AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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150 hedge funds and large institutions have $345M invested in Avantax, Inc. Common Stock in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
45
Reduced
46
Closed
20
Calls
$6.87M
Puts
$16.4M
Net Calls
-$9.5M
Net Calls Change
+$3.72M

Top Buyers

1
PCM
1
Pennant Capital Management
New Jersey
$11.7M
2
PWAM
2
Park West Asset Management
California
$10.4M
3
Wells Fargo
3
Wells Fargo
California
$10.4M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.03M
5
CAM
5
ClariVest Asset Management
California
$5.23M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
AC
3
Armistice Capital
New York
$5.18M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.48M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHC
51
Hutchin Hill Capital
New York
$1.05M +$1.05M +101,700 New
EA
52
Emerald Acquisition
Washington
$1.04M +$1.04M +100,558 New
HT
53
HAP Trading
New York
$876K +$876K +84,563 New
Two Sigma Advisers
54
Two Sigma Advisers
New York
$854K +$291K +28,100 +52%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$852K -$46.2K -4,462 -5%
Asset Management One
56
Asset Management One
Japan
$850K +$63.9K +6,213 +8%
AQR Capital Management
57
AQR Capital Management
Connecticut
$838K +$216K +20,887 +35%
Goldman Sachs
58
Goldman Sachs
New York
$792K -$953K -91,997 -55%
GC
59
Guggenheim Capital
Illinois
$742K -$13.6K -1,311 -2%
TA
60
Teachers Advisors
New York
$722K +$83.6K +8,068 +13%
Swiss National Bank
61
Swiss National Bank
Switzerland
$683K – – –
LSV Asset Management
62
LSV Asset Management
Illinois
$678K -$1.2M -116,000 -64%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$640K -$98.6K -9,516 -13%
BG
64
BlackRock Group
United Kingdom
$620K +$198K +19,133 +47%
LPL Financial
65
LPL Financial
California
$606K -$280K -24,724 -32%
CS
66
Credit Suisse
Switzerland
$605K -$2.49M -240,283 -80%
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$600K +$39K +3,760 +7%
PA
68
Profund Advisors
Maryland
$573K -$73.5K -7,095 -11%
EGM
69
Engineers Gate Manager
New York
$563K +$563K +54,331 New
DCM
70
Dynamic Capital Management
Jersey
$554K +$554K +53,491 New
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$520K -$4.14K -400 -0.8%
Canada Life
72
Canada Life
Manitoba, Canada
$514K +$489K +47,430 +1,997%
Citadel Advisors
73
Citadel Advisors
Florida
$494K +$494K +47,680 New
AL
74
Airain Ltd
Guernsey
$475K +$66.2K +6,384 +16%
BCG
75
Barington Capital Group
New York
$466K +$466K +45,000 New
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