AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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142 hedge funds and large institutions have $738M invested in Avantax, Inc. Common Stock in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
55
Closed
22
Calls
$5.26M
Puts
$14.7M
Net Calls
-$9.47M
Net Calls Change
-$9.12M

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$38.3M
2
AA
2
Ancora Advisors
Ohio
$27.2M
3
BlackRock
3
BlackRock
New York
$132M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$16.3M
5
Millennium Management
5
Millennium Management
New York
$4.18M

Top Sellers

1
AC
1
Armistice Capital
New York
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$532K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.3M
5
PGM
5
Parian Global Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$205K -$6.62K -390 -3%
MIM
102
MetLife Investment Management
New Jersey
$201K -$137K -8,246 -41%
FCBT
103
First Citizens Bank & Trust
North Carolina
$196K -$71.7K -4,306 -27%
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$194K – – –
DTL
105
Dynamic Technology Lab
Singapore
$193K +$193K +11,623 New
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$191K -$69.5K -4,184 -27%
Jane Street
107
Jane Street
New York
$169K +$169K +10,177 New
CG
108
Cutler Group
California
$147K +$85.9K +5,194 +140%
PCM
109
Pinz Capital Management
New York
$126K +$126K +7,600 New
MOACM
110
Mutual of America Capital Management
New York
$107K +$7.8K +470 +8%
PAM
111
Panagora Asset Management
Massachusetts
$103K – – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$102K +$3.5K +211 +4%
Citigroup
113
Citigroup
New York
$92K -$124K -7,423 -57%
AIP
114
Ameritas Investment Partners
Nebraska
$70K – – –
TRCT
115
Tower Research Capital (TRC)
New York
$56K -$19.5K -1,163 -26%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$50K +$1.64K +99 +3%
Osaic Holdings
117
Osaic Holdings
Arizona
$37K – – –
HI
118
Harbour Investments
Wisconsin
$33K +$33K +2,010 New
US Bancorp
119
US Bancorp
Minnesota
$30K – – –
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$24K +$22.4K +1,366 +1,438%
AS
121
Altshuler Shaham
Israel
$22K +$22K +1,327 New
SWA
122
Sutton Wealth Advisors
Florida
$10.9K – – –
Macquarie Group
123
Macquarie Group
Australia
$9K -$4.28K -267 -32%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$9K +$9K +540 New
VCM
125
Versant Capital Management
Arizona
$6K +$1.31K +74 +28%
3 4
5
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