AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $571M invested in Avantax, Inc. Common Stock in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
60
Reduced
49
Closed
17
Calls
$1.13M
Puts
$401K
Net Calls
+$728K
Net Calls Change
+$7.48M

Top Buyers

1
NI
Numeric Investors
Massachusetts
$15.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$8.91M
3
KAM
Knightsbridge Asset Management
California
$6.23M
4
Morgan Stanley
Morgan Stanley
New York
$9.99M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.07M

Top Sellers

1
LC
Loews Corp
New York
$8.22M
2
ACM
Altalis Capital Management
New York
$8.94M
3
NA
NS Advisors
Connecticut
$358K
4
HRCM
Hawk Ridge Capital Management
California
$0
5
SC
Sessa Capital
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
101
Ellington Management Group
Connecticut
$363K +$363K +22,500 New
NA
102
NS Advisors
Connecticut
$358K -$6.76M -419,207 -95%
AL
103
Airain Ltd
Guernsey
$356K +$356K +22,031 New
CAM
104
Capstone Asset Management
Texas
$351K -$63.3K -3,920 -15%
PP
105
PDT Partners
New York
$335K +$335K +20,768 New
Wells Fargo
106
Wells Fargo
California
$329K -$120K -7,424 -27%
GCP
107
GSA Capital Partners
United Kingdom
$328K +$29.9K +1,851 +10%
TI
108
Trexquant Investment
Connecticut
$319K +$319K +19,800 New
KBC Group
109
KBC Group
Belgium
$311K +$311K +19,235 New
OA
110
OFI Advisors
Pennsylvania
$309K -$57.7K -3,576 -16%
Public Employees Retirement Association of Colorado
111
Public Employees Retirement Association of Colorado
Colorado
$304K – – –
SC
112
Scotia Capital
Ontario, Canada
$301K +$136K +8,458 +83%
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$292K +$1.61K +100 +0.6%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$283K – – –
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$258K +$9.68K +600 +4%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$251K +$48.4K +3,000 +24%
SCM
117
Stevens Capital Management
Pennsylvania
$240K +$240K +14,863 New
Connor, Clark & Lunn Investment Management (CC&L)
118
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$236K +$236K +14,600 New
UBS Group
119
UBS Group
Switzerland
$230K -$953K -59,057 -81%
AG
120
Aperio Group
California
$224K +$37K +2,284 +20%
DC
121
Deere & Company
Illinois
$220K – – –
ARTA
122
A.R.T. Advisors
New York
$174K +$174K +10,783 New
Jane Street
123
Jane Street
New York
$162K +$162K +10,046 New
AAM
124
Advisors Asset Management
Colorado
$138K -$67.5K -4,188 -33%
PCM
125
Prelude Capital Management
New York
$136K +$79.3K +4,900 +140%
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