AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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144 hedge funds and large institutions have $358M invested in Avantax, Inc. Common Stock in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
144
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
28
Increased
45
Reduced
40
Closed
26
Calls
$1.14M
Puts
$11.9M
Net Calls
-$10.8M
Net Calls Change
-$4.78M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$26.6M
2
RA
2
Royce & Associates
New York
$11.2M
3
HRCM
3
Hawk Ridge Capital Management
California
$6.65M
4
NI
4
Numeric Investors
Massachusetts
$21.7M
5
BP
5
BBR Partners
New York
$1.91M

Top Sellers

1
HCS
1
Harvest Capital Strategies
California
$0
2
ACM
2
Altalis Capital Management
New York
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
SFM
5
Systematic Financial Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
76
American International Group
New York
$294K 29,952 +376 +1%
UBS Group
77
UBS Group
Switzerland
$288K 29,356 +16,513 +129%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$286K 29,239 -23,929 -45%
Public Sector Pension Investment Board (PSP Investments)
79
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$276K 28,198 -16,900 -37%
WCM
80
Wedge Capital Management
North Carolina
$275K 28,025 +28,025 New
AllianceBernstein
81
AllianceBernstein
Tennessee
$271K 27,620 -38,300 -58%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$243K 24,750 +9,200 +59%
PRCP
83
Pacific Ridge Capital Partners
Oregon
$239K 24,400 – –
Two Sigma Advisers
84
Two Sigma Advisers
New York
$230K 23,451 -75,600 -76%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$230K 23,501 +23,501 New
O
86
OppenheimerFunds
New York
$227K 23,154 +23,154 New
UBS AM
87
UBS AM
Illinois
$221K 22,595 – –
Bank of America
88
Bank of America
North Carolina
$211K 21,507 -8,395 -28%
CAM
89
Capstone Asset Management
Texas
$208K 21,176 -970 -4%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$203K 20,765 -7,937 -28%
Wells Fargo
91
Wells Fargo
California
$202K 20,563 -3,765 -15%
Group One Trading
92
Group One Trading
Illinois
$200K 20,394 +20,394 New
ASRS
93
Arizona State Retirement System
Arizona
$197K 20,117 +500 +3%
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$196K 19,900 +600 +3%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$189K 19,253 -17,542 -48%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$184K 18,807 – –
BA
97
BlackRock Advisors
Delaware
$179K 18,283 -24,341 -57%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$177K 18,100 – –
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$172K 17,570 -12,049 -41%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$172K 17,500 – –
2 3
4
5 6