AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
152
Holders Change
-13
Holders Change %
-7.88%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
17
Increased
52
Reduced
56
Closed
28
Calls
$923K
Puts
$7.68M
Net Calls
-$6.75M
Net Calls Change
-$12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
AC
2
Armistice Capital
New York
$10.6M
3
HCS
3
Harvest Capital Strategies
California
$7.91M
4
SC
4
Sessa Capital
New York
$4.5M
5
TAM
5
THB Asset Management
Connecticut
$3.93M

Top Sellers

1
GF
1
Gabelli Funds
New York
$4.46M
2
OFM
2
Okumus Fund Management
Cayman Islands
$0
3
HA
3
Hays Advisory
Tennessee
$1.32M
4
BA
4
BlackRock Advisors
Delaware
$2.01M
5
PCM
5
Proxima Capital Management
New York
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
GMIM
101
General Motors Investment Management
New York
$326K 23,874 – –
OA
102
OFI Advisors
Pennsylvania
$310K 22,715 -124 -0.5%
Bank of America
103
Bank of America
North Carolina
$284K 20,873 -15,688 -43%
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$257K 18,807 – –
GCP
105
GSA Capital Partners
United Kingdom
$252K 18,460 +18,460 New
UBS AM
106
UBS AM
Illinois
$249K 18,195 +800 +5%
CCMH
107
Cornerstone Capital Management Holdings
New York
$249K 18,200 +18,200 New
LSERS
108
Louisiana State Employees Retirement System
Louisiana
$246K 18,000 -500 -3%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$239K 17,500 – –
SI
110
SII Investments
Wisconsin
$219K 15,928 +15,928 New
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$210K 15,400 +500 +3%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$200K 14,645 -77,111 -84%
OC
113
Oppenheimer & Co
New York
$194K 14,200 -25,670 -64%
DC
114
Deere & Company
Illinois
$186K 13,636 -374 -3%
PAG
115
Private Advisor Group
New Jersey
$182K 13,338 +13,338 New
AAM
116
Advisors Asset Management
Colorado
$174K 12,746 -3,566 -22%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$171K 12,550 – –
NV
118
Nair Vinay
$164K 12,010 +12,010 New
AG
119
Aperio Group
California
$158K 11,562 +11,562 New
PI
120
PineBridge Investments
New York
$144K 10,532 +923 +10%
SC
121
Scotia Capital
Ontario, Canada
$140K 10,225 +10,225 New
ST
122
Spot Trading
Illinois
$132K 9,664 -28,025 -74%
Citigroup
123
Citigroup
New York
$105K 7,708 -10,859 -58%
PAM
124
Panagora Asset Management
Massachusetts
$101K 7,370 – –
Legal & General Group
125
Legal & General Group
United Kingdom
$85K 6,202 – –
3 4
5
6 7