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 $760M invested in Avantax, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
49
Reduced
59
Closed
9
Calls
$10.8M
Puts
$17.2M
Net Calls
-$6.43M
Net Calls Change
+$3.04M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$10.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$7.3M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$21.8M
4
Millennium Management
4
Millennium Management
New York
$7.48M
5
GCP
5
GSA Capital Partners
United Kingdom
$2.61M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$3K
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$70.4M
3
Walleye Trading
3
Walleye Trading
New York
$479K
4
BlackRock
4
BlackRock
New York
$135M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$234K – – –
ASRS
102
Arizona State Retirement System
Arizona
$227K -$15.4K -890 -6%
FCBT
103
First Citizens Bank & Trust
North Carolina
$217K +$12.8K +736 +6%
UBS Group
104
UBS Group
Switzerland
$216K -$336K -19,476 -61%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$214K +$15.3K +888 +8%
Belvedere Trading
106
Belvedere Trading
Illinois
$213K +$213K +13,194 New
TI
107
Trexquant Investment
Connecticut
$212K -$140K -8,103 -40%
Simplex Trading
108
Simplex Trading
Illinois
$207K -$270K -15,678 -57%
TRCT
109
Tower Research Capital (TRC)
New York
$205K +$147K +8,512 +255%
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$202K – – –
CMBA
111
C.M. Bidwell & Associates
Hawaii
$199K +$199K +11,510 New
AIM
112
Aigen Investment Management
New York
$196K -$76.2K -4,410 -28%
Man Group
113
Man Group
United Kingdom
$188K +$188K +10,870 New
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$183K -$40.4K -2,331 -18%
WCM
115
Wedge Capital Management
North Carolina
$174K +$174K +10,073 New
CG
116
Cutler Group
California
$157K +$3.62K +210 +2%
SG Americas Securities
117
SG Americas Securities
New York
$128K -$133K -7,635 -51%
MOACM
118
Mutual of America Capital Management
New York
$119K +$7.59K +439 +7%
PAM
119
Panagora Asset Management
Massachusetts
$107K – – –
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$107K – – –
Macquarie Group
121
Macquarie Group
Australia
$87K +$77.3K +4,488 +799%
SOW
122
State of Wyoming
Wyoming
$81K +$81K +4,686 New
PCM
123
Pinz Capital Management
New York
$80K -$52.2K -3,000 -39%
AIP
124
Ameritas Investment Partners
Nebraska
$73K – – –
PHK
125
Point72 Hong Kong
Hong Kong
$63K +$63K +3,626 New
3 4
5
6 7