AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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150 hedge funds and large institutions have $904M invested in Avantax, Inc. Common Stock in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
4.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
22
Increased
67
Reduced
43
Closed
17
Calls
$6.8M
Puts
$2.74M
Net Calls
+$4.06M
Net Calls Change
+$144K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$22.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$16M
3
HA
3
Hays Advisory
Tennessee
$14.3M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$7.96M
5
Invesco
5
Invesco
Georgia
$9.49M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
HCM
2
Hawkeye Capital Management
Florida
$0
3
GCM
3
Gruss Capital Management
New York
$10.5M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$3.8M
5
SCA
5
SAC Capital Advisors
Connecticut
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$1.26M 54,820 -9,587 -15%
NCCM
77
Nine Chapters Capital Management
New Jersey
$1.23M 53,500 +53,500 New
CRM
78
Cramer Rosenthal McGlynn
Connecticut
$1.15M 50,000 +50,000 New
CCM
79
Cadence Capital Management
Massachusetts
$1.11M 48,304 +48,304 New
Comerica Bank
80
Comerica Bank
Texas
$1.08M 47,163 +3,411 +8%
Connor, Clark & Lunn Investment Management (CC&L)
81
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.07M 45,400 +5,800 +15%
MAA
82
Managed Account Advisors
New Jersey
$1.04M 45,091 +823 +2%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$1.01M 43,918 – –
TPSF
84
Texas Permanent School Fund
Texas
$1M 43,574 -2,388 -5%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$988K 43,000 +43,000 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$947K 41,230 +8,703 +27%
PPA
87
Parametric Portfolio Associates
Washington
$940K 40,895 -14,909 -27%
PCM
88
Prelude Capital Management
New York
$854K 37,168 -4,200 -10%
CAM
89
Capstone Asset Management
Texas
$852K 37,090 -20 -0.1%
ASRS
90
Arizona State Retirement System
Arizona
$846K 36,847 +1,000 +3%
Swiss National Bank
91
Swiss National Bank
Switzerland
$841K 36,600 -2,200 -6%
RFC
92
Russell Frank Company
Washington
$790K 34,373 +15,249 +80%
BG
93
BlackRock Group
United Kingdom
$789K 34,321 +9,295 +37%
CAM
94
ClariVest Asset Management
California
$785K 34,132 +34,132 New
SIM
95
Spark Investment Management
New York
$780K 34,000 +34,000 New
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$754K 32,820 – –
BA
97
BlackRock Advisors
Delaware
$750K 32,634 +7,595 +30%
AIG
98
American International Group
New York
$736K 32,036 +58 +0.2%
Citadel Advisors
99
Citadel Advisors
Florida
$717K 31,200 +31,085 +27,030%
Wells Fargo
100
Wells Fargo
California
$708K 30,818 -18,265 -37%
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