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 $760M invested in Avantax, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
49
Reduced
59
Closed
9
Calls
$10.8M
Puts
$17.2M
Net Calls
-$6.43M
Net Calls Change
+$3.04M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$10.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$7.3M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$21.8M
4
Millennium Management
4
Millennium Management
New York
$7.48M
5
GCP
5
GSA Capital Partners
United Kingdom
$2.61M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$3K
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$70.4M
3
Walleye Trading
3
Walleye Trading
New York
$479K
4
BlackRock
4
BlackRock
New York
$135M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
76
Jump Financial
Illinois
$514K +$514K +29,700 New
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$510K +$36.7K +2,118 +8%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K -$882 -51 -0.2%
Walleye Trading
79
Walleye Trading
New York
$479K -$3.56M -205,804 -88%
Citigroup
80
Citigroup
New York
$469K +$374K +21,559 +391%
Barclays
81
Barclays
United Kingdom
$439K -$601K -34,750 -58%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$438K -$2.16M -125,141 -83%
AB
83
Amalgamated Bank
New York
$429K +$429K +24,760 New
IA
84
IndexIQ Advisors
New York
$421K -$4.33K -250 -1%
Acadian Asset Management
85
Acadian Asset Management
Massachusetts
$407K +$407K +23,508 New
Squarepoint
86
Squarepoint
New York
$401K +$41.9K +2,425 +12%
LSERS
87
Louisiana State Employees Retirement System
Louisiana
$377K -$1.73K -100 -0.5%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$347K -$17.2K -991 -5%
OPERF
89
Oregon Public Employees Retirement Fund
Oregon
$341K – – –
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$331K -$119K -6,898 -27%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$309K +$25K +1,438 +9%
MIM
92
MetLife Investment Management
New Jersey
$304K +$94.6K +5,463 +45%
CIM
93
CIM Investment Management
Pennsylvania
$301K – – –
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$298K – – –
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$295K +$79.3K +4,441 +37%
QC
96
Quadrature Capital
United Kingdom
$279K +$279K +16,092 New
HF
97
HRT Financial
New York
$279K +$279K +16,119 New
II
98
Inspire Investing
Idaho
$274K +$8.3K +480 +3%
ECM
99
Everence Capital Management
Indiana
$266K +$266K +15,340 New
ProShare Advisors
100
ProShare Advisors
Maryland
$241K -$6.71K -388 -3%
2 3
4
5 6