AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $1.1B invested in Avantax, Inc. Common Stock in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
45
Reduced
66
Closed
16
Calls
$8.78M
Puts
$3.43M
Net Calls
+$5.35M
Net Calls Change
+$283K

Top Buyers

1
ECM
1
Engine Capital Management
New York
$60.5M
2
Invesco
2
Invesco
Georgia
$46.8M
3
Boston Partners
3
Boston Partners
Massachusetts
$15.2M
4
CM
4
Caption Management
Oklahoma
$6M
5
SCM
5
Simcoe Capital Management
New York
$43.7M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
NM
2
Newtyn Management
New York
$33.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$61.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$1.53M 60,106 +577 +1%
Tudor Investment Corp
52
Tudor Investment Corp
Connecticut
$1.45M 56,588 +11,254 +25%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.44M 56,364 +967 +2%
EI
54
EAM Investors
California
$1.42M 55,494 -15,854 -22%
GCP
55
GSA Capital Partners
United Kingdom
$1.38M 54,209 -11,830 -18%
HF
56
HRT Financial
New York
$1.38M 53,914 +53,914 New
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.31M 51,491 +63 +0.1%
COPPSERS
58
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.31M 51,247 +7,745 +18%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.25M 49,117 -239 -0.5%
Prudential Financial
60
Prudential Financial
New Jersey
$1.23M 48,314 -295 -0.6%
Citadel Advisors
61
Citadel Advisors
Florida
$1.2M 46,884 +28,318 +153%
Bank of America
62
Bank of America
North Carolina
$1.04M 40,897 -8,082 -17%
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$1.03M 40,411 +21,516 +114%
PRCP
64
Pacific Ridge Capital Partners
Oregon
$960K 37,590 -20 -0.1%
CS
65
Credit Suisse
Switzerland
$940K 36,807 -25,601 -41%
QC
66
Quadrature Capital
United Kingdom
$933K 36,586 +36,586 New
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$912K 35,717 -3 -0%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$866K 33,948 +14,702 +76%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$851K 33,343 +236 +0.7%
YCM
70
Yousif Capital Management
Michigan
$839K 32,859 -5,720 -15%
Citigroup
71
Citigroup
New York
$839K 32,855 +10,343 +46%
TPSF
72
Texas Permanent School Fund
Texas
$822K 32,192 -2,150 -6%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$802K 31,424 -6,540 -17%
Comerica Bank
74
Comerica Bank
Texas
$762K 28,228 -8,320 -23%
NYLIM
75
New York Life Investment Management
New York
$741K 29,018 +3,114 +12%
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