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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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2 hedge funds and large institutions have $26 invested in Avantax, Inc. Common Stock in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 161 → 2 (-159)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less capital invested

Capital invested by funds: $835M → $26 (-$835M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-159
Holders Change %
-98.76%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$148M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$66.8M
4
State Street
State Street
Massachusetts
-$39.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
76
ProShare Advisors
Maryland
– -$839K -32,810 Closed
Allianz Asset Management
77
Allianz Asset Management
Germany
– -$826K -32,300 Closed
Canada Life
78
Canada Life
Manitoba, Canada
– -$812K -31,766 Closed
TPSF
79
Texas Permanent School Fund
Texas
– -$799K -31,220 Closed
DC
80
Diametric Capital
Massachusetts
– -$785K -30,685 Closed
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
– -$781K -30,522 Closed
EGM
82
Engineers Gate Manager
New York
– -$764K -29,850 Closed
BCM
83
BCK Capital Management
Connecticut
– -$691K -27,000 Closed
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
– -$658K -25,717 Closed
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
– -$641K -25,051 Closed
COPPSERS
86
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$629K -24,576 Closed
IMRF
87
Illinois Municipal Retirement Fund
Illinois
– -$595K -23,275 Closed
VOYA Investment Management
88
VOYA Investment Management
Georgia
– -$595K -23,267 Closed
GF
89
Gabelli Funds
New York
– -$588K -23,000 Closed
SOADOR
90
State of Alaska Department of Revenue
Alaska
– -$585K -22,888 Closed
Verition Fund Management
91
Verition Fund Management
Connecticut
– -$561K -21,936 Closed
Franklin Resources
92
Franklin Resources
California
– -$550K -21,507 Closed
AIG
93
American International Group
New York
– -$537K -20,992 Closed
GCIA
94
Gabelli & Co Investment Advisers
New York
– -$536K -20,950 Closed
MIM
95
MetLife Investment Management
New Jersey
– -$532K -20,779 Closed
YCM
96
Yousif Capital Management
Michigan
– -$530K -20,706 Closed
MTCM
97
Mint Tower Capital Management
Netherlands
– -$519K -20,280 Closed
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
– -$510K -19,945 Closed
LSERS
99
Louisiana State Employees Retirement System
Louisiana
– -$478K -18,700 Closed
WAM
100
Wolverine Asset Management
Illinois
– -$468K -18,314 Closed
2 3
4
5 6

AVTA Hedge Fund Activity: Q4 2023 in Review

2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2023, worth a combined $26 — down 100% from $835M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of AVTA and 0 opened new positions — a net loss of 159 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $148M sold.

  • 2 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2023, down from 161 in Q3 2023.
  • Funds reported $26 of Avantax, Inc. Common Stock stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new Avantax, Inc. Common Stock positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest Avantax, Inc. Common Stock seller in Q4 2023 was BlackRock, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.