AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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177 hedge funds and large institutions have $2.23B invested in Avantax, Inc. Common Stock in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
38
Increased
66
Reduced
48
Closed
27
Calls
$10.9M
Puts
$8.83M
Net Calls
+$2.08M
Net Calls Change
-$772K

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.44B
2
OCG
2
Opus Capital Group
Ohio
$15.3M
3
BIT
3
BlackRock Institutional Trust
California
$43M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$8.08M
5
GF
5
Gabelli Funds
New York
$11.8M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$0
2
FA
2
Friess Associates
Delaware
$0
3
RCM
3
Raging Capital Management
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.41M
5
NAM
5
Nichols Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
101
Tudor Investment Corp
Connecticut
$667K -$2.24M -113,987 -77%
PG
102
PEAK6 Group
Illinois
$655K +$655K +33,259 New
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$646K – – –
Arrowstreet Capital
104
Arrowstreet Capital
Massachusetts
$644K -$3.45M -175,561 -84%
EMG
105
Ellington Management Group
Connecticut
$620K +$252K +12,800 +68%
GIM
106
Guild Investment Management
California
$600K +$600K +30,487 New
ASRS
107
Arizona State Retirement System
Arizona
$595K -$49.2K -2,500 -8%
EIM
108
Essex Investment Management
Massachusetts
$591K +$98.5K +5,000 +20%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$562K -$119K -6,029 -17%
WB
110
WesBanco Bank
West Virginia
$540K +$146K +7,400 +37%
CAM
111
Capstone Asset Management
Texas
$519K -$14.2K -720 -3%
DADC
112
D.A. Davidson & Co
Montana
$482K -$10.7K -543 -2%
VRS
113
Virginia Retirement Systems
Virginia
$469K +$469K +23,800 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$461K – – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$455K +$50.2K +2,544 +12%
WMSA
116
Weiss Multi-Strategy Advisers
New York
$426K +$426K +21,630 New
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$384K +$9.85K +500 +3%
Group One Trading
118
Group One Trading
Illinois
$371K +$371K +18,841 New
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$345K – – –
HI
120
HBK Investments
Texas
$342K +$7.03K +357 +2%
US Bancorp
121
US Bancorp
Minnesota
$341K +$4.76K +242 +1%
UBS AM
122
UBS AM
Illinois
$327K – – –
PCM
123
Portolan Capital Management
Massachusetts
$311K – – –
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$302K +$6.89K +350 +2%
Jane Street
125
Jane Street
New York
$298K +$298K +15,147 New
3 4
5
6 7