AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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150 hedge funds and large institutions have $904M invested in Avantax, Inc. Common Stock in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
4.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
22
Increased
67
Reduced
43
Closed
17
Calls
$6.8M
Puts
$2.74M
Net Calls
+$4.06M
Net Calls Change
+$144K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$22.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$16M
3
HA
3
Hays Advisory
Tennessee
$14.3M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$7.96M
5
Invesco
5
Invesco
Georgia
$9.49M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
HCM
2
Hawkeye Capital Management
Florida
$0
3
GCM
3
Gruss Capital Management
New York
$10.5M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$3.8M
5
SCA
5
SAC Capital Advisors
Connecticut
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
101
Munder Capital Management
Michigan
$706K 30,725 +30,725 New
MAM
102
Martingale Asset Management
Massachusetts
$699K 30,414 +1,502 +5%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$690K 29,993 +3,316 +12%
HI
104
HBK Investments
Texas
$627K 27,300 +4,000 +17%
ProShare Advisors
105
ProShare Advisors
Maryland
$617K 26,834 -640 -2%
DADC
106
D.A. Davidson & Co
Montana
$590K 25,679 +25,436 +10,467%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$539K 23,434 – –
ARTA
108
A.R.T. Advisors
New York
$516K 22,479 -147,198 -87%
SCM
109
Stevens Capital Management
Pennsylvania
$516K 22,476 +22,476 New
US Bancorp
110
US Bancorp
Minnesota
$462K 20,082 +168 +0.8%
WB
111
WesBanco Bank
West Virginia
$460K 20,000 – –
JG
112
Jefferies Group
New York
$458K 19,897 +9,139 +85%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$432K 18,800 – –
AL
114
Airain Ltd
Guernsey
$393K 17,082 +17,082 New
Nomura Holdings
115
Nomura Holdings
Japan
$376K 16,521 +15,601 +1,696%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$342K 14,900 – –
RG
117
Renaissance Group
Kentucky
$326K 14,184 -13 -0.1%
RGI
118
River Global Investors
United Kingdom
$321K 14,000 +14,000 New
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$299K 13,000 – –
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$288K 12,550 -1,100 -8%
VCM
121
Violich Capital Management
California
$279K 12,125 +12,125 New
WMSA
122
Weiss Multi-Strategy Advisers
New York
$262K 11,380 -460 -4%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$254K 11,061 -3,241 -23%
PA
124
Profund Advisors
Maryland
$238K 10,342 +10,342 New
CMBA
125
C.M. Bidwell & Associates
Hawaii
$227K 9,880 -1,500 -13%
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5
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