AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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144 hedge funds and large institutions have $358M invested in Avantax, Inc. Common Stock in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
144
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
28
Increased
45
Reduced
40
Closed
26
Calls
$1.14M
Puts
$11.9M
Net Calls
-$10.8M
Net Calls Change
-$4.78M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$26.6M
2
RA
2
Royce & Associates
New York
$11.2M
3
HRCM
3
Hawk Ridge Capital Management
California
$6.65M
4
NI
4
Numeric Investors
Massachusetts
$21.7M
5
BP
5
BBR Partners
New York
$1.91M

Top Sellers

1
HCS
1
Harvest Capital Strategies
California
$0
2
ACM
2
Altalis Capital Management
New York
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
SFM
5
Systematic Financial Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$743K 75,787 +1,368 +2%
LPL Financial
52
LPL Financial
California
$736K 76,292 +76,292 New
CS
53
Credit Suisse
Switzerland
$661K 67,519 +22,796 +51%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$637K 64,957 -1,960 -3%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$604K 61,620 +61,620 New
TA
56
Teachers Advisors
New York
$587K 59,917 – –
GC
57
Guggenheim Capital
Illinois
$554K 56,528 -25,551 -31%
RFC
58
Russell Frank Company
Washington
$543K 54,187 -36,787 -40%
PA
59
Profund Advisors
Maryland
$539K 54,980 +22,992 +72%
Swiss National Bank
60
Swiss National Bank
Switzerland
$530K 54,100 – –
VRS
61
Virginia Retirement Systems
Virginia
$526K 53,700 +53,700 New
HCM
62
Highbridge Capital Management
New York
$498K 50,768 +50,768 New
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$429K 43,776 – –
PP
64
PDT Partners
New York
$389K 39,696 +7,446 +23%
TI
65
Trexquant Investment
Connecticut
$387K 39,533 -22,497 -36%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$366K 37,300 – –
BG
67
BlackRock Group
United Kingdom
$366K 37,313 +859 +2%
Comerica Bank
68
Comerica Bank
Texas
$359K 41,381 -659 -2%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$356K 36,300 – –
FIM
70
Foresters Investment Management
New York
$338K 34,500 +34,500 New
TPSF
71
Texas Permanent School Fund
Texas
$333K 33,986 +123 +0.4%
HT
72
HAP Trading
New York
$325K 33,116 +33,116 New
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$315K 32,100 +32,100 New
OA
74
Oak Associates
Ohio
$309K 31,535 +31,535 New
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$301K 30,671 – –
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