AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

147 hedge funds and large institutions have $755M invested in Avantax, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
34
Reduced
64
Closed
29
Calls
$219K
Puts
$2.77M
Net Calls
-$2.55M
Net Calls Change
-$3.71M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$19.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$49.2M
3
NW
3
NewEdge Wealth
Pennsylvania
$19M
4
Millennium Management
4
Millennium Management
New York
$5.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$141M
2
NM
2
Newtyn Management
New York
$0
3
SCM
3
Simcoe Capital Management
New York
$28.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.85M
5
NSGL
5
No Street GP LP
California
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.11M 49,674 – –
Prudential Financial
52
Prudential Financial
New Jersey
$1.08M 48,405 -98,352 -67%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$994K 44,407 -4,568 -9%
OQS
54
Occudo Quantitative Strategies
Florida
$991K 44,261 +44,261 New
COPPSERS
55
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$976K 43,619 +1,466 +3%
CS
56
Credit Suisse
Switzerland
$889K 39,728 +2,912 +8%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$857K 38,272 +15,061 +65%
PRCP
58
Pacific Ridge Capital Partners
Oregon
$838K 37,448 +78 +0.2%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$826K 36,914 -2,539 -6%
Citigroup
60
Citigroup
New York
$789K 35,256 +10,387 +42%
Two Sigma Investments
61
Two Sigma Investments
New York
$781K 34,910 -127,312 -78%
Canada Life
62
Canada Life
Manitoba, Canada
$774K 34,585 -17,721 -34%
EC
63
EJF Capital
Virginia
$761K 34,000 – –
TPSF
64
Texas Permanent School Fund
Texas
$760K 33,976 -1,727 -5%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$743K 33,176 +1,365 +4%
Bank of America
66
Bank of America
North Carolina
$713K 31,875 -21,334 -40%
AFG
67
Atomi Financial Group
New York
$709K 31,694 -5,602 -15%
UBS Group
68
UBS Group
Switzerland
$652K 29,124 +17,327 +147%
RA
69
Royce & Associates
New York
$647K 28,918 +28,918 New
VOYA Investment Management
70
VOYA Investment Management
Georgia
$625K 27,905 +9,139 +49%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$584K 26,092 +12,671 +94%
Barclays
72
Barclays
United Kingdom
$569K 25,475 +1,323 +5%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$568K 25,390 -1,872 -7%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$532K 23,758 – –
Franklin Resources
75
Franklin Resources
California
$531K 23,740 +23,740 New
1 2
3
4 5