AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $691M invested in Avantax, Inc. Common Stock in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
52
Reduced
53
Closed
20
Calls
$4.17M
Puts
$4.52M
Net Calls
-$351K
Net Calls Change
+$2.9M

Top Buyers

1
AA
Ancora Advisors
Ohio
$12.9M
2
GGPE
Golden Gate Private Equity
California
$10.2M
3
UBS Group
UBS Group
Switzerland
$8.9M
4
BlackRock
BlackRock
New York
$118M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$23.8M

Top Sellers

1
AC
Armistice Capital
New York
$21.1M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
$1.35M
3
Renaissance Technologies
Renaissance Technologies
New York
$29.5M
4
EWM
Empirical Wealth Management
Washington
$3.41M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
101
Group One Trading
Illinois
$272K +$19K +1,193 +8%
M&T Bank
102
M&T Bank
New York
$266K -$234K -14,764 -47%
FCBT
103
First Citizens Bank & Trust
North Carolina
$256K -$16.9K -1,063 -6%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$250K -$22.1K -1,386 -8%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$227K +$74K +4,653 +48%
ASRS
106
Arizona State Retirement System
Arizona
$222K -$8.08K -507 -4%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$221K +$19.1K +1,198 +9%
ECM
108
Everence Capital Management
Indiana
$220K – – –
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$216K – – –
WCM
110
Wedge Capital Management
North Carolina
$212K -$20.6K -1,293 -9%
Citigroup
111
Citigroup
New York
$206K +$124K +7,806 +152%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$200K +$140K +8,709 +232%
AG
113
Aperio Group
California
$195K +$195K +12,282 New
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$186K – – –
ProShare Advisors
115
ProShare Advisors
Maryland
$184K +$184K +11,591 New
Wolverine Trading
116
Wolverine Trading
Illinois
$172K +$172K +10,715 New
PAM
117
Panagora Asset Management
Massachusetts
$99K -$4.58K -287 -4%
MOACM
118
Mutual of America Capital Management
New York
$95K +$2.89K +182 +3%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$95K +$50.1K +3,133 +111%
TRCT
120
Tower Research Capital (TRC)
New York
$72K -$868K -54,260 -92%
VCG
121
Vantage Consulting Group
Virginia
$68K +$68K +4,289 New
AIP
122
Ameritas Investment Partners
Nebraska
$67K – – –
CG
123
Cutler Group
California
$58K +$58K +3,697 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$48K +$36.9K +2,249 +334%
WC
125
Wexford Capital
Florida
$47K +$47K +2,944 New
3 4
5
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