AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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144 hedge funds and large institutions have $529M invested in Avantax, Inc. Common Stock in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 25 closing their positions.

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
55
Reduced
48
Closed
25
Calls
$17.4M
Puts
$5.78M
Net Calls
+$11.6M
Net Calls Change
+$6.85M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$77.7M
2
BFA
2
BlackRock Fund Advisors
California
$47.6M
3
NI
3
Numeric Investors
Massachusetts
$12.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$5.84M
5
Group One Trading
5
Group One Trading
Illinois
$3.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.68M
2
PCM
2
Pennant Capital Management
New Jersey
$13.1M
3
RA
3
Royce & Associates
New York
$7.98M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.28M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$227K -$22.1K -1,500 -9%
O
102
OppenheimerFunds
New York
$226K -$30.2K -2,043 -12%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$222K – – –
WAM
104
Wolverine Asset Management
Illinois
$216K +$216K +14,702 New
Two Sigma Advisers
105
Two Sigma Advisers
New York
$204K -$521K -35,400 -72%
UBS AM
106
UBS AM
Illinois
$190K -$298K -20,200 -61%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$183K – – –
AL
108
Airain Ltd
Guernsey
$180K -$51.7K -3,502 -22%
AG
109
Aperio Group
California
$177K +$18.2K +1,233 +11%
BCM
110
Bayesian Capital Management
New York
$158K +$158K +10,700 New
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$154K +$53.5K +3,625 +53%
AIM
112
Acrospire Investment Management
Illinois
$139K +$139K +9,420 New
MERSOM
113
Municipal Employees' Retirement System of Michigan
Michigan
$129K -$7.1K -480 -5%
BlackRock
114
BlackRock
New York
$125K -$4.65K -314 -4%
MSA
115
Mason Street Advisors
Wisconsin
$124K +$7.75K +524 +7%
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$121K – – –
Nomura Holdings
117
Nomura Holdings
Japan
$109K +$97.1K +6,500 +813%
PG
118
PEAK6 Group
Illinois
$95K +$95K +6,433 New
Creative Planning
119
Creative Planning
Kansas
$75K – – –
SOADOR
120
State of Alaska Department of Revenue
Alaska
$60K +$60K +4,130 New
ST
121
Spot Trading
Illinois
$48K +$48K +3,248 New
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$38K +$36.7K +2,519 +2,895%
IA
123
IFP Advisors
Florida
$33K +$32K +2,150 +3,308%
FPFS
124
First Personal Financial Services
North Carolina
$31K +$31K +2,099 New
VCM
125
Versant Capital Management
Arizona
$26K +$883 +62 +4%
3 4
5
6 7