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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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146 hedge funds and large institutions have $716M invested in Avantax, Inc. Common Stock in 2013 Q2 according to their latest regulatory filings, with 146 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $1.43M

Holders
146
Holders Change
+146
Holders Change %
–
% of All Funds
4.76%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
146
Increased
–
Reduced
–
Closed
–
Calls
$5.34M
Puts
$1.43M
Net Calls
+$3.92M
Net Calls Change
+$3.92M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
76
Bank of America
North Carolina
$909K +$833K +49,038 New
Artisan Partners
77
Artisan Partners
Wisconsin
$862K +$790K +46,512 New
TPSF
78
Texas Permanent School Fund
Texas
$852K +$781K +45,962 New
MAA
79
Managed Account Advisors
New Jersey
$821K +$752K +44,268 New
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$814K +$746K +43,918 New
Comerica Bank
81
Comerica Bank
Texas
$811K +$743K +43,752 New
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$775K +$673K +39,600 New
PCM
83
Prelude Capital Management
New York
$767K +$703K +41,368 New
NFA
84
Nationwide Fund Advisors
Ohio
$751K +$689K +40,531 New
GAM
85
Gotham Asset Management
New York
$740K +$678K +39,922 New
Goldman Sachs
86
Goldman Sachs
New York
$734K +$673K +39,590 New
Swiss National Bank
87
Swiss National Bank
Switzerland
$719K +$659K +38,800 New
CAM
88
Capstone Asset Management
Texas
$688K +$630K +37,110 New
ASRS
89
Arizona State Retirement System
Arizona
$664K +$609K +35,847 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$618K +$566K +33,297 New
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$608K +$558K +32,820 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$602K +$553K +32,527 New
AIG
93
American International Group
New York
$593K +$543K +31,978 New
California Public Employees Retirement System
94
California Public Employees Retirement System
California
$572K +$524K +30,828 New
MAM
95
Martingale Asset Management
Massachusetts
$537K +$491K +28,912 New
ProShare Advisors
96
ProShare Advisors
Maryland
$509K +$467K +27,474 New
AG
97
Algert Global
California
$500K +$458K +26,946 New
Two Sigma Advisers
98
Two Sigma Advisers
New York
$497K +$456K +26,851 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$495K +$453K +26,677 New
Citigroup
100
Citigroup
New York
$468K +$428K +25,216 New
2 3
4
5 6

AVTA Hedge Fund Activity: Q2 2013 in Review

146 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2013, worth a combined $716M.

Buyers outnumbered sellers: 146 funds opened new AVTA positions and 0 closed out — a net gain of 146 holders — while 0 added to existing stakes and 0 trimmed.

  • 146 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $716M of Avantax, Inc. Common Stock stock for Q2 2013.
  • 146 funds opened new Avantax, Inc. Common Stock positions in Q2 2013 and 0 closed out, a net change of +146 holders.

Based on aggregated 13F filings for Q2 2013.