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 $529M invested in Avantax, Inc. Common Stock in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
55
Reduced
48
Closed
25
Calls
$17.4M
Puts
$5.78M
Net Calls
+$11.6M
Net Calls Change
+$6.85M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$77.7M
2
BFA
2
BlackRock Fund Advisors
California
$47.6M
3
NI
3
Numeric Investors
Massachusetts
$12.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$5.84M
5
Group One Trading
5
Group One Trading
Illinois
$3.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.68M
2
PCM
2
Pennant Capital Management
New Jersey
$13.1M
3
RA
3
Royce & Associates
New York
$7.98M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.28M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$1.19M -$29.5K -2,000 -2%
Citigroup
52
Citigroup
New York
$1.09M +$733K +49,716 +207%
BG
53
BlackRock Group
United Kingdom
$1.04M +$321K +21,756 +45%
Millennium Management
54
Millennium Management
New York
$1.04M +$815K +55,286 +371%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$1.03M +$1.03M +70,050 New
HighTower Advisors
56
HighTower Advisors
Illinois
$1.02M +$1.02M +69,459 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$972K – – –
HHC
58
Hutchin Hill Capital
New York
$969K -$667K -45,200 -41%
Prudential Financial
59
Prudential Financial
New Jersey
$961K -$33.5K -2,270 -3%
Legal & General Group
60
Legal & General Group
United Kingdom
$943K +$468K +31,669 +98%
CS
61
Credit Suisse
Switzerland
$868K -$103K -6,994 -11%
Asset Management One
62
Asset Management One
Japan
$855K -$273K -18,024 -24%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$834K -$84.2K -5,712 -9%
SCM
64
Sterling Capital Management
North Carolina
$808K +$808K +54,754 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$782K +$304K +20,600 +64%
Canada Life
66
Canada Life
Manitoba, Canada
$732K – – –
OA
67
Oak Associates
Ohio
$728K +$263K +17,815 +56%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$677K -$31K -2,100 -4%
PA
69
Profund Advisors
Maryland
$672K -$6.62K -449 -1%
PRCP
70
Pacific Ridge Capital Partners
Oregon
$672K +$12.5K +850 +2%
Citadel Advisors
71
Citadel Advisors
Florida
$635K +$353K +23,909 +125%
Comerica Bank
72
Comerica Bank
Texas
$606K +$21.5K +1,442 +4%
Bank of America
73
Bank of America
North Carolina
$597K +$140K +9,534 +31%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$568K -$65K -4,410 -10%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$550K – – –
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