AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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204 hedge funds and large institutions have $1.09B invested in Avantax, Inc. Common Stock in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
94
Reduced
56
Closed
15
Calls
$5.9M
Puts
$3.66M
Net Calls
+$2.25M
Net Calls Change
+$2.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$141M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$46.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.5M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$14.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$40.9M
2
PWAM
2
Park West Asset Management
California
$24M
3
NI
3
Numeric Investors
Massachusetts
$31.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$46.4M
5
PC
5
Permit Capital
Pennsylvania
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$1.71M -$87.2K -3,447 -5%
Swiss National Bank
77
Swiss National Bank
Switzerland
$1.67M – – –
SFM
78
Systematic Financial Management
New Jersey
$1.66M -$349K -13,810 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
79
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.59M +$1.18M +46,800 +289%
Canada Life
80
Canada Life
Manitoba, Canada
$1.59M +$172K +6,770 +12%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$1.57M – – –
Bessemer Group
82
Bessemer Group
New Jersey
$1.53M – – –
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$1.53M +$227K +8,977 +17%
CS
84
Credit Suisse
Switzerland
$1.5M -$117K -4,626 -7%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$1.45M -$1.81M -71,365 -56%
PA
86
Profund Advisors
Maryland
$1.45M +$213K +8,409 +17%
Massachusetts Financial Services
87
Massachusetts Financial Services
Massachusetts
$1.4M -$20.8K -822 -1%
RJA
88
Raymond James & Associates
Florida
$1.39M +$309K +12,209 +29%
PI
89
PineBridge Investments
New York
$1.31M +$14.6K +576 +1%
HIM
90
Hillsdale Investment Management
Ontario, Canada
$1.27M -$202K -8,000 -14%
IA
91
IndexIQ Advisors
New York
$1.27M +$575K +22,722 +83%
OA
92
Oak Associates
Ohio
$1.25M – – –
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.18M +$798K +31,531 +207%
EGM
94
Engineers Gate Manager
New York
$1.18M -$522K -20,607 -31%
AP
95
AHL Partners
United Kingdom
$1.08M +$132K +5,216 +14%
USAA
96
United Services Automobile Association
Texas
$1.08M +$60.7K +2,400 +6%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$1.05M +$526K +20,804 +100%
Comerica Bank
98
Comerica Bank
Texas
$1.03M +$125K +5,723 +14%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$1.02M +$4.94K +195 +0.5%
LCM
100
Laurion Capital Management
New York
$997K +$997K +39,405 New
2 3
4
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