AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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171 hedge funds and large institutions have $744M invested in Avantax, Inc. Common Stock in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
69
Reduced
56
Closed
32
Calls
$8.63M
Puts
$5.12M
Net Calls
+$3.51M
Net Calls Change
+$1.42M

Top Buyers

1
PRCM
1
Pine River Capital Management
Minnesota
$16.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$13.9M
3
PCM
3
Proxima Capital Management
New York
$10.7M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$8.45M
5
Norges Bank
5
Norges Bank
Norway
$14.1M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
BIT
2
BlackRock Institutional Trust
California
$28.2M
3
Invesco
3
Invesco
Georgia
$2.79M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
JCAM
5
Jericho Capital Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$1.03M -$2.7M -142,898 -72%
RFC
77
Regions Financial Corp
Alabama
$1.02M +$52.5K +2,781 +5%
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$998K +$218K +11,550 +28%
CCM
79
Cadence Capital Management
Massachusetts
$991K -$109K -5,797 -10%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$924K +$95.3K +5,053 +12%
Bank of America
81
Bank of America
North Carolina
$896K -$3.55M -187,975 -80%
MAA
82
Managed Account Advisors
New Jersey
$884K +$75.4K +3,994 +9%
Swiss National Bank
83
Swiss National Bank
Switzerland
$879K – – –
AQR Capital Management
84
AQR Capital Management
Connecticut
$849K -$3.05M -161,700 -78%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$846K +$307K +16,290 +57%
California Public Employees Retirement System
86
California Public Employees Retirement System
California
$834K +$5.66K +300 +0.7%
TPSF
87
Texas Permanent School Fund
Texas
$806K +$2.62K +139 +0.3%
CCMH
88
Cornerstone Capital Management Holdings
New York
$805K +$703K +37,300 +691%
Comerica Bank
89
Comerica Bank
Texas
$783K -$15.9K -844 -2%
U
90
UBS
Switzerland
$777K -$4.28M -226,727 -85%
AIG
91
American International Group
New York
$762K +$76.2K +4,040 +11%
CCA
92
Catalyst Capital Advisors
New York
$750K +$750K +39,720 New
PA
93
Profund Advisors
Maryland
$709K +$495K +26,217 +231%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$702K – – –
Axa
95
Axa
France
$668K +$432K +22,900 +183%
CA
96
Commerzbank Aktiengesellschaft
Germany
$632K +$632K +33,482 New
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$619K – – –
TC
98
TFS Capital
Pennsylvania
$610K -$419K -22,179 -41%
MCM
99
Munder Capital Management
Michigan
$598K -$136K -7,191 -18%
ASRS
100
Arizona State Retirement System
Arizona
$578K +$7.54K +400 +1%
2 3
4
5 6