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 $529M invested in Avantax, Inc. Common Stock in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 25 closing their positions.

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
55
Reduced
48
Closed
25
Calls
$17.4M
Puts
$5.78M
Net Calls
+$11.6M
Net Calls Change
+$6.85M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$77.7M
2
BFA
2
BlackRock Fund Advisors
California
$47.6M
3
NI
3
Numeric Investors
Massachusetts
$12.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$5.84M
5
Group One Trading
5
Group One Trading
Illinois
$3.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.68M
2
PCM
2
Pennant Capital Management
New Jersey
$13.1M
3
RA
3
Royce & Associates
New York
$7.98M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.28M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
76
PineBridge Investments
New York
$525K +$453K +30,716 +632%
RJA
77
Raymond James & Associates
Florida
$499K +$499K +33,807 New
NFA
78
Nationwide Fund Advisors
Ohio
$497K -$13.5K -912 -3%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$494K +$494K +33,496 New
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$485K – – –
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$431K +$16.9K +1,145 +4%
AIG
82
American International Group
New York
$422K -$5.67K -384 -1%
Massachusetts Financial Services
83
Massachusetts Financial Services
Massachusetts
$419K +$419K +28,427 New
Public Sector Pension Investment Board (PSP Investments)
84
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$416K – – –
TPSF
85
Texas Permanent School Fund
Texas
$413K -$16.3K -1,103 -4%
LPL Financial
86
LPL Financial
California
$410K -$333K -22,598 -45%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$392K -$4.31K -292 -1%
GAM
88
Gotham Asset Management
New York
$372K -$1.12M -76,173 -75%
Barclays
89
Barclays
United Kingdom
$368K +$147K +9,987 +67%
BA
90
BlackRock Advisors
Delaware
$337K +$21K +1,423 +7%
UBS Group
91
UBS Group
Switzerland
$309K -$41.4K -2,811 -12%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$306K +$18.9K +1,280 +7%
ASRS
93
Arizona State Retirement System
Arizona
$291K – – –
VOYA Investment Management
94
VOYA Investment Management
Georgia
$285K – – –
PAM
95
Panagora Asset Management
Massachusetts
$263K -$342K -23,201 -56%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$256K +$27.6K +1,876 +12%
PAG
97
Private Advisory Group
Washington
$251K +$251K +17,005 New
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$250K -$131K -9,209 -34%
VKH
99
Virtu KCG Holdings
New York
$246K +$86.1K +5,833 +54%
LSCM
100
LaSalle Street Capital Management
Illinois
$243K – – –
2 3
4
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