AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $541M invested in Avantax, Inc. Common Stock in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-15
Holders Change %
-8.77%
% of All Funds
4.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
52
Reduced
63
Closed
30
Calls
$7.32M
Puts
$8.12M
Net Calls
-$799K
Net Calls Change
-$4.31M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.2M
2
ACM
2
Altalis Capital Management
New York
$10.7M
3
GF
3
Gabelli Funds
New York
$15.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.7M
5
KCP
5
Kenmare Capital Partners
New York
$2.72M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$69.7M
2
OCG
2
Opus Capital Group
Ohio
$0
3
TAM
3
Third Avenue Management
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
GT
5
Glenmede Trust
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
76
Nomura Holdings
Japan
$684K +$684K +43,928 New
ACM
77
Argentus Capital Management
Texas
$679K +$679K +44,547 New
PG
78
PEAK6 Group
Illinois
$670K +$277K +18,161 +70%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$669K -$77K -5,053 -10%
RJA
80
Raymond James & Associates
Florida
$646K +$357K +23,461 +124%
IMS
81
Index Management Solutions
Pennsylvania
$643K +$643K +42,188 New
Comerica Bank
82
Comerica Bank
Texas
$619K -$12.8K -842 -2%
CS
83
Credit Suisse
Switzerland
$570K -$259K -16,985 -31%
TPSF
84
Texas Permanent School Fund
Texas
$568K -$82.7K -5,428 -13%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$567K – – –
Group One Trading
86
Group One Trading
Illinois
$565K +$565K +37,060 New
AIG
87
American International Group
New York
$540K -$75.1K -4,929 -12%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$523K -$160K -10,500 -23%
WB
89
WesBanco Bank
West Virginia
$503K +$66.3K +4,350 +15%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$500K – – –
PA
91
Profund Advisors
Maryland
$476K -$96.9K -6,354 -17%
U
92
UBS
Switzerland
$463K -$165K -10,827 -26%
VRS
93
Virginia Retirement Systems
Virginia
$459K – – –
SIC
94
Schwartz Investment Counsel
Michigan
$457K +$457K +30,000 New
AL
95
Airain Ltd
Guernsey
$450K +$107K +6,989 +31%
MCM
96
Munder Capital Management
Michigan
$445K -$37.9K -2,490 -8%
CAM
97
Capstone Asset Management
Texas
$445K -$1.37K -90 -0.3%
ASRS
98
Arizona State Retirement System
Arizona
$433K -$33.5K -2,200 -7%
CMBA
99
C.M. Bidwell & Associates
Hawaii
$424K +$424K +27,820 New
Two Sigma Investments
100
Two Sigma Investments
New York
$421K -$1.05M -68,609 -71%
2 3
4
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