AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $857M invested in Avantax, Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
25
Increased
62
Reduced
43
Closed
18
Calls
$6.7M
Puts
$1.64M
Net Calls
+$5.07M
Net Calls Change
+$3.64M

Top Buyers

1
SCM
1
Simcoe Capital Management
New York
$30M
2
PCM
2
Portolan Capital Management
Massachusetts
$7.73M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M
4
VC
4
Voss Capital
Texas
$2.5M
5
JAM
5
Jupiter Asset Management
United Kingdom
$5.44M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$9.34M
2
GGPE
2
Golden Gate Private Equity
California
$2.05M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$50M
4
ECM
4
Engine Capital Management
New York
$34.6M
5
WAM
5
Weiss Asset Management
Massachusetts
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$567K 29,315 – –
PI
77
PEAK6 Investments
Illinois
$564K 29,185 +29,185 New
Victory Capital Management
78
Victory Capital Management
Texas
$535K 27,686 -5,095 -16%
PI
79
Putnam Investments
Massachusetts
$533K 27,537 -498 -2%
MIM
80
MetLife Investment Management
New Jersey
$520K 26,891 – –
Two Sigma Investments
81
Two Sigma Investments
New York
$513K 26,510 +26,510 New
AIG
82
American International Group
New York
$505K 26,094 +554 +2%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$502K 25,934 +4,838 +23%
NYLIM
84
New York Life Investment Management
New York
$501K 25,904 +2,050 +9%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$453K 23,407 -408 -2%
AB
86
Amalgamated Bank
New York
$448K 23,172 +426 +2%
LSERS
87
Louisiana State Employees Retirement System
Louisiana
$441K 22,800 – –
Citigroup
88
Citigroup
New York
$435K 22,512 +1,907 +9%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$386K 19,977 +4,656 +30%
AQR Capital Management
90
AQR Capital Management
Connecticut
$386K 19,949 +19,949 New
MSRPS
91
Maryland State Retirement & Pension System
Maryland
$377K 19,501 +355 +2%
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$376K 19,429 +19,429 New
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$372K 19,246 +881 +5%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$367K 18,975 – –
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366K 18,941 -413 -2%
Assenagon Asset Management
96
Assenagon Asset Management
Luxembourg
$365K 18,895 +18,895 New
Citadel Advisors
97
Citadel Advisors
Florida
$359K 18,566 +18,566 New
RCG
98
Rock Creek Group
District of Columbia
$351K 18,132 +18,132 New
ECM
99
ExodusPoint Capital Management
New York
$335K 17,327 +17,327 New
SOW
100
State of Wyoming
Wyoming
$329K 17,043 +5,935 +53%
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4
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