AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $1.1B invested in Avantax, Inc. Common Stock in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
45
Reduced
66
Closed
16
Calls
$8.78M
Puts
$3.43M
Net Calls
+$5.35M
Net Calls Change
+$283K

Top Buyers

1
ECM
1
Engine Capital Management
New York
$60.5M
2
Invesco
2
Invesco
Georgia
$46.8M
3
Boston Partners
3
Boston Partners
Massachusetts
$15.2M
4
CM
4
Caption Management
Oklahoma
$6M
5
SCM
5
Simcoe Capital Management
New York
$43.7M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
NM
2
Newtyn Management
New York
$33.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$61.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$718K 28,116 +9,141 +48%
PI
77
Putnam Investments
Massachusetts
$703K 27,523 -14 -0.1%
AIG
78
American International Group
New York
$661K 25,900 -194 -0.7%
MIM
79
MetLife Investment Management
New Jersey
$643K 25,201 -1,690 -6%
AC
80
Aristeia Capital
Connecticut
$638K 25,000 +25,000 New
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$607K 23,758 -11,150 -32%
AB
82
Amalgamated Bank
New York
$593K 23,224 +52 +0.2%
Barclays
83
Barclays
United Kingdom
$589K 23,087 +7,049 +44%
LSERS
84
Louisiana State Employees Retirement System
Louisiana
$580K 22,700 -100 -0.4%
MML Investors Services
85
MML Investors Services
Massachusetts
$525K 20,556 +20,556 New
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$514K 20,145 -9,170 -31%
MSRPS
87
Maryland State Retirement & Pension System
Maryland
$504K 19,740 +239 +1%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$497K 19,452 -3,955 -17%
Jane Street
89
Jane Street
New York
$491K 19,230 +19,230 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$474K 18,561 -380 -2%
SOW
91
State of Wyoming
Wyoming
$472K 18,485 +1,442 +8%
OPERF
92
Oregon Public Employees Retirement Fund
Oregon
$407K 15,927 +351 +2%
MWM
93
Moran Wealth Management
Florida
$392K 15,368 +15,368 New
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$389K 15,288 -952 -6%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$377K 14,751 -11,183 -43%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$368K 14,408 – –
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$351K 13,762 -5,667 -29%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$340K 13,308 -6,669 -33%
HS
99
HighVista Strategies
Massachusetts
$324K 12,690 -3,182 -20%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$324K 12,642 +12,642 New
2 3
4
5 6