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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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204 hedge funds and large institutions have $1.09B invested in Avantax, Inc. Common Stock in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

61% more call options, than puts

Call options by funds: $5.9M | Put options by funds: $3.66M

23% more capital invested

Capital invested by funds: $882M → $1.09B (+$206M)

6% more funds holding

Funds holding: 193 → 204 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
94
Reduced
56
Closed
15
Calls
$5.9M
Puts
$3.66M
Net Calls
+$2.25M
Net Calls Change
+$2.17M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12.6M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.04M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.74M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.3M
2
PWAM
Park West Asset Management
California
-$9.06M
3
NI
Numeric Investors
Massachusetts
-$8.4M
4
First Trust Advisors
First Trust Advisors
Illinois
-$3.65M
5
PC
Permit Capital
Pennsylvania
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRCP
101
Pacific Ridge Capital Partners
Oregon
$993K – – –
ADEF
102
Adams Diversified Equity Fund
Maryland
$989K +$885K +39,100 New
SAM
103
Shell Asset Management
Netherlands
$962K -$20.4K -900 -2%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$956K -$891K -39,372 -51%
Two Sigma Advisers
105
Two Sigma Advisers
New York
$946K +$214K +9,454 +34%
SO
106
STRS Ohio
Ohio
$910K -$43K -1,900 -5%
PG
107
PEAK6 Group
Illinois
$877K +$784K +34,650 New
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$860K -$48.6K -2,147 -6%
HW
109
Hancock Whitney
Mississippi
$860K – – –
CIC
110
Cornercap Investment Counsel
Georgia
$859K +$769K +33,965 New
BPM
111
Bowling Portfolio Management
Ohio
$841K +$752K +33,226 New
AIG
112
American International Group
New York
$838K +$55.3K +2,444 +8%
TPSF
113
Texas Permanent School Fund
Texas
$830K +$89K +3,932 +14%
NFA
114
Nationwide Fund Advisors
Ohio
$815K +$4.37K +193 +0.6%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$811K +$1.04K +46 +0.1%
BA
116
Boston Advisors
Massachusetts
$790K +$707K +31,215 New
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$739K – – –
Public Sector Pension Investment Board (PSP Investments)
118
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$717K +$189K +8,352 +42%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$688K +$72.7K +3,210 +13%
CC
120
Cipher Capital
New York
$665K +$595K +26,302 New
GC
121
Globeflex Capital
California
$652K +$249K +11,000 +74%
Macquarie Group
122
Macquarie Group
Australia
$642K +$574K +25,365 New
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$627K +$222K +9,815 +66%
BP
124
BBR Partners
New York
$605K -$453K -20,000 -46%
ASRS
125
Arizona State Retirement System
Arizona
$590K +$61.1K +2,700 +13%
3 4
5
6 7

AVTA Hedge Fund Activity: Q3 2017 in Review

204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2017, worth a combined $1.09B — up 23% from $882M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AVTA positions and 15 closed out — a net gain of 15 holders — while 94 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $13.7M. The largest seller was Wellington Management Group, cutting an estimated $20.3M.

  • 204 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2017, up from 193 in Q2 2017.
  • Funds reported $1.09B of Avantax, Inc. Common Stock stock for Q3 2017, up 23% quarter-over-quarter.
  • 30 funds opened new Avantax, Inc. Common Stock positions in Q3 2017 and 15 closed out, a net change of +15 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q3 2017 was BlackRock, an estimated $13.7M added.
  • The largest Avantax, Inc. Common Stock seller in Q3 2017 was Wellington Management Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2017.