AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

149 hedge funds and large institutions have $399M invested in Avantax, Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
43
Reduced
63
Closed
21
Calls
$8.55M
Puts
$3.81M
Net Calls
+$4.74M
Net Calls Change
+$14.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.3M
4
NC
4
Northpointe Capital
Michigan
$3.99M
5
NI
5
Numeric Investors
Massachusetts
$6.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.99M
2
AC
2
Armistice Capital
New York
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$1.45M
4
RA
4
Royce & Associates
New York
$9.08M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$371K +$137K +12,200 +58%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$368K – – –
AllianceBernstein
78
AllianceBernstein
Tennessee
$363K – – –
IAM
79
Integre Asset Management
New York
$362K +$21.6K +1,927 +6%
Legal & General Group
80
Legal & General Group
United Kingdom
$360K +$291K +25,968 +419%
TC
81
TFS Capital
Pennsylvania
$351K -$1.8M -161,246 -84%
Bank of America
82
Bank of America
North Carolina
$347K -$1.45M -129,223 -81%
TPSF
83
Texas Permanent School Fund
Texas
$326K -$28.3K -2,528 -8%
AIG
84
American International Group
New York
$325K -$6.18K -552 -2%
Public Sector Pension Investment Board (PSP Investments)
85
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$316K – – –
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$314K -$29.2K -2,609 -9%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$301K -$119K -10,609 -28%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$300K +$458 +41 +0.2%
Citigroup
89
Citigroup
New York
$270K +$106K +9,443 +65%
UBS Group
90
UBS Group
Switzerland
$267K -$4.08K -364 -2%
Group One Trading
91
Group One Trading
Illinois
$256K +$256K +22,862 New
BA
92
BlackRock Advisors
Delaware
$240K +$23.5K +2,099 +11%
QIM
93
Quantitative Investment Management
Virginia
$232K +$232K +20,800 New
SCM
94
Stevens Capital Management
Pennsylvania
$229K +$229K +20,404 New
ASRS
95
Arizona State Retirement System
Arizona
$221K -$20.2K -1,800 -8%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$218K -$2.02K -180 -0.9%
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$215K +$215K +19,184 New
Citadel Advisors
98
Citadel Advisors
Florida
$214K -$320K -28,576 -60%
AG
99
Algert Global
California
$213K +$213K +19,017 New
CAM
100
Capstone Asset Management
Texas
$206K -$4.92K -440 -2%
2 3
4
5 6