AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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150 hedge funds and large institutions have $345M invested in Avantax, Inc. Common Stock in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
45
Reduced
46
Closed
20
Calls
$6.87M
Puts
$16.4M
Net Calls
-$9.5M
Net Calls Change
+$3.72M

Top Buyers

1
PCM
1
Pennant Capital Management
New Jersey
$11.7M
2
PWAM
2
Park West Asset Management
California
$10.4M
3
Wells Fargo
3
Wells Fargo
California
$10.4M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.03M
5
CAM
5
ClariVest Asset Management
California
$5.23M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
AC
3
Armistice Capital
New York
$5.18M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.48M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$225K -$148K -14,399 -40%
ASRS
102
Arizona State Retirement System
Arizona
$223K +$4.15K +400 +2%
UBS AM
103
UBS AM
Illinois
$217K – – –
O
104
OppenheimerFunds
New York
$206K -$99.7K -9,612 -33%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$203K +$8.68K +840 +4%
BA
106
BlackRock Advisors
Delaware
$200K -$6.12K -592 -3%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$200K – – –
CAM
108
Capstone Asset Management
Texas
$196K -$14.4K -1,390 -7%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$195K – – –
LSERS
110
Louisiana State Employees Retirement System
Louisiana
$190K +$1.04K +100 +0.5%
AIM
111
Acrospire Investment Management
Illinois
$179K +$10.2K +988 +6%
LSCM
112
LaSalle Street Capital Management
Illinois
$171K +$171K +16,503 New
PAM
113
Panagora Asset Management
Massachusetts
$166K – – –
VKH
114
Virtu KCG Holdings
New York
$162K -$39.7K -3,841 -20%
Citigroup
115
Citigroup
New York
$152K -$625K -60,114 -80%
BlackRock
116
BlackRock
New York
$141K +$115K +11,126 +453%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$140K +$71.2K +6,877 +104%
SKK
118
Shepherd Kaplan Krochuk
Massachusetts
$125K +$125K +12,044 New
FRM
119
Fox Run Management
Connecticut
$124K +$124K +12,000 New
T
120
Tinicum
New York
$104K +$104K +10,000 New
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
$94K +$1.76K +170 +2%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$85K – – –
MSA
123
Mason Street Advisors
Wisconsin
$84K +$7.91K +761 +10%
Legal & General Group
124
Legal & General Group
United Kingdom
$63K – – –
Creative Planning
125
Creative Planning
Kansas
$63K +$25.8K +2,500 +69%
3 4
5
6 7