AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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143 hedge funds and large institutions have $493M invested in Avantax, Inc. Common Stock in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
143
Holders Change
-14
Holders Change %
-8.92%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
13
Increased
56
Reduced
48
Closed
27
Calls
$907K
Puts
$6.92M
Net Calls
-$6.01M
Net Calls Change
-$6.74M

Top Buyers

1
NI
1
Numeric Investors
Massachusetts
$23.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$15.1M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$20.5M
4
Prudential Financial
4
Prudential Financial
New Jersey
$5.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.1M
2
TAM
2
THB Asset Management
Connecticut
$0
3
BP
3
BBR Partners
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
TC
5
TFS Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
51
Russell Frank Company
Washington
$1.25M 90,974 +52,974 +139%
NFA
52
Nationwide Fund Advisors
Ohio
$1.18M 85,670 – –
GC
53
Guggenheim Capital
Illinois
$1.13M 82,079 -6,646 -7%
Citigroup
54
Citigroup
New York
$1.07M 77,364 +69,208 +849%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.03M 74,419 -300 -0.4%
CCP
56
Centaur Capital Partners
Texas
$964K 70,000 +70,000 New
NCCM
57
Nine Chapters Capital Management
New Jersey
$958K 69,600 -46,100 -40%
Barclays
58
Barclays
United Kingdom
$954K 73,327 +72,545 +9,277%
SC
59
Sessa Capital
New York
$950K 68,981 – –
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$921K 66,917 +2,950 +5%
AllianceBernstein
61
AllianceBernstein
Tennessee
$908K 65,920 -80 -0.1%
GAM
62
Gotham Asset Management
New York
$882K 64,040 +5,178 +9%
Axa
63
Axa
France
$865K 62,800 +13,700 +28%
TI
64
Trexquant Investment
Connecticut
$854K 62,030 +42,230 +213%
TA
65
Teachers Advisors
New York
$825K 59,917 – –
Allianz Asset Management
66
Allianz Asset Management
Germany
$814K 59,089 -155,332 -72%
Swiss National Bank
67
Swiss National Bank
Switzerland
$745K 54,100 +7,500 +16%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$732K 53,168 -22,591 -30%
AQR Capital Management
69
AQR Capital Management
Connecticut
$718K 52,178 -18,073 -26%
Public Sector Pension Investment Board (PSP Investments)
70
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$621K 45,098 -17,800 -28%
CS
71
Credit Suisse
Switzerland
$615K 44,723 -6,975 -13%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$603K 43,776 -5,326 -11%
BA
73
BlackRock Advisors
Delaware
$587K 42,624 -8,045 -16%
Comerica Bank
74
Comerica Bank
Texas
$579K 42,040 -41,190 -49%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$561K 40,733 +37,186 +1,048%
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