AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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142 hedge funds and large institutions have $738M invested in Avantax, Inc. Common Stock in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
55
Closed
22
Calls
$5.26M
Puts
$14.7M
Net Calls
-$9.47M
Net Calls Change
-$9.12M

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$38.3M
2
AA
2
Ancora Advisors
Ohio
$27.2M
3
BlackRock
3
BlackRock
New York
$132M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$16.3M
5
Millennium Management
5
Millennium Management
New York
$4.18M

Top Sellers

1
AC
1
Armistice Capital
New York
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$532K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.3M
5
PGM
5
Parian Global Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$1.64M -$155K -9,312 -9%
Citadel Advisors
52
Citadel Advisors
Florida
$1.62M +$646K +38,838 +67%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.21M -$13.8K -828 -1%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$1.15M -$549 -33 -0%
Goldman Sachs
55
Goldman Sachs
New York
$1.14M +$186K +11,166 +19%
CS
56
Credit Suisse
Switzerland
$1.01M -$155K -9,322 -13%
Barclays
57
Barclays
United Kingdom
$1M +$114K +6,852 +13%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$971K +$971K +58,343 New
Prudential Financial
59
Prudential Financial
New Jersey
$936K +$2.55K +153 +0.3%
AAS
60
Avantax Advisory Services
Texas
$837K -$115K -6,900 -12%
EGM
61
Engineers Gate Manager
New York
$816K -$25.3K -1,522 -3%
AI
62
Atom Investors
Texas
$782K -$399K -23,987 -34%
AllianceBernstein
63
AllianceBernstein
Tennessee
$763K -$548K -32,959 -42%
Ensign Peak Advisors
64
Ensign Peak Advisors
Utah
$754K – – –
HWAM
65
Hennion & Walsh Asset Management
New Jersey
$751K +$751K +45,109 New
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$719K – – –
Comerica Bank
67
Comerica Bank
Texas
$712K -$28.4K -1,942 -4%
Canada Life
68
Canada Life
Manitoba, Canada
$694K -$81.9K -4,926 -11%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$660K -$2.1K -126 -0.3%
COPPSERS
70
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$619K -$33 -2 -0%
PRCP
71
Pacific Ridge Capital Partners
Oregon
$608K – – –
TPSF
72
Texas Permanent School Fund
Texas
$600K -$42K -2,525 -7%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$543K -$79K -4,750 -13%
UBS Group
74
UBS Group
Switzerland
$532K -$8.77M -527,526 -94%
UBS AM
75
UBS AM
Illinois
$530K -$181K -10,864 -25%
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