AVTA

Avantax, Inc. Common Stock

Delisted

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

141 hedge funds and large institutions have $682M invested in Avantax, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-13
Holders Change %
-8.44%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
11
Increased
34
Reduced
62
Closed
23
Calls
$18.6M
Puts
$19.4M
Net Calls
-$767K
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Shares
Change %
CM
51
CM Management
Florida
$1.01M
CS
52
Credit Suisse
Switzerland
$1M -$30.3K -1,943 -3%
ERSOT
53
Employees Retirement System of Texas
Texas
$967K +$967K +62,000 New
AG
54
Algert Global
California
$962K +$962K +61,716 New
BSP
55
Benefit Street Partners
New York
$921K
Bank of America
56
Bank of America
North Carolina
$875K +$98.5K +6,321 +13%
Prudential Financial
57
Prudential Financial
New Jersey
$845K +$32.9K +2,109 +4%
AAS
58
Avantax Advisory Services
Texas
$829K -$44.9K -2,875 -5%
Group One Trading
59
Group One Trading
Illinois
$825K -$889K -57,018 -52%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$816K -$30.3K -1,941 -4%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$796K +$498K +31,928 +167%
CSS
62
Cubist Systematic Strategies
Connecticut
$746K -$101K -6,479 -12%
Comerica Bank
63
Comerica Bank
Texas
$740K -$18.1K -1,086 -2%
EGM
64
Engineers Gate Manager
New York
$715K +$87.7K +5,624 +14%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$707K
Arrowstreet Capital
66
Arrowstreet Capital
Massachusetts
$693K -$2.92M -187,290 -81%
Canada Life
67
Canada Life
Manitoba, Canada
$655K
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$653K +$653K +41,871 New
UBS AM
69
UBS AM
Illinois
$642K
AGM
70
Alpine Global Management
New York
$634K +$634K +40,640 New
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$613K -$3.72K -239 -0.6%
Barclays
72
Barclays
United Kingdom
$606K +$210K +13,493 +53%
PRCP
73
Pacific Ridge Capital Partners
Oregon
$586K +$23.2K +1,490 +4%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$575K -$3.93K -252 -0.7%
HWAM
75
Hennion & Walsh Asset Management
New Jersey
$572K -$11.8K -760 -2%