AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-6
Holders Change %
-3.87%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
34
Reduced
67
Closed
19
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$1.1M

Top Buyers

1
NSGL
1
No Street GP LP
California
$18.5M
2
Invesco
2
Invesco
Georgia
$23.5M
3
PCP
3
P2 Capital Partners
New York
$42.5M
4
WAM
4
Weiss Asset Management
Massachusetts
$18M
5
ECM
5
Engine Capital Management
New York
$40.8M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$56M
2
ACM
2
Archon Capital Management
Washington
$1.04M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$11.6M
4
P2P
4
Phase 2 Partners
California
$0
5
BlackRock
5
BlackRock
New York
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.07M 58,000 -27,500 -32%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$1.06M 57,494 -4,678 -8%
GCP
53
GSA Capital Partners
United Kingdom
$1.05M 57,122 +34,821 +156%
ACM
54
Archon Capital Management
Washington
$1.04M 56,208 -431,140 -88%
JCIA
55
Jackson Creek Investment Advisors
Colorado
$980K 49,023 +49,023 New
AllianceBernstein
56
AllianceBernstein
Tennessee
$947K 51,294 -147 -0.3%
Millennium Management
57
Millennium Management
New York
$935K 50,660 -55,623 -52%
UBS AM
58
UBS AM
Illinois
$900K 48,740 – –
Prudential Financial
59
Prudential Financial
New Jersey
$896K 48,544 -2,050 -4%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$857K 46,419 +6,758 +17%
Canada Life
61
Canada Life
Manitoba, Canada
$852K 46,164 +4,437 +11%
TI
62
Trexquant Investment
Connecticut
$833K 45,127 +45,127 New
COPPSERS
63
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$795K 43,071 +1,071 +3%
Comerica Bank
64
Comerica Bank
Texas
$771K 40,473 -1,360 -3%
Simplex Trading
65
Simplex Trading
Illinois
$743K 40,268 +7,213 +22%
Jane Street
66
Jane Street
New York
$742K 40,193 -25,484 -39%
YCM
67
Yousif Capital Management
Michigan
$723K 39,145 -5,445 -12%
PRCP
68
Pacific Ridge Capital Partners
Oregon
$691K 37,440 -140 -0.4%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$659K 35,739 +1,850 +5%
EGM
70
Engineers Gate Manager
New York
$651K 35,280 -73,631 -68%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$644K 34,908 – –
TPSF
72
Texas Permanent School Fund
Texas
$634K 34,322 -218 -0.6%
Victory Capital Management
73
Victory Capital Management
Texas
$605K 32,781 +9,776 +42%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$554K 30,018 -5,813 -16%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$541K 29,315 – –
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