AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
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
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

1
BlackRock
1
BlackRock
New York
$141M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$46.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.5M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$14.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$40.9M
2
PWAM
2
Park West Asset Management
California
$24M
3
NI
3
Numeric Investors
Massachusetts
$31.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$46.4M
5
PC
5
Permit Capital
Pennsylvania
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRCP
101
Pacific Ridge Capital Partners
Oregon
$993K – – –
ADEF
102
Adams Diversified Equity Fund
Maryland
$989K +$989K +39,100 New
SAM
103
Shell Asset Management
Netherlands
$962K -$22.8K -900 -2%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$956K -$997K -39,372 -51%
Two Sigma Advisers
105
Two Sigma Advisers
New York
$946K +$239K +9,454 +34%
SO
106
STRS Ohio
Ohio
$910K -$48K -1,900 -5%
PG
107
PEAK6 Group
Illinois
$877K +$877K +34,650 New
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$860K -$54.3K -2,147 -6%
HW
109
Hancock Whitney
Mississippi
$860K – – –
CIC
110
Cornercap Investment Counsel
Georgia
$859K +$859K +33,965 New
BPM
111
Bowling Portfolio Management
Ohio
$841K +$841K +33,226 New
AIG
112
American International Group
New York
$838K +$61.8K +2,444 +8%
TPSF
113
Texas Permanent School Fund
Texas
$830K +$99.5K +3,932 +14%
NFA
114
Nationwide Fund Advisors
Ohio
$815K +$4.88K +193 +0.6%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$811K +$1.16K +46 +0.1%
BA
116
Boston Advisors
Massachusetts
$790K +$790K +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 +$211K +8,352 +42%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$688K +$81.3K +3,210 +13%
CC
120
Cipher Capital
New York
$665K +$665K +26,302 New
GC
121
Globeflex Capital
California
$652K +$278K +11,000 +74%
Macquarie Group
122
Macquarie Group
Australia
$642K +$642K +25,365 New
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$627K +$248K +9,815 +66%
BP
124
BBR Partners
New York
$605K -$506K -20,000 -46%
ASRS
125
Arizona State Retirement System
Arizona
$590K +$68.3K +2,700 +13%
3 4
5
6 7