AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

157 hedge funds and large institutions have $571M invested in Avantax, Inc. Common Stock in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
60
Reduced
49
Closed
17
Calls
$1.13M
Puts
$401K
Net Calls
+$728K
Net Calls Change
+$7.48M

Top Buyers

1
NI
Numeric Investors
Massachusetts
$15.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$8.91M
3
KAM
Knightsbridge Asset Management
California
$6.23M
4
Morgan Stanley
Morgan Stanley
New York
$9.99M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.07M

Top Sellers

1
LC
Loews Corp
New York
$8.22M
2
ACM
Altalis Capital Management
New York
$8.94M
3
NA
NS Advisors
Connecticut
$358K
4
HRCM
Hawk Ridge Capital Management
California
$0
5
SC
Sessa Capital
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
76
Axa
France
$793K +$276K +17,100 +53%
PAM
77
Panagora Asset Management
Massachusetts
$771K +$652K +40,396 +548%
SIM
78
Spark Investment Management
New York
$756K – – –
Swiss National Bank
79
Swiss National Bank
Switzerland
$753K – – –
CWM
80
Concert Wealth Management
California
$738K +$738K +45,224 New
QOP
81
Quinn Opportunity Partners
Virginia
$713K -$48.5K -3,000 -6%
Asset Management One
82
Asset Management One
Japan
$702K +$8.32K +516 +1%
HCM
83
Highbridge Capital Management
New York
$673K +$673K +41,641 New
RFC
84
Russell Frank Company
Washington
$614K +$614K +38,000 New
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$606K -$72.7K -4,500 -11%
BG
86
BlackRock Group
United Kingdom
$598K -$835K -51,690 -58%
LPL Financial
87
LPL Financial
California
$569K +$569K +36,434 New
TPSF
88
Texas Permanent School Fund
Texas
$562K -$34.9K -2,163 -6%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$541K +$111K +6,898 +26%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$518K – – –
PA
91
Profund Advisors
Maryland
$497K +$41.1K +2,543 +9%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$495K -$34.7K -2,149 -7%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$494K -$90.4K -5,607 -15%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$480K +$59.7K +3,699 +14%
AIG
95
American International Group
New York
$475K -$45.3K -2,808 -9%
LCM
96
Landscape Capital Management
New Jersey
$464K +$73.3K +4,535 +19%
PRCP
97
Pacific Ridge Capital Partners
Oregon
$450K -$53.5K -3,313 -11%
OC
98
Oppenheimer & Co
New York
$367K +$138K +8,518 +60%
EGM
99
Engineers Gate Manager
New York
$366K -$198K -12,270 -35%
UBS AM
100
UBS AM
Illinois
$365K +$71.1K +4,400 +24%
2 3
4
5 6