AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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143 hedge funds and large institutions have $493M invested in Avantax, Inc. Common Stock in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
143
Holders Change
-14
Holders Change %
-8.92%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
13
Increased
56
Reduced
48
Closed
27
Calls
$907K
Puts
$6.92M
Net Calls
-$6.01M
Net Calls Change
-$6.74M

Top Buyers

1
NI
1
Numeric Investors
Massachusetts
$23.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$15.1M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$20.5M
4
Prudential Financial
4
Prudential Financial
New Jersey
$5.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.1M
2
TAM
2
THB Asset Management
Connecticut
$0
3
BP
3
BBR Partners
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
TC
5
TFS Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Asset Management One
76
Asset Management One
Japan
$530K 39,445 -4,083 -9%
SCM
77
Sterling Capital Management
North Carolina
$517K 37,569 +37,569 New
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$514K 37,300 -66,319 -64%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$506K 36,795 +3,305 +10%
BG
80
BlackRock Group
United Kingdom
$502K 36,454 -581 -2%
California Public Employees Retirement System
81
California Public Employees Retirement System
California
$500K 36,300 -1,200 -3%
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$481K 34,950 +20,350 +139%
TPSF
83
Texas Permanent School Fund
Texas
$466K 33,863 -941 -3%
OC
84
Oppenheimer & Co
New York
$461K 33,486 +10,768 +47%
PP
85
PDT Partners
New York
$444K 32,250 +11,482 +55%
PA
86
Profund Advisors
Maryland
$440K 31,988 +1,229 +4%
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$422K 30,671 – –
Bank of America
88
Bank of America
North Carolina
$412K 29,902 -28,457 -49%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$408K 29,619 -1,007 -3%
AIG
90
American International Group
New York
$407K 29,576 +181 +0.6%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$395K 28,702 -1,007 -3%
CSS
92
Cubist Systematic Strategies
Connecticut
$343K 24,929 +24,929 New
Citadel Advisors
93
Citadel Advisors
Florida
$340K 24,724 +24,724 New
PRCP
94
Pacific Ridge Capital Partners
Oregon
$336K 24,400 -3,469 -12%
Wells Fargo
95
Wells Fargo
California
$336K 24,328 +3,943 +19%
UBS AM
96
UBS AM
Illinois
$311K 22,595 – –
CAM
97
Capstone Asset Management
Texas
$305K 22,146 +410 +2%
EGM
98
Engineers Gate Manager
New York
$291K 21,117 -1,522 -7%
OA
99
OFI Advisors
Pennsylvania
$273K 19,817 +678 +4%
ASRS
100
Arizona State Retirement System
Arizona
$270K 19,617 +19,617 New
2 3
4
5 6