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 $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-6
Holders Change %
-3.87%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
34
Reduced
67
Closed
19
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$1.1M

Top Buyers

1
NSGL
1
No Street GP LP
California
$18.5M
2
Invesco
2
Invesco
Georgia
$23.5M
3
PCP
3
P2 Capital Partners
New York
$42.5M
4
WAM
4
Weiss Asset Management
Massachusetts
$18M
5
ECM
5
Engine Capital Management
New York
$40.8M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$56M
2
ACM
2
Archon Capital Management
Washington
$1.04M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$11.6M
4
P2P
4
Phase 2 Partners
California
$0
5
BlackRock
5
BlackRock
New York
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
76
Putnam Investments
Massachusetts
$518K 28,035 -347 -1%
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$505K 27,373 +7,944 +41%
MIM
78
MetLife Investment Management
New Jersey
$496K 26,891 – –
AIG
79
American International Group
New York
$471K 25,540 -2,319 -8%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$440K 23,815 -1,314 -5%
NYLIM
81
New York Life Investment Management
New York
$440K 23,854 +23,854 New
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$435K 22,800 -900 -4%
AB
83
Amalgamated Bank
New York
$420K 22,746 +306 +1%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$389K 21,096 +21,096 New
Citigroup
85
Citigroup
New York
$380K 20,605 -21,569 -51%
CSS
86
Cubist Systematic Strategies
Connecticut
$372K 20,178 -21,809 -52%
Bank of America
87
Bank of America
North Carolina
$361K 19,614 -33,731 -63%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$357K 19,354 -1,199 -6%
MSRPS
89
Maryland State Retirement & Pension System
Maryland
$353K 19,146 -391 -2%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$350K 18,975 -937 -5%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$339K 18,365 – –
HS
92
HighVista Strategies
Massachusetts
$293K 15,872 +15,872 New
OPERF
93
Oregon Public Employees Retirement Fund
Oregon
$288K 15,576 -2,700 -15%
CIM
94
CIM Investment Management
Pennsylvania
$287K 15,569 – –
ECM
95
Everence Capital Management
Indiana
$283K 15,340 – –
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$283K 15,321 -56,205 -79%
MCC
97
Money Concepts Capital
Florida
$278K 14,786 +1,209 +9%
Barclays
98
Barclays
United Kingdom
$272K 14,725 -24,411 -62%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$272K 14,722 -2,732 -16%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$246K 13,234 -1,920 -13%
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