AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
46
Reduced
61
Closed
22
Calls
$9.16M
Puts
$3.92M
Net Calls
+$5.24M
Net Calls Change
+$6.04M

Top Buyers

1
LC
1
Loews Corp
New York
$14.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$7.86M
3
OFM
3
Okumus Fund Management
Cayman Islands
$6.99M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.5M
5
NI
5
Numeric Investors
Massachusetts
$8.23M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$5.55M
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
PRCM
3
Pine River Capital Management
Minnesota
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$664K -$397K -28,714 -37%
Swiss National Bank
77
Swiss National Bank
Switzerland
$645K – – –
AA
78
Ancora Advisors
Ohio
$633K +$287K +20,700 +83%
Barclays
79
Barclays
United Kingdom
$623K -$1.26M -97,270 -67%
UBS Group
80
UBS Group
Switzerland
$612K +$612K +44,187 New
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$606K -$1.97K -142 -0.3%
TI
82
Trexquant Investment
Connecticut
$590K +$590K +42,600 New
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$583K -$72.2K -5,200 -11%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$577K +$101K +7,323 +21%
RCM
85
Riverloft Capital Management
Florida
$554K +$554K +40,000 New
OC
86
Oppenheimer & Co
New York
$552K -$124K -8,954 -18%
PG
87
PEAK6 Group
Illinois
$546K -$63.5K -4,581 -10%
ST
88
Spot Trading
Illinois
$522K +$522K +37,689 New
TPSF
89
Texas Permanent School Fund
Texas
$511K -$5.26K -380 -1%
Bank of America
90
Bank of America
North Carolina
$507K -$234K -16,860 -32%
QOP
91
Quinn Opportunity Partners
Virginia
$505K +$505K +36,500 New
PA
92
Profund Advisors
Maryland
$474K +$41.4K +2,990 +10%
AIG
93
American International Group
New York
$462K -$28.8K -2,082 -6%
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$455K – – –
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$445K -$70.7K -5,100 -14%
PRCP
96
Pacific Ridge Capital Partners
Oregon
$423K +$193K +13,920 +84%
PPA
97
Parametric Portfolio Associates
Washington
$418K +$418K +30,184 New
Asset Management One
98
Asset Management One
Japan
$408K +$408K +29,552 New
ASRS
99
Arizona State Retirement System
Arizona
$395K +$1.38K +100 +0.4%
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
$376K +$26.6K +1,922 +8%
2 3
4
5 6