AVTA

Avantax, Inc. Common Stock

Delisted

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

154 hedge funds and large institutions have $662M invested in Avantax, Inc. Common Stock in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
63
Reduced
36
Closed
18
Calls
$2.17M
Puts
$4.59M
Net Calls
-$2.42M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Shares
Change %
Federated Hermes
51
Federated Hermes
Pennsylvania
$1.3M +$1.3M +74,954 New
Bank of America
52
Bank of America
North Carolina
$1.29M +$589K +34,055 +84%
TA
53
Teachers Advisors
New York
$1.28M -$165K -9,525 -11%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.14M
MAM
55
Martingale Asset Management
Massachusetts
$1.13M +$1.13M +65,510 New
Legal & General Group
56
Legal & General Group
United Kingdom
$1.12M +$16.2K +937 +1%
CCM
57
Cadence Capital Management
Massachusetts
$1.11M +$1.11M +63,883 New
PRCP
58
Pacific Ridge Capital Partners
Oregon
$1.02M +$236K +13,650 +30%
HIM
59
Hillsdale Investment Management
Ontario, Canada
$1.01M +$1.01M +58,100 New
Citigroup
60
Citigroup
New York
$975K -$301K -17,420 -24%
SCM
61
Sterling Capital Management
North Carolina
$947K
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$945K +$300K +17,330 +46%
Massachusetts Financial Services
63
Massachusetts Financial Services
Massachusetts
$942K +$450K +26,003 +91%
AllianceBernstein
64
AllianceBernstein
Tennessee
$917K
PI
65
PineBridge Investments
New York
$912K +$297K +17,156 +48%
Citadel Advisors
66
Citadel Advisors
Florida
$909K +$164K +9,501 +22%
Canada Life
67
Canada Life
Manitoba, Canada
$908K +$49.3K +2,857 +6%
HI
68
HBK Investments
Texas
$872K +$872K +50,400 New
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$862K +$67.5K +3,900 +8%
OA
70
Oak Associates
Ohio
$854K
Comerica Bank
71
Comerica Bank
Texas
$789K +$40.9K +2,221 +5%
PA
72
Profund Advisors
Maryland
$781K -$7.06K -408 -0.9%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$780K +$780K +45,100 New
TI
74
Trexquant Investment
Connecticut
$726K +$726K +41,937 New
RJA
75
Raymond James & Associates
Florida
$711K +$126K +7,274 +22%