AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $399M invested in Avantax, Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
43
Reduced
63
Closed
21
Calls
$8.55M
Puts
$3.81M
Net Calls
+$4.74M
Net Calls Change
+$14.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.3M
4
NC
4
Northpointe Capital
Michigan
$3.99M
5
NI
5
Numeric Investors
Massachusetts
$6.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.99M
2
AC
2
Armistice Capital
New York
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$1.45M
4
RA
4
Royce & Associates
New York
$9.08M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
51
Teachers Advisors
New York
$924K +$144K +12,840 +18%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$884K +$560K +49,939 +173%
Asset Management One
53
Asset Management One
Japan
$834K -$91.5K -8,171 -10%
GC
54
Guggenheim Capital
Illinois
$788K -$14.9K -1,326 -2%
Prudential Financial
55
Prudential Financial
New Jersey
$755K -$992K -88,570 -57%
Swiss National Bank
56
Swiss National Bank
Switzerland
$738K – – –
CS
57
Credit Suisse
Switzerland
$737K +$83K +7,413 +13%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$698K +$5.49K +490 +0.8%
Walleye Trading
59
Walleye Trading
New York
$650K +$380K +33,986 +141%
SKK
60
Shepherd Kaplan Krochuk
Massachusetts
$576K +$441K +39,381 +327%
LPL Financial
61
LPL Financial
California
$573K -$36.2K -3,186 -6%
Canada Life
62
Canada Life
Manitoba, Canada
$558K – – –
Two Sigma Advisers
63
Two Sigma Advisers
New York
$552K -$372K -33,200 -40%
BG
64
BlackRock Group
United Kingdom
$547K -$126K -11,209 -19%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$538K -$24.7K -2,200 -4%
Arrowstreet Capital
66
Arrowstreet Capital
Massachusetts
$519K -$774K -69,063 -60%
PA
67
Profund Advisors
Maryland
$515K -$104K -9,304 -17%
PRCP
68
Pacific Ridge Capital Partners
Oregon
$501K -$2.58K -230 -0.5%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$481K – – –
Parallax Volatility Advisers
70
Parallax Volatility Advisers
California
$473K +$189K +16,912 +67%
PAM
71
Panagora Asset Management
Massachusetts
$460K +$281K +25,059 +157%
Comerica Bank
72
Comerica Bank
Texas
$449K -$30.7K -2,683 -6%
OA
73
Oak Associates
Ohio
$419K – – –
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$418K – – –
NFA
75
Nationwide Fund Advisors
Ohio
$387K -$1.02M -90,900 -72%
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