AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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171 hedge funds and large institutions have $744M invested in Avantax, Inc. Common Stock in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
69
Reduced
56
Closed
32
Calls
$8.63M
Puts
$5.12M
Net Calls
+$3.51M
Net Calls Change
+$1.42M

Top Buyers

1
PRCM
1
Pine River Capital Management
Minnesota
$16.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$13.9M
3
PCM
3
Proxima Capital Management
New York
$10.7M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$8.45M
5
Norges Bank
5
Norges Bank
Norway
$14.1M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
BIT
2
BlackRock Institutional Trust
California
$28.2M
3
Invesco
3
Invesco
Georgia
$2.79M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
JCAM
5
Jericho Capital Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
101
Virginia Retirement Systems
Virginia
$568K +$119K +6,300 +26%
CAM
102
Capstone Asset Management
Texas
$552K +$54.9K +2,910 +11%
WB
103
WesBanco Bank
West Virginia
$541K +$23.6K +1,250 +5%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$509K -$75.4K -3,997 -13%
HHC
105
Hutchin Hill Capital
New York
$494K -$1.08M -57,100 -69%
PG
106
PEAK6 Group
Illinois
$487K -$140K -7,435 -22%
BJ
107
BlackRock Japan
Japan
$470K -$843K -44,710 -64%
GMIM
108
General Motors Investment Management
New York
$451K +$262K +13,844 +138%
GAM
109
Gotham Asset Management
New York
$442K -$3.15M -166,884 -88%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$442K – – –
DADC
111
D.A. Davidson & Co
Montana
$439K -$22K -1,166 -5%
HighTower Advisors
112
HighTower Advisors
Illinois
$436K +$436K +23,083 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$428K -$6.68K -354 -2%
AL
114
Airain Ltd
Guernsey
$425K -$455K -24,108 -52%
ProShare Advisors
115
ProShare Advisors
Maryland
$416K -$384K -20,352 -48%
JG
116
Jefferies Group
New York
$372K +$372K +19,731 New
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$370K +$1.89K +100 +0.5%
AAM
118
Advisors Asset Management
Colorado
$362K +$99.9K +5,291 +38%
RJA
119
Raymond James & Associates
Florida
$357K +$357K +18,935 New
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$355K -$3.65M -193,523 -91%
Tudor Investment Corp
121
Tudor Investment Corp
Connecticut
$353K -$287K -15,200 -45%
US Bancorp
122
US Bancorp
Minnesota
$336K +$9.05K +480 +3%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$330K – – –
UBS AM
124
UBS AM
Illinois
$328K +$15.1K +800 +5%
LPL Financial
125
LPL Financial
California
$313K -$472K -25,020 -60%
3 4
5
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