AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $857M invested in Avantax, Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
25
Increased
62
Reduced
43
Closed
18
Calls
$6.7M
Puts
$1.64M
Net Calls
+$5.07M
Net Calls Change
+$3.64M

Top Buyers

1
SCM
1
Simcoe Capital Management
New York
$30M
2
PCM
2
Portolan Capital Management
Massachusetts
$7.73M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M
4
VC
4
Voss Capital
Texas
$2.5M
5
JAM
5
Jupiter Asset Management
United Kingdom
$5.44M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$9.34M
2
GGPE
2
Golden Gate Private Equity
California
$2.05M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$50M
4
ECM
4
Engine Capital Management
New York
$34.6M
5
WAM
5
Weiss Asset Management
Massachusetts
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GCP
51
GSA Capital Partners
United Kingdom
$1.28M 66,039 +8,917 +16%
AG
52
Algert Global
California
$1.26M 64,932 +3,902 +6%
CS
53
Credit Suisse
Switzerland
$1.21M 62,408 +3,699 +6%
SEI Investments
54
SEI Investments
Pennsylvania
$1.15M 59,529 +1,143 +2%
Canada Life
55
Canada Life
Manitoba, Canada
$1.14M 58,980 +12,816 +28%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.07M 55,397 -2,097 -4%
UBS AM
57
UBS AM
Illinois
$1.07M 55,201 +6,461 +13%
AllianceBernstein
58
AllianceBernstein
Tennessee
$995K 51,428 +134 +0.3%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$955K 49,356 +2,937 +6%
Bank of America
60
Bank of America
North Carolina
$948K 48,979 +29,365 +150%
Prudential Financial
61
Prudential Financial
New Jersey
$940K 48,609 +65 +0.1%
JCIA
62
Jackson Creek Investment Advisors
Colorado
$908K 46,968 -2,055 -4%
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$877K 45,334 +17,961 +66%
CM
64
CastleKnight Management
New York
$870K 45,000 -21,235 -32%
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$841K 43,502 +431 +1%
Comerica Bank
66
Comerica Bank
Texas
$761K 36,548 -3,925 -10%
YCM
67
Yousif Capital Management
Michigan
$746K 38,579 -566 -1%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$735K 37,964 -26,554 -41%
PRCP
69
Pacific Ridge Capital Partners
Oregon
$727K 37,610 +170 +0.5%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$691K 35,720 +5,702 +19%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$675K 34,908 – –
CSS
72
Cubist Systematic Strategies
Connecticut
$674K 34,840 +14,662 +73%
TPSF
73
Texas Permanent School Fund
Texas
$664K 34,342 +20 +0.1%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$640K 33,107 -2,632 -7%
TI
75
Trexquant Investment
Connecticut
$631K 32,624 -12,503 -28%
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