AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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177 hedge funds and large institutions have $2.23B invested in Avantax, Inc. Common Stock in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
38
Increased
66
Reduced
48
Closed
27
Calls
$10.9M
Puts
$8.83M
Net Calls
+$2.08M
Net Calls Change
-$772K

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.44B
2
OCG
2
Opus Capital Group
Ohio
$15.3M
3
BIT
3
BlackRock Institutional Trust
California
$43M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$8.08M
5
GF
5
Gabelli Funds
New York
$11.8M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$0
2
FA
2
Friess Associates
Delaware
$0
3
RCM
3
Raging Capital Management
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.41M
5
NAM
5
Nichols Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
Teachers Advisors
New York
$1.18M +$31.1K +1,580 +3%
CCM
77
Cadence Capital Management
Massachusetts
$1.15M +$197K +9,988 +21%
Allianz Asset Management
78
Allianz Asset Management
Germany
$1.14M -$8.95M -454,401 -89%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$1.08M -$35.4K -1,800 -3%
TC
80
TFS Capital
Pennsylvania
$1.07M +$1.07M +54,496 New
MCM
81
Moore Capital Management
New York
$1.07M +$1.07M +54,367 New
RFC
82
Regions Financial Corp
Alabama
$1.01M +$127K +6,429 +14%
BlackRock
83
BlackRock
New York
$976K +$701K +35,613 +255%
Swiss National Bank
84
Swiss National Bank
Switzerland
$918K +$197K +10,000 +27%
AL
85
Airain Ltd
Guernsey
$918K +$918K +46,631 New
Wells Fargo
86
Wells Fargo
California
$894K +$370K +18,786 +71%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$865K – – –
MAA
88
Managed Account Advisors
New Jersey
$844K +$114K +5,773 +16%
TPSF
89
Texas Permanent School Fund
Texas
$838K -$15K -761 -2%
ProShare Advisors
90
ProShare Advisors
Maryland
$835K +$835K +42,386 New
Comerica Bank
91
Comerica Bank
Texas
$833K -$12.4K -632 -1%
California Public Employees Retirement System
92
California Public Employees Retirement System
California
$824K -$1.25M -66,351 -60%
LPL Financial
93
LPL Financial
California
$819K +$645K +32,794 +372%
COPPSERS
94
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$814K +$814K +41,350 New
MCM
95
Munder Capital Management
Michigan
$766K +$161K +8,161 +27%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$762K -$1.35M -68,810 -64%
Citigroup
97
Citigroup
New York
$745K +$200K +10,143 +37%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$732K -$114K -5,800 -13%
AIG
99
American International Group
New York
$716K +$60.7K +3,084 +9%
RFC
100
Russell Frank Company
Washington
$680K -$1.65M -88,308 -71%
2 3
4
5 6