AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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151 hedge funds and large institutions have $784M invested in Avantax, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
42
Reduced
58
Closed
14
Calls
$12.3M
Puts
$14.7M
Net Calls
-$2.45M
Net Calls Change
-$1.68M

Top Buyers

1
HPC
1
Hill Path Capital
New York
$40.1M
2
ECM
2
Engine Capital Management
New York
$11.9M
3
NM
3
Newtyn Management
New York
$10.4M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$6.13M
5
BlackRock
5
BlackRock
New York
$136M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$46M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$19.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$5.76M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$605K 34,908 -10,430 -23%
SOADOR
77
State of Alaska Department of Revenue
Alaska
$597K 34,494 -965 -3%
GCP
78
GSA Capital Partners
United Kingdom
$596K 34,430 +34,430 New
HF
79
HRT Financial
New York
$594K 34,325 +16,507 +93%
Wells Fargo
80
Wells Fargo
California
$532K 30,742 +27,904 +983%
CSS
81
Cubist Systematic Strategies
Connecticut
$530K 30,621 -17,208 -36%
PI
82
Putnam Investments
Massachusetts
$527K 30,405 +30,405 New
AllianceBernstein
83
AllianceBernstein
Tennessee
$521K 30,071 +117 +0.4%
AIG
84
American International Group
New York
$512K 29,568 -947 -3%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$508K 29,315 -152 -0.5%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$478K 27,584 -23,475 -46%
HWAM
87
Hennion & Walsh Asset Management
New Jersey
$443K 25,600 -11,095 -30%
IA
88
IndexIQ Advisors
New York
$440K 25,379 -1,640 -6%
AB
89
Amalgamated Bank
New York
$412K 23,813 -602 -2%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$410K 23,664 +3,446 +17%
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$409K 23,600 +100 +0.4%
Jane Street
92
Jane Street
New York
$383K 22,143 -1,512 -6%
EGM
93
Engineers Gate Manager
New York
$352K 20,320 -25,548 -56%
MSRPS
94
Maryland State Retirement & Pension System
Maryland
$332K 19,165 – –
VOYA Investment Management
95
VOYA Investment Management
Georgia
$331K 19,138 -880 -4%
UBS Group
96
UBS Group
Switzerland
$328K 18,969 +13,097 +223%
OPERF
97
Oregon Public Employees Retirement Fund
Oregon
$323K 18,676 -900 -5%
MIM
98
MetLife Investment Management
New Jersey
$304K 17,555 – –
CIM
99
CIM Investment Management
Pennsylvania
$301K 17,384 – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$291K 16,827 +16,800 +62,222%
2 3
4
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