management
65
Millennium Management
New York
$966K 70,683 -2,380 -3%
VIA
66
Vident Investment Advisory
Georgia
$940K 68,789 +994 +1%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$923K 67,562 +400 +0.6%
AllianceBernstein
68
AllianceBernstein
Tennessee
$902K 66,000 – –
Goldman Sachs
69
Goldman Sachs
New York
$891K 65,285 +17,302 +36%
TA
70
Teachers Advisors
New York
$828K 60,625 +1,053 +2%
MERSOM
71
Municipal Employees' Retirement System of Michigan
Michigan
$728K 53,300 -3,100 -5%
NCCM
72
Nine Chapters Capital Management
New Jersey
$701K 51,300 +51,300 New
QOP
73
Quinn Opportunity Partners
Virginia
$644K 47,148 +10,648 +29%
SIM
74
Spark Investment Management
New York
$640K 46,900 -28,200 -38%
Swiss National Bank
75
Swiss National Bank
Switzerland
$637K 46,600 – –
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