AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

142 hedge funds and large institutions have $738M invested in Avantax, Inc. Common Stock in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
55
Closed
22
Calls
$5.26M
Puts
$14.7M
Net Calls
-$9.47M
Net Calls Change
-$9.12M

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$38.3M
2
AA
2
Ancora Advisors
Ohio
$27.2M
3
BlackRock
3
BlackRock
New York
$132M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$16.3M
5
Millennium Management
5
Millennium Management
New York
$4.18M

Top Sellers

1
AC
1
Armistice Capital
New York
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$532K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.3M
5
PGM
5
Parian Global Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Globeflex Capital
California
$525K – – –
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$469K -$27.3K -1,639 -5%
BSP
78
Benefit Street Partners
New York
$466K +$466K +28,000 New
Simplex Trading
79
Simplex Trading
Illinois
$460K -$1.2K -72 -0.3%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$455K -$47.9K -2,880 -10%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$433K +$201K +12,109 +87%
IA
82
IndexIQ Advisors
New York
$409K +$120K +7,182 +41%
WAM
83
Wolverine Asset Management
Illinois
$381K +$381K +22,945 New
LSERS
84
Louisiana State Employees Retirement System
Louisiana
$364K -$3.32K -200 -0.9%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$350K +$11.7K +701 +3%
Squarepoint
86
Squarepoint
New York
$346K -$203K -12,178 -37%
TI
87
Trexquant Investment
Connecticut
$339K +$339K +20,372 New
Wells Fargo
88
Wells Fargo
California
$331K -$604K -36,357 -65%
OPERF
89
Oregon Public Employees Retirement Fund
Oregon
$327K +$6.65K +400 +2%
RJA
90
Raymond James & Associates
Florida
$299K -$4.28K -257 -1%
CIM
91
CIM Investment Management
Pennsylvania
$289K -$170K -10,245 -37%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$287K -$7.52K -452 -3%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$272K -$299K -17,958 -52%
AIM
94
Aigen Investment Management
New York
$262K -$171K -10,285 -39%
II
95
Inspire Investing
Idaho
$256K -$63.3K -3,798 -20%
SG Americas Securities
96
SG Americas Securities
New York
$250K -$292K -17,540 -54%
ProShare Advisors
97
ProShare Advisors
Maryland
$238K +$45.3K +2,724 +24%
ASRS
98
Arizona State Retirement System
Arizona
$233K +$916 +55 +0.4%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$225K – – –
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$215K -$22.6K -1,360 -10%
2 3
4
5 6