We are live on ! Find out more
AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

Back to rankings

161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $755M → $835M (+$79.1M)

10% more funds holding

Funds holding: 147 → 161 (+14)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

89% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $10.5M

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
39
Reduced
64
Closed
23
Calls
$1.11M
Puts
$10.5M
Net Calls
-$9.41M
Net Calls Change
-$6.86M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$22.2M
2
MF
Magnetar Financial
Illinois
+$21.2M
3
WP
Woodline Partners
California
+$20.5M
4
Morgan Stanley
Morgan Stanley
New York
+$18.8M
5
WIC
Water Island Capital
New York
+$18.7M

Top Sellers

Rank Fund Capital Flow
1
PCP
P2 Capital Partners
New York
-$51.5M
2
Invesco
Invesco
Georgia
-$44.6M
3
SCM
Simcoe Capital Management
New York
-$18M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$17.4M
5
NSGL
No Street GP LP
California
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
51
Virtu Financial
New York
$1.73M +$1.6M +67,643 New
EC
52
EJF Capital
Virginia
$1.47M +$556K +23,432 +69%
PCM
53
PenderFund Capital Management
British Columbia, Canada
$1.46M +$998K +42,064 New
CG
54
Carmignac Gestion
France
$1.44M +$1.33M +56,144 New
HF
55
HRT Financial
New York
$1.44M -$100K -4,236 -7%
Barclays
56
Barclays
United Kingdom
$1.43M +$718K +30,286 +119%
AAS
57
Avantax Advisory Services
Texas
$1.41M -$523K -22,058 -29%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$1.38M -$1.78M -75,251 -58%
CC
59
Centiva Capital
New York
$1.37M +$1.27M +53,422 New
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.16M -$912K -38,470 -46%
Squarepoint
61
Squarepoint
New York
$1.15M +$843K +35,540 +381%
Prudential Financial
62
Prudential Financial
New Jersey
$1.11M -$116K -4,894 -10%
PCM
63
Prelude Capital Management
New York
$1.06M +$986K +41,557 New
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$1.05M -$1.76M -74,089 -64%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.05M -$84.1K -3,547 -8%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.01M +$30.2K +1,274 +3%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$964K +$894K +37,681 New
KC
68
Kellner Capital
New York
$962K +$892K +37,600 New
PRCP
69
Pacific Ridge Capital Partners
Oregon
$954K -$3.79K -160 -0.4%
SEI Investments
70
SEI Investments
Pennsylvania
$936K -$425K -17,931 -33%
UBS AM
71
UBS AM
Illinois
$890K -$249K -10,495 -23%
AR
72
Advisory Research
Illinois
$862K -$922K -38,895 -54%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$860K -$77.9K -3,286 -9%
Jane Street
74
Jane Street
New York
$859K -$408K -17,209 -34%
ProShare Advisors
75
ProShare Advisors
Maryland
$839K +$778K +32,810 New
1 2
3
4 5

AVTA Hedge Fund Activity: Q3 2023 in Review

161 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2023, worth a combined $835M — up 10% from $755M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AVTA positions and 23 closed out — a net gain of 14 holders — while 39 added to existing stakes and 64 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.2M. The largest seller was P2 Capital Partners, exiting entirely with an estimated $51.5M sold.

  • 161 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2023, up from 147 in Q2 2023.
  • Funds reported $835M of Avantax, Inc. Common Stock stock for Q3 2023, up 10% quarter-over-quarter.
  • 37 funds opened new Avantax, Inc. Common Stock positions in Q3 2023 and 23 closed out, a net change of +14 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q3 2023 was Goldman Sachs, an estimated $22.2M added.
  • The largest Avantax, Inc. Common Stock seller in Q3 2023 was P2 Capital Partners, an estimated $51.5M sold.

Based on aggregated 13F filings for Q3 2023.