AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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204 hedge funds and large institutions have $1.09B invested in Avantax, Inc. Common Stock in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
94
Reduced
56
Closed
15
Calls
$5.9M
Puts
$3.66M
Net Calls
+$2.25M
Net Calls Change
+$2.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$141M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$46.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.5M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$14.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$40.9M
2
PWAM
2
Park West Asset Management
California
$24M
3
NI
3
Numeric Investors
Massachusetts
$31.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$46.4M
5
PC
5
Permit Capital
Pennsylvania
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$3.75M +$2.19M +86,400 +140%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$3.45M +$17.7K +700 +0.5%
GI
53
GAMCO Investors
Connecticut
$3.37M -$428K -16,900 -11%
CEP
54
Chicago Equity Partners
Illinois
$3.28M -$864K -34,135 -21%
ICRM
55
Insight Capital Research & Management
California
$3M +$3M +118,748 New
TCIM
56
TIAA CREF Investment Management
New York
$2.79M -$33.3K -1,318 -1%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$2.75M +$1.7M +67,075 +161%
JIR
58
James Investment Research
Ohio
$2.75M +$2.75M +108,490 New
GF
59
Gabelli Funds
New York
$2.73M -$25.3K -1,000 -0.9%
PAM
60
Panagora Asset Management
Massachusetts
$2.71M +$1.69M +66,886 +166%
HI
61
HBK Investments
Texas
$2.69M -$1.45M -57,454 -35%
KBC Group
62
KBC Group
Belgium
$2.58M +$534K +21,126 +26%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$2.5M +$21.1K +832 +0.8%
OAM
64
Oberweis Asset Management
Illinois
$2.44M +$1.18M +46,690 +94%
WG
65
Winton Group
United Kingdom
$2.39M +$2.39M +94,591 New
UBS Group
66
UBS Group
Switzerland
$2.3M +$1.7M +67,257 +283%
Bank of America
67
Bank of America
North Carolina
$2.3M +$54.8K +2,164 +2%
Two Sigma Investments
68
Two Sigma Investments
New York
$2.24M -$2.6M -102,600 -54%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$2.22M +$163K +6,455 +8%
Legal & General Group
70
Legal & General Group
United Kingdom
$2.17M +$343K +13,547 +19%
Federated Hermes
71
Federated Hermes
Pennsylvania
$2.06M -$841K -33,249 -29%
OAM
72
Oxford Asset Management
United Kingdom
$2M -$508K -19,994 -20%
TA
73
Teachers Advisors
New York
$1.9M +$10.2K +403 +0.5%
CCM
74
Cadence Capital Management
Massachusetts
$1.8M +$86.8K +3,432 +5%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.75M -$103K -4,057 -6%
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