AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $760M invested in Avantax, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
49
Reduced
59
Closed
9
Calls
$10.8M
Puts
$17.2M
Net Calls
-$6.43M
Net Calls Change
+$3.04M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$10.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$7.3M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$21.8M
4
Millennium Management
4
Millennium Management
New York
$7.48M
5
GCP
5
GSA Capital Partners
United Kingdom
$2.61M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$3K
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$70.4M
3
Walleye Trading
3
Walleye Trading
New York
$479K
4
BlackRock
4
BlackRock
New York
$135M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$1.16M -$99.7K -5,759 -8%
CS
52
Credit Suisse
Switzerland
$1.15M +$98.1K +5,671 +9%
CM
53
CM Management
Florida
$1.13M -$606K -35,000 -35%
PI
54
PEAK6 Investments
Illinois
$1.03M -$1.19M -68,736 -54%
BSP
55
Benefit Street Partners
New York
$1.02M +$538K +31,100 +111%
AAS
56
Avantax Advisory Services
Texas
$969K +$98.6K +5,700 +11%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$940K +$931K +53,739 +9,952%
CSS
58
Cubist Systematic Strategies
Connecticut
$940K +$940K +54,308 New
Prudential Financial
59
Prudential Financial
New Jersey
$902K -$72K -4,160 -7%
Bank of America
60
Bank of America
North Carolina
$863K -$1.8M -103,719 -68%
Ensign Peak Advisors
61
Ensign Peak Advisors
Utah
$785K – – –
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$754K +$6.58K +380 +0.9%
Canada Life
63
Canada Life
Manitoba, Canada
$723K – – –
UBS AM
64
UBS AM
Illinois
$712K +$161K +9,318 +29%
Comerica Bank
65
Comerica Bank
Texas
$709K -$52.6K -3,368 -7%
EGM
66
Engineers Gate Manager
New York
$697K -$153K -8,811 -18%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$685K -$1.06K -61 -0.2%
AllianceBernstein
68
AllianceBernstein
Tennessee
$662K -$131K -7,600 -17%
HWAM
69
Hennion & Walsh Asset Management
New Jersey
$648K -$132K -7,654 -17%
COPPSERS
70
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$643K -$1.04K -60 -0.2%
OQS
71
Occudo Quantitative Strategies
Florida
$633K +$633K +36,585 New
PRCP
72
Pacific Ridge Capital Partners
Oregon
$625K -$7.62K -440 -1%
TPSF
73
Texas Permanent School Fund
Texas
$625K +$502 +29 +0.1%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$579K +$14.9K +861 +3%
DTL
75
Dynamic Technology Lab
Singapore
$552K +$351K +20,260 +174%
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