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AVTA

Avantax, Inc. Common Stock
AVTA

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

61% more call options, than puts

Call options by funds: $5.9M | Put options by funds: $3.66M

23% more capital invested

Capital invested by funds: $882M → $1.09B (+$206M)

6% more funds holding

Funds holding: 193 → 204 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12.6M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.04M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.74M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.3M
2
PWAM
Park West Asset Management
California
-$9.06M
3
NI
Numeric Investors
Massachusetts
-$8.4M
4
First Trust Advisors
First Trust Advisors
Illinois
-$3.65M
5
PC
Permit Capital
Pennsylvania
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$1.71M -$78K -3,447 -5%
Swiss National Bank
77
Swiss National Bank
Switzerland
$1.67M – – –
SFM
78
Systematic Financial Management
New Jersey
$1.66M -$313K -13,810 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
79
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.59M +$1.06M +46,800 +289%
Canada Life
80
Canada Life
Manitoba, Canada
$1.59M +$153K +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 +$203K +8,977 +17%
CS
84
Credit Suisse
Switzerland
$1.5M -$105K -4,626 -7%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$1.45M -$1.62M -71,365 -56%
PA
86
Profund Advisors
Maryland
$1.45M +$190K +8,409 +17%
Massachusetts Financial Services
87
Massachusetts Financial Services
Massachusetts
$1.4M -$18.6K -822 -1%
RJA
88
Raymond James & Associates
Florida
$1.39M +$276K +12,209 +29%
PI
89
PineBridge Investments
New York
$1.3M +$13K +576 +1%
HIM
90
Hillsdale Investment Management
Ontario, Canada
$1.27M -$181K -8,000 -14%
IA
91
IndexIQ Advisors
New York
$1.27M +$514K +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 +$714K +31,531 +207%
EGM
94
Engineers Gate Manager
New York
$1.18M -$467K -20,607 -31%
AP
95
AHL Partners
United Kingdom
$1.08M +$118K +5,216 +14%
USAA
96
United Services Automobile Association
Texas
$1.07M +$54.3K +2,400 +6%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$1.05M +$471K +20,804 +100%
Comerica Bank
98
Comerica Bank
Texas
$1.03M +$130K +5,723 +14%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$1.02M +$4.42K +195 +0.5%
LCM
100
Laurion Capital Management
New York
$997K +$892K +39,405 New
2 3
4
5 6

AVTA Hedge Fund Activity: Q3 2017 in Review

204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2017, worth a combined $1.09B — up 23% from $882M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AVTA positions and 15 closed out — a net gain of 15 holders — while 94 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $13.7M. The largest seller was Wellington Management Group, cutting an estimated $20.3M.

  • 204 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2017, up from 193 in Q2 2017.
  • Funds reported $1.09B of Avantax, Inc. Common Stock stock for Q3 2017, up 23% quarter-over-quarter.
  • 30 funds opened new Avantax, Inc. Common Stock positions in Q3 2017 and 15 closed out, a net change of +15 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q3 2017 was BlackRock, an estimated $13.7M added.
  • The largest Avantax, Inc. Common Stock seller in Q3 2017 was Wellington Management Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2017.