AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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147 hedge funds and large institutions have $755M invested in Avantax, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
34
Reduced
64
Closed
29
Calls
$219K
Puts
$2.77M
Net Calls
-$2.55M
Net Calls Change
-$3.71M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$19.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$49.2M
3
NW
3
NewEdge Wealth
Pennsylvania
$19M
4
Millennium Management
4
Millennium Management
New York
$5.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$141M
2
NM
2
Newtyn Management
New York
$0
3
SCM
3
Simcoe Capital Management
New York
$28.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.85M
5
NSGL
5
No Street GP LP
California
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
76
Yousif Capital Management
Michigan
$511K 22,816 -2,363 -9%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$483K 21,594 -11,606 -35%
FLC
78
Fifth Lane Capital
Texas
$479K 21,397 +21,397 New
AIG
79
American International Group
New York
$472K 21,093 -4,409 -17%
MIM
80
MetLife Investment Management
New Jersey
$465K 20,779 -4,422 -18%
VI
81
Versor Investments
New York
$456K 20,370 -9,630 -32%
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$454K 20,300 +1,700 +9%
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$446K 19,945 -81 -0.4%
Wells Fargo
84
Wells Fargo
California
$420K 18,772 +6,959 +59%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$410K 18,339 -1,234 -6%
AB
86
Amalgamated Bank
New York
$401K 17,900 -1,299 -7%
EGM
87
Engineers Gate Manager
New York
$391K 17,461 -3,537 -17%
SM
88
Sciencast Management
New Jersey
$372K 15,999 +15,999 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369K 16,485 -2,742 -14%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$366K 16,353 +16,353 New
SSA
91
Schonfeld Strategic Advisors
New York
$365K 16,309 +16,309 New
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$341K 15,246 +838 +6%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$340K 15,184 -9,833 -39%
MSRPS
94
Maryland State Retirement & Pension System
Maryland
$336K 15,034 -998 -6%
ECM
95
Everence Capital Management
Indiana
$325K 15,340 – –
AWM
96
AE Wealth Management
Kansas
$304K 13,601 +5,543 +69%
IPW
97
Impact Partnership Wealth
Georgia
$301K 13,432 +13,432 New
DFCM
98
Dark Forest Capital Management
Puerto Rico
$291K 13,017 +13,017 New
OPERF
99
Oregon Public Employees Retirement Fund
Oregon
$270K 12,045 -800 -6%
Public Employees Retirement Association of Colorado
100
Public Employees Retirement Association of Colorado
Colorado
$261K 11,663 – –
2 3
4
5 6