AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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151 hedge funds and large institutions have $784M invested in Avantax, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
42
Reduced
58
Closed
14
Calls
$12.3M
Puts
$14.7M
Net Calls
-$2.45M
Net Calls Change
-$1.68M

Top Buyers

1
HPC
1
Hill Path Capital
New York
$40.1M
2
ECM
2
Engine Capital Management
New York
$11.9M
3
NM
3
Newtyn Management
New York
$10.4M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$6.13M
5
BlackRock
5
BlackRock
New York
$136M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$46M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$19.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$5.76M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$1.17M 67,546 +1,677 +3%
CM
52
CastleKnight Management
New York
$1.15M 66,235 +66,235 New
Barclays
53
Barclays
United Kingdom
$1.1M 63,514 +24,636 +63%
ERSOT
54
Employees Retirement System of Texas
Texas
$1.07M 62,000 – –
CS
55
Credit Suisse
Switzerland
$1.04M 60,250 -4,158 -6%
AAS
56
Avantax Advisory Services
Texas
$1.03M 59,691 +6,555 +12%
BSP
57
Benefit Street Partners
New York
$1.02M 59,100 – –
UBS AM
58
UBS AM
Illinois
$1.01M 58,271 +17,110 +42%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$1.01M 58,257 -13,120 -18%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$921K 53,201 +863 +2%
Prudential Financial
61
Prudential Financial
New Jersey
$887K 51,213 -2,999 -6%
AGM
62
Alpine Global Management
New York
$866K 50,000 +9,360 +23%
YCM
63
Yousif Capital Management
Michigan
$776K 44,820 +44,820 New
Two Sigma Investments
64
Two Sigma Investments
New York
$762K 44,010 -40,992 -48%
Citadel Advisors
65
Citadel Advisors
Florida
$749K 43,255 -145,406 -77%
Canada Life
66
Canada Life
Manitoba, Canada
$723K 41,727 – –
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$687K 39,648 +307 +0.8%
EWM
68
Empirical Wealth Management
Washington
$671K 38,745 -175,514 -82%
AG
69
Algert Global
California
$663K 38,282 -23,434 -38%
Comerica Bank
70
Comerica Bank
Texas
$660K 42,063 -2,243 -5%
PRCP
71
Pacific Ridge Capital Partners
Oregon
$651K 37,580 – –
Citigroup
72
Citigroup
New York
$649K 37,467 +11,381 +44%
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$638K 36,822 -81 -0.2%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$620K 35,806 -13 -0%
TPSF
75
Texas Permanent School Fund
Texas
$611K 35,279 -725 -2%
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