AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

149 hedge funds and large institutions have $399M invested in Avantax, Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
43
Reduced
63
Closed
21
Calls
$8.55M
Puts
$3.81M
Net Calls
+$4.74M
Net Calls Change
+$14.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.3M
4
NC
4
Northpointe Capital
Michigan
$3.99M
5
NI
5
Numeric Investors
Massachusetts
$6.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.99M
2
AC
2
Armistice Capital
New York
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$1.45M
4
RA
4
Royce & Associates
New York
$9.08M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
101
Crossmark Global Holdings
Texas
$204K +$204K +8,066 New
O
102
OppenheimerFunds
New York
$194K -$28.2K -2,523 -13%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$189K -$15.7K -1,400 -8%
LSCM
104
LaSalle Street Capital Management
Illinois
$185K – – –
AL
105
Airain Ltd
Guernsey
$176K -$338K -30,123 -66%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$174K -$70.5K -6,298 -29%
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$169K -$42.2K -3,761 -20%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$169K +$169K +15,046 New
Barclays
109
Barclays
United Kingdom
$168K +$167K +14,873 +11,620%
Millennium Management
110
Millennium Management
New York
$167K -$2.5M -222,691 -94%
AIM
111
Alambic Investment Management
California
$161K +$161K +14,400 New
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$139K -$321K -28,650 -70%
SG Americas Securities
113
SG Americas Securities
New York
$123K +$123K +10,945 New
Squarepoint
114
Squarepoint
New York
$122K -$197K -17,518 -62%
VKH
115
Virtu KCG Holdings
New York
$121K -$53.9K -4,826 -31%
AG
116
Aperio Group
California
$121K +$121K +10,761 New
TI
117
Trexquant Investment
Connecticut
$121K +$121K +10,800 New
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$103K +$1.46K +130 +1%
BlackRock
119
BlackRock
New York
$98K -$53.9K -4,821 -35%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$92K – – –
MSA
121
Mason Street Advisors
Wisconsin
$88K -$2.5K -223 -3%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$76K -$75.1K -6,703 -50%
Creative Planning
123
Creative Planning
Kansas
$57K -$11.2K -1,000 -16%
PI
124
PineBridge Investments
New York
$54K +$445 +40 +0.8%
ASN
125
Advisory Services Network
Georgia
$45K -$11.3K -1,000 -20%
3 4
5
6 7