AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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143 hedge funds and large institutions have $493M invested in Avantax, Inc. Common Stock in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
143
Holders Change
-14
Holders Change %
-8.92%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
13
Increased
56
Reduced
48
Closed
27
Calls
$907K
Puts
$6.92M
Net Calls
-$6.01M
Net Calls Change
-$6.74M

Top Buyers

1
NI
1
Numeric Investors
Massachusetts
$23.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$15.1M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$20.5M
4
Prudential Financial
4
Prudential Financial
New Jersey
$5.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.1M
2
TAM
2
THB Asset Management
Connecticut
$0
3
BP
3
BBR Partners
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
TC
5
TFS Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$266K 19,300 +19,300 New
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$259K 18,807 – –
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$249K 18,100 – –
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$241K 17,500 – –
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$234K 17,000 +1,000 +6%
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$214K 15,550 – –
AG
107
Aperio Group
California
$190K 13,829 -17 -0.1%
DC
108
Deere & Company
Illinois
$188K 13,636 – –
UBS Group
109
UBS Group
Switzerland
$177K 12,843 -1,415 -10%
PP
110
Paloma Partners
Connecticut
$170K 12,369 +12,369 New
KBC Group
111
KBC Group
Belgium
$138K 10,012 -9,223 -48%
PCM
112
Prelude Capital Management
New York
$129K 9,400 +1,000 +12%
AAM
113
Advisors Asset Management
Colorado
$110K 7,960 -598 -7%
MERSOM
114
Municipal Employees' Retirement System of Michigan
Michigan
$109K 7,950 -45,480 -85%
Legal & General Group
115
Legal & General Group
United Kingdom
$84K 6,202 – –
MSA
116
Mason Street Advisors
Wisconsin
$83K 6,035 +384 +7%
PI
117
PineBridge Investments
New York
$72K 5,193 +502 +11%
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$66K 4,768 +3,251 +214%
Walleye Trading
119
Walleye Trading
New York
$66K 4,800 +4,800 New
Federated Hermes
120
Federated Hermes
Pennsylvania
$62K 4,509 +930 +26%
Canada Life
121
Canada Life
Manitoba, Canada
$33K 2,375 – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$28K 1,981 +9 +0.5%
CF
123
CenterStar Fund
Illinois
– – – –
LIA
124
LS Investment Advisors
Michigan
$19K 1,400 – –
BlackRock
125
BlackRock
New York
$12K 877 – –
3 4
5
6 7