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 $691M invested in Avantax, Inc. Common Stock in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
52
Reduced
53
Closed
20
Calls
$4.17M
Puts
$4.52M
Net Calls
-$351K
Net Calls Change
+$2.9M

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$12.9M
2
GGPE
2
Golden Gate Private Equity
California
$10.2M
3
UBS Group
3
UBS Group
Switzerland
$8.9M
4
BlackRock
4
BlackRock
New York
$118M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$23.8M

Top Sellers

1
AC
1
Armistice Capital
New York
$21.1M
2
RCAMU
2
Rothschild & Co Asset Management US
Connecticut
$1.35M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$29.5M
4
EWM
4
Empirical Wealth Management
Washington
$3.41M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
51
Rothschild & Co Asset Management US
Connecticut
$1.35M -$13.7M -861,533 -91%
PI
52
PEAK6 Investments
Illinois
$1.26M +$879K +55,234 +233%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.25M +$336K +21,113 +37%
Walleye Trading
54
Walleye Trading
New York
$1.23M +$1.23M +77,362 New
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.17M – – –
AI
56
Atom Investors
Texas
$1.13M +$1.13M +70,978 New
CS
57
Credit Suisse
Switzerland
$1.11M +$104K +6,504 +10%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$1.1M -$212K -13,310 -16%
Citadel Advisors
59
Citadel Advisors
Florida
$926K -$2.16M -136,101 -70%
Goldman Sachs
60
Goldman Sachs
New York
$915K -$2.79M -175,619 -75%
AAS
61
Avantax Advisory Services
Texas
$910K -$746K -46,926 -45%
Wells Fargo
62
Wells Fargo
California
$895K +$194K +12,214 +28%
Prudential Financial
63
Prudential Financial
New Jersey
$892K -$5.56K -350 -0.6%
ICM
64
Invenomic Capital Management
Massachusetts
$872K -$170K -10,689 -16%
Comerica Bank
65
Comerica Bank
Texas
$866K +$3.74K +219 +0.4%
Barclays
66
Barclays
United Kingdom
$848K -$82.9K -5,206 -9%
EGM
67
Engineers Gate Manager
New York
$805K +$82K +5,149 +11%
Canada Life
68
Canada Life
Manitoba, Canada
$742K -$98.8K -6,215 -12%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$721K – – –
Millennium Management
70
Millennium Management
New York
$687K -$2.64M -165,693 -79%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$687K – – –
UBS AM
72
UBS AM
Illinois
$679K – – –
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$633K -$1.04K -65 -0.2%
CSS
74
Cubist Systematic Strategies
Connecticut
$627K -$754K -47,420 -55%
TPSF
75
Texas Permanent School Fund
Texas
$614K -$100K -6,299 -14%
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