AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
46
Reduced
61
Closed
22
Calls
$9.16M
Puts
$3.92M
Net Calls
+$5.24M
Net Calls Change
+$6.04M

Top Buyers

1
LC
1
Loews Corp
New York
$14.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$7.86M
3
OFM
3
Okumus Fund Management
Cayman Islands
$6.99M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.5M
5
NI
5
Numeric Investors
Massachusetts
$8.23M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$5.55M
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
PRCM
3
Pine River Capital Management
Minnesota
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
101
Capstone Asset Management
Texas
$368K -$36.8K -2,650 -9%
GMIM
102
General Motors Investment Management
New York
$331K – – –
Nomura Holdings
103
Nomura Holdings
Japan
$328K -$301K -21,027 -48%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$325K – – –
RFC
105
Russell Frank Company
Washington
$318K +$318K +23,000 New
OA
106
OFI Advisors
Pennsylvania
$316K +$61.2K +4,422 +24%
ARTA
107
A.R.T. Advisors
New York
$286K -$391K -28,311 -58%
SIC
108
Schwartz Investment Counsel
Michigan
$277K -$139K -10,000 -33%
LCM
109
Landscape Capital Management
New Jersey
$273K +$273K +19,700 New
DADC
110
D.A. Davidson & Co
Montana
$262K -$22.6K -1,632 -8%
Public Employees Retirement Association of Colorado
111
Public Employees Retirement Association of Colorado
Colorado
$260K – – –
Citigroup
112
Citigroup
New York
$257K -$726K -52,423 -74%
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$256K -$5.54K -400 -2%
TC
114
TFS Capital
Pennsylvania
$244K +$244K +17,619 New
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$242K – – –
UBS AM
116
UBS AM
Illinois
$241K – – –
AAM
117
Advisors Asset Management
Colorado
$226K -$15.8K -1,139 -7%
WB
118
WesBanco Bank
West Virginia
$223K -$234K -16,900 -51%
Citadel Advisors
119
Citadel Advisors
Florida
$218K -$1.46M -105,839 -87%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$206K -$691 -50 -0.3%
EGM
121
Engineers Gate Manager
New York
$203K +$203K +14,675 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$199K +$44.6K +3,221 +29%
DC
123
Deere & Company
Illinois
$194K +$194K +14,010 New
QT
124
Quantbot Technologies
New York
$194K +$194K +14,031 New
APU
125
Alpine Partners USVI
U.S. Virgin Islands
$185K +$185K +13,323 New
3 4
5
6 7