AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
39
Reduced
64
Closed
23
Calls
$1.11M
Puts
$10.5M
Net Calls
-$9.42M
Net Calls Change
-$6.86M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.3M
2
MF
2
Magnetar Financial
Illinois
$22.8M
3
WP
3
Woodline Partners
California
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.9M
5
WIC
5
Water Island Capital
New York
$20.1M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$4.84M
3
SCM
3
Simcoe Capital Management
New York
$12.8M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
NSGL
5
No Street GP LP
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
76
Allianz Asset Management
Germany
$826K +$826K +32,300 New
Canada Life
77
Canada Life
Manitoba, Canada
$812K -$72.1K -2,819 -8%
TPSF
78
Texas Permanent School Fund
Texas
$799K -$70.5K -2,756 -8%
DC
79
Diametric Capital
Massachusetts
$785K +$785K +30,685 New
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$781K +$228K +8,928 +41%
EGM
81
Engineers Gate Manager
New York
$764K +$317K +12,389 +71%
BCM
82
BCK Capital Management
Connecticut
$691K +$691K +27,000 New
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$658K -$9.59K -375 -1%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$641K -$208K -8,125 -24%
COPPSERS
85
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$629K -$487K -19,043 -44%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$595K -$119K -4,638 -17%
IMRF
87
Illinois Municipal Retirement Fund
Illinois
$595K +$595K +23,275 New
GF
88
Gabelli Funds
New York
$588K +$588K +23,000 New
SOADOR
89
State of Alaska Department of Revenue
Alaska
$585K -$63.9K -2,502 -10%
Verition Fund Management
90
Verition Fund Management
Connecticut
$561K +$280K +10,954 +100%
Franklin Resources
91
Franklin Resources
California
$550K -$57.1K -2,233 -9%
AIG
92
American International Group
New York
$537K -$2.58K -101 -0.5%
GCIA
93
Gabelli & Co Investment Advisers
New York
$536K +$536K +20,950 New
MIM
94
MetLife Investment Management
New Jersey
$532K – – –
YCM
95
Yousif Capital Management
Michigan
$530K -$54K -2,110 -9%
MTCM
96
Mint Tower Capital Management
Netherlands
$519K +$519K +20,280 New
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$510K – – –
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$478K -$40.9K -1,600 -8%
WAM
99
Wolverine Asset Management
Illinois
$468K +$468K +18,314 New
Fidelity Investments
100
Fidelity Investments
Massachusetts
$461K -$7.73K -302 -2%
2 3
4
5 6