AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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155 hedge funds and large institutions have $877M invested in Avantax, Inc. Common Stock in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
16
Increased
45
Reduced
63
Closed
12
Calls
$8.09M
Puts
$5.56M
Net Calls
+$2.53M
Net Calls Change
+$4.98M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$35.2M
2
NM
2
Newtyn Management
New York
$29.3M
3
WAM
3
Weiss Asset Management
Massachusetts
$10.4M
4
P2P
4
Phase 2 Partners
California
$7.35M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.83M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$4.92M
2
PCP
2
P2 Capital Partners
New York
$35.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$67.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$791K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Saltoro Capital
Texas
$1.66M +$1.66M +85,000 New
Verition Fund Management
52
Verition Fund Management
Connecticut
$1.47M -$40.6K -2,079 -3%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$1.4M +$859K +43,942 +159%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$1.3M +$165K +8,442 +14%
CM
55
CastleKnight Management
New York
$1.3M – – –
Jane Street
56
Jane Street
New York
$1.28M +$851K +43,534 +197%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.22M -$105K -5,374 -8%
CS
58
Credit Suisse
Switzerland
$1.19M +$12.4K +632 +1%
AAS
59
Avantax Advisory Services
Texas
$1.16M -$6.91K -352 -0.6%
ZIM
60
Zacks Investment Management
Illinois
$1.06M +$1.06M +54,069 New
Bank of America
61
Bank of America
North Carolina
$1.04M -$477K -24,382 -31%
Assenagon Asset Management
62
Assenagon Asset Management
Luxembourg
$1.03M +$1.03M +52,775 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.01M +$418K +21,370 +71%
Prudential Financial
64
Prudential Financial
New Jersey
$989K -$12.1K -619 -1%
SEI Investments
65
SEI Investments
Pennsylvania
$988K +$988K +50,519 New
UBS AM
66
UBS AM
Illinois
$953K -$186K -9,531 -16%
Comerica Bank
67
Comerica Bank
Texas
$879K -$4.83K -230 -0.5%
YCM
68
Yousif Capital Management
Michigan
$872K -$4.5K -230 -0.5%
Canada Life
69
Canada Life
Manitoba, Canada
$837K – – –
Citigroup
70
Citigroup
New York
$825K +$92.1K +4,707 +13%
COPPSERS
71
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$821K +$101K +5,178 +14%
CSS
72
Cubist Systematic Strategies
Connecticut
$821K +$222K +11,366 +37%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$791K -$6.12M -313,236 -89%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$775K +$254 +13 +0%
Barclays
75
Barclays
United Kingdom
$766K -$477K -24,378 -38%
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