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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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2 hedge funds and large institutions have $26 invested in Avantax, Inc. Common Stock in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 161 → 2 (-159)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less capital invested

Capital invested by funds: $835M → $26 (-$835M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-159
Holders Change %
-98.76%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$148M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$66.8M
4
State Street
State Street
Massachusetts
-$39.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
– -$1.82M -71,193 Closed
VF
52
Virtu Financial
New York
– -$1.73M -67,643 Closed
EC
53
EJF Capital
Virginia
– -$1.47M -57,432 Closed
CG
54
Carmignac Gestion
France
– -$1.44M -56,144 Closed
HF
55
HRT Financial
New York
– -$1.44M -56,143 Closed
Barclays
56
Barclays
United Kingdom
– -$1.43M -55,761 Closed
AAS
57
Avantax Advisory Services
Texas
– -$1.41M -54,987 Closed
Two Sigma Advisers
58
Two Sigma Advisers
New York
– -$1.38M -53,800 Closed
CC
59
Centiva Capital
New York
– -$1.37M -53,422 Closed
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$1.16M -45,435 Closed
Squarepoint
61
Squarepoint
New York
– -$1.15M -44,864 Closed
Prudential Financial
62
Prudential Financial
New Jersey
– -$1.11M -43,511 Closed
PCM
63
PenderFund Capital Management
British Columbia, Canada
– -$1.46M -42,064 Closed
PCM
64
Prelude Capital Management
New York
– -$1.06M -41,557 Closed
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
– -$1.05M -41,196 Closed
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
– -$1.05M -40,860 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$1.01M -39,546 Closed
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$964K -37,681 Closed
KC
69
Kellner Capital
New York
– -$962K -37,600 Closed
PRCP
70
Pacific Ridge Capital Partners
Oregon
– -$954K -37,288 Closed
SEI Investments
71
SEI Investments
Pennsylvania
– -$936K -36,573 Closed
UBS AM
72
UBS AM
Illinois
– -$890K -34,811 Closed
AR
73
Advisory Research
Illinois
– -$862K -33,691 Closed
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
– -$860K -33,628 Closed
Jane Street
75
Jane Street
New York
– -$859K -33,569 Closed
1 2
3
4 5

AVTA Hedge Fund Activity: Q4 2023 in Review

2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2023, worth a combined $26 — down 100% from $835M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of AVTA and 0 opened new positions — a net loss of 159 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $148M sold.

  • 2 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2023, down from 161 in Q3 2023.
  • Funds reported $26 of Avantax, Inc. Common Stock stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new Avantax, Inc. Common Stock positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest Avantax, Inc. Common Stock seller in Q4 2023 was BlackRock, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.