AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
152
Holders Change
-13
Holders Change %
-7.88%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
17
Increased
52
Reduced
56
Closed
28
Calls
$923K
Puts
$7.68M
Net Calls
-$6.75M
Net Calls Change
-$12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
AC
2
Armistice Capital
New York
$10.6M
3
HCS
3
Harvest Capital Strategies
California
$7.91M
4
SC
4
Sessa Capital
New York
$4.5M
5
TAM
5
THB Asset Management
Connecticut
$3.93M

Top Sellers

1
GF
1
Gabelli Funds
New York
$4.46M
2
OFM
2
Okumus Fund Management
Cayman Islands
$0
3
HA
3
Hays Advisory
Tennessee
$1.32M
4
BA
4
BlackRock Advisors
Delaware
$2.01M
5
PCM
5
Proxima Capital Management
New York
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$600K 43,835 -34,333 -44%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$598K 43,776 – –
GAM
78
Gotham Asset Management
New York
$595K 43,565 -76,851 -64%
Asset Management One
79
Asset Management One
Japan
$593K 43,012 +13,460 +46%
California Public Employees Retirement System
80
California Public Employees Retirement System
California
$583K 42,000 – –
Barclays
81
Barclays
United Kingdom
$570K 43,866 -4,059 -8%
Comerica Bank
82
Comerica Bank
Texas
$558K 40,821 -39,869 -49%
TPSF
83
Texas Permanent School Fund
Texas
$505K 36,967 +53 +0.1%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$494K 36,233 -5,429 -13%
EGM
85
Engineers Gate Manager
New York
$477K 34,909 +20,234 +138%
AA
86
Ancora Advisors
Ohio
– – -45,700 Closed
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$448K 32,820 – –
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$444K 32,532 -47,788 -59%
AIG
89
American International Group
New York
$440K 32,203 -1,174 -4%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$438K 32,100 – –
Axa
91
Axa
France
$437K 32,000 -50,400 -61%
PRCP
92
Pacific Ridge Capital Partners
Oregon
$426K 31,182 +640 +2%
PA
93
Profund Advisors
Maryland
$385K 28,216 -5,991 -18%
Wells Fargo
94
Wells Fargo
California
$380K 27,809 +16,582 +148%
PG
95
PEAK6 Group
Illinois
$371K 27,170 -12,234 -31%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$363K 26,592 +17,692 +199%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$355K 26,010 +11,607 +81%
Group One Trading
98
Group One Trading
Illinois
$350K 25,649 -51,500 -67%
CAM
99
Capstone Asset Management
Texas
$350K 25,656 -880 -3%
LCM
100
Landscape Capital Management
New Jersey
$330K 24,165 +4,465 +23%
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4
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