AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

150 hedge funds and large institutions have $345M invested in Avantax, Inc. Common Stock in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
45
Reduced
46
Closed
20
Calls
$6.87M
Puts
$16.4M
Net Calls
-$9.5M
Net Calls Change
+$3.72M

Top Buyers

1
PCM
1
Pennant Capital Management
New Jersey
$11.7M
2
PWAM
2
Park West Asset Management
California
$10.4M
3
Wells Fargo
3
Wells Fargo
California
$10.4M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.03M
5
CAM
5
ClariVest Asset Management
California
$5.23M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
AC
3
Armistice Capital
New York
$5.18M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.48M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRCP
76
Pacific Ridge Capital Partners
Oregon
$465K – – –
Comerica Bank
77
Comerica Bank
Texas
$460K -$4K -364 -0.9%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$445K -$8.9K -858 -2%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$425K +$169K +16,300 +66%
Marshall Wace
80
Marshall Wace
United Kingdom
$421K +$421K +40,609 New
GAM
81
Gotham Asset Management
New York
$418K +$418K +40,352 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$387K -$659K -63,723 -63%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$386K – – –
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$341K – – –
AllianceBernstein
85
AllianceBernstein
Tennessee
$336K +$49.7K +4,800 +17%
TPSF
86
Texas Permanent School Fund
Texas
$328K -$13.5K -1,299 -4%
OA
87
Oak Associates
Ohio
$327K – – –
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$318K – – –
IAM
89
Integre Asset Management
New York
$315K +$315K +30,425 New
AIG
90
American International Group
New York
$306K -$15.9K -1,532 -5%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$300K -$14.9M -1,433,039 -98%
Squarepoint
92
Squarepoint
New York
$294K +$2.91K +281 +1%
Public Sector Pension Investment Board (PSP Investments)
93
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$292K – – –
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$278K -$2.33K -225 -0.8%
TH
95
Timber Hill
Connecticut
$270K +$270K +26,034 New
EMG
96
Ellington Management Group
Connecticut
$269K +$269K +26,000 New
Parallax Volatility Advisers
97
Parallax Volatility Advisers
California
$263K -$2.34M -225,575 -90%
UBS Group
98
UBS Group
Switzerland
$250K +$39.3K +3,796 +19%
Walleye Trading
99
Walleye Trading
New York
$249K +$175K +16,892 +235%
CCMH
100
Cornerstone Capital Management Holdings
New York
$225K -$1.05M -101,491 -82%
2 3
4
5 6