AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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155 hedge funds and large institutions have $877M invested in Avantax, Inc. Common Stock in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
16
Increased
45
Reduced
63
Closed
12
Calls
$8.09M
Puts
$5.56M
Net Calls
+$2.53M
Net Calls Change
+$4.98M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$35.2M
2
NM
2
Newtyn Management
New York
$29.3M
3
WAM
3
Weiss Asset Management
Massachusetts
$10.4M
4
P2P
4
Phase 2 Partners
California
$7.35M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.83M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$4.92M
2
PCP
2
P2 Capital Partners
New York
$35.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$67.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$791K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$757K – – –
PRCP
77
Pacific Ridge Capital Partners
Oregon
$735K – – –
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$700K +$488 +25 +0.1%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$682K – – –
TPSF
80
Texas Permanent School Fund
Texas
$675K -$14.4K -739 -2%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$662K -$11.8K -605 -2%
Simplex Trading
82
Simplex Trading
Illinois
$646K +$646K +33,055 New
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$573K – – –
PI
84
Putnam Investments
Massachusetts
$555K -$39.6K -2,023 -7%
AIG
85
American International Group
New York
$545K -$33.4K -1,709 -6%
MIM
86
MetLife Investment Management
New Jersey
$526K +$183K +9,336 +53%
HWAM
87
Hennion & Walsh Asset Management
New Jersey
$509K +$8.56K +438 +2%
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$498K +$2.1K +100 +0.4%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$491K +$162K +8,302 +49%
Victory Capital Management
90
Victory Capital Management
Texas
$466K +$466K +23,005 New
AB
91
Amalgamated Bank
New York
$439K -$26.9K -1,373 -6%
AF
92
Amalgamated Financial
New York
$439K +$439K +22,440 New
GCP
93
GSA Capital Partners
United Kingdom
$436K -$237K -12,129 -35%
IA
94
IndexIQ Advisors
New York
$402K -$94K -4,810 -19%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$402K -$108K -5,542 -21%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$389K +$15.1K +774 +4%
MSRPS
97
Maryland State Retirement & Pension System
Maryland
$382K +$7.27K +372 +2%
Tudor Investment Corp
98
Tudor Investment Corp
Connecticut
$380K -$1.21M -61,876 -76%
HF
99
HRT Financial
New York
$360K -$309K -15,861 -46%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$359K +$54.4K +2,783 +18%
2 3
4
5 6