AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $691M invested in Avantax, Inc. Common Stock in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
52
Reduced
53
Closed
20
Calls
$4.17M
Puts
$4.52M
Net Calls
-$351K
Net Calls Change
+$2.9M

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$12.9M
2
GGPE
2
Golden Gate Private Equity
California
$10.2M
3
UBS Group
3
UBS Group
Switzerland
$8.9M
4
BlackRock
4
BlackRock
New York
$118M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$23.8M

Top Sellers

1
AC
1
Armistice Capital
New York
$21.1M
2
RCAMU
2
Rothschild & Co Asset Management US
Connecticut
$1.35M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$29.5M
4
EWM
4
Empirical Wealth Management
Washington
$3.41M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
76
State of Alaska Department of Revenue
Alaska
$594K -$120K -7,550 -17%
COPPSERS
77
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$592K -$938 -59 -0.2%
PRCP
78
Pacific Ridge Capital Partners
Oregon
$581K -$141K -8,880 -20%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$546K +$8.31K +522 +2%
Squarepoint
80
Squarepoint
New York
$524K -$2.11M -132,665 -80%
SG Americas Securities
81
SG Americas Securities
New York
$518K +$518K +32,546 New
AQR Capital Management
82
AQR Capital Management
Connecticut
$511K +$39.6K +2,490 +8%
GC
83
Globeflex Capital
California
$501K – – –
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$481K – – –
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$475K +$10.3K +647 +2%
Simplex Trading
86
Simplex Trading
Illinois
$441K +$149K +9,381 +51%
CIM
87
CIM Investment Management
Pennsylvania
$440K +$189K +11,839 +75%
AIM
88
Aigen Investment Management
New York
$414K +$12.2K +767 +3%
AC
89
Apogem Capital
New York
$382K +$382K +24,019 New
LPL Financial
90
LPL Financial
California
$373K -$33.2K -2,087 -8%
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$352K -$1.59K -100 -0.5%
VF
92
Virtu Financial
New York
$346K +$346K +21,755 New
MIM
93
MetLife Investment Management
New Jersey
$324K – – –
VOYA Investment Management
94
VOYA Investment Management
Georgia
$323K +$43.6K +2,740 +16%
OPERF
95
Oregon Public Employees Retirement Fund
Oregon
$307K -$4.81K -302 -2%
II
96
Inspire Investing
Idaho
$305K +$75.5K +4,740 +33%
RJA
97
Raymond James & Associates
Florida
$290K +$91.4K +5,739 +46%
MSA
98
Mason Street Advisors
Wisconsin
$285K -$1.7K -107 -0.6%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$282K +$25K +1,566 +10%
IA
100
IndexIQ Advisors
New York
$277K +$28.6K +1,794 +12%
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4
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