AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $662M invested in Avantax, Inc. Common Stock in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 18 closing their positions.

Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
63
Reduced
36
Closed
18
Calls
$2.17M
Puts
$4.59M
Net Calls
-$2.42M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
1
BlackRock
New York
$85.1M
2
PWAM
2
Park West Asset Management
California
$34.6M
3
NI
3
Numeric Investors
Massachusetts
$25.9M
4
CS
4
Credit Suisse
Switzerland
$5.84M
5
HCS
5
Harvest Capital Strategies
California
$4.67M

Top Sellers

1
PCM
1
Pennant Capital Management
New Jersey
$2.59M
2
HT
2
HAP Trading
New York
$0
3
Group One Trading
3
Group One Trading
Illinois
$0
4
GF
4
Gabelli Funds
New York
$4.21M
5
Walleye Trading
5
Walleye Trading
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$320K 18,499 +5,600 +43%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$317K 18,309 +5,909 +48%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$273K 15,800 +400 +3%
Two Sigma Advisers
104
Two Sigma Advisers
New York
$266K 15,351 +1,500 +11%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$264K 15,263 +15,263 New
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$260K 15,046 – –
WCM
107
Wedge Capital Management
North Carolina
$257K 14,831 +14,831 New
GC
108
Globeflex Capital
California
$256K 14,782 -104,062 -88%
OAM
109
Oxford Asset Management
United Kingdom
$242K 14,000 +14,000 New
CANY
110
Caxton Associates (New York)
New York
$240K 13,900 +13,900 New
AG
111
Aperio Group
California
$227K 13,141 +1,147 +10%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$203K 11,758 +1,350 +13%
Squarepoint
113
Squarepoint
New York
$187K 10,800 +10,800 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$183K 10,545 -7,050 -40%
TSS
115
Two Sigma Securities
New York
$180K 10,416 +10,416 New
DTL
116
Dynamic Technology Lab
Singapore
$176K 10,122 +10,122 New
MSA
117
Mason Street Advisors
Wisconsin
$157K 9,054 +667 +8%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$151K 8,720 – –
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$142K 8,200 – –
AIM
120
Acrospire Investment Management
Illinois
$115K 6,631 -2,789 -30%
PAM
121
Panagora Asset Management
Massachusetts
$107K 6,200 -11,663 -65%
SOADOR
122
State of Alaska Department of Revenue
Alaska
$73K 4,270 +140 +3%
AG
123
Advisor Group
Arizona
$68K 3,884 +3,718 +2,240%
Creative Planning
124
Creative Planning
Kansas
$62K 3,600 -1,500 -29%
AIP
125
Ameritas Investment Partners
Nebraska
$55K 3,157 +3,157 New
3 4
5
6 7