AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $662M invested in Avantax, Inc. Common Stock in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
63
Reduced
36
Closed
18
Calls
$2.17M
Puts
$4.59M
Net Calls
-$2.42M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
BlackRock
New York
$85.1M
2
PWAM
Park West Asset Management
California
$34.6M
3
NI
Numeric Investors
Massachusetts
$25.9M
4
CS
Credit Suisse
Switzerland
$5.84M
5
HCS
Harvest Capital Strategies
California
$4.67M

Top Sellers

1
PCM
Pennant Capital Management
New Jersey
$2.59M
2
HT
HAP Trading
New York
$0
3
Group One Trading
Group One Trading
Illinois
$0
4
GF
Gabelli Funds
New York
$4.21M
5
Walleye Trading
Walleye Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Shell Asset Management
Netherlands
$674K +$674K +38,942 New
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$666K – – –
AL
78
Airain Ltd
Guernsey
$657K +$446K +25,755 +211%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$625K +$56.2K +3,248 +10%
Asset Management One
80
Asset Management One
Japan
$619K -$371K -21,146 -37%
EMG
81
Ellington Management Group
Connecticut
$607K +$607K +35,100 New
NFA
82
Nationwide Fund Advisors
Ohio
$544K -$38.2K -2,211 -7%
Bessemer Group
83
Bessemer Group
New Jersey
$529K +$529K +30,600 New
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$522K +$63.2K +3,658 +14%
PG
85
PEAK6 Group
Illinois
$507K +$396K +22,847 +355%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$505K – – –
AP
87
AHL Partners
United Kingdom
$501K +$501K +28,986 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$497K +$195K +11,288 +65%
Public Sector Pension Investment Board (PSP Investments)
89
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$488K – – –
TPSF
90
Texas Permanent School Fund
Texas
$485K +$675 +39 +0.1%
Barclays
91
Barclays
United Kingdom
$457K +$23.7K +1,365 +5%
LPL Financial
92
LPL Financial
California
$443K -$44K -2,510 -9%
GAM
93
Gotham Asset Management
New York
$432K -$4.22K -244 -1%
AIG
94
American International Group
New York
$418K -$77.2K -4,459 -16%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$380K +$21.3K +1,230 +6%
O
96
OppenheimerFunds
New York
$376K +$112K +6,455 +42%
Credit Agricole
97
Credit Agricole
France
$356K +$355K +929 +30,967%
ASRS
98
Arizona State Retirement System
Arizona
$350K +$8.66K +500 +3%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$334K – – –
UBS Group
100
UBS Group
Switzerland
$323K -$39.7K -2,298 -11%
2 3
4
5 6