AVTA

Avantax, Inc. Common Stock

Delisted

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

141 hedge funds and large institutions have $682M invested in Avantax, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-13
Holders Change %
-8.44%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
11
Increased
34
Reduced
62
Closed
23
Calls
$18.6M
Puts
$19.4M
Net Calls
-$767K
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$236K +$51.1K +3,277 +28%
Squarepoint
102
Squarepoint
New York
$235K -$127K -8,120 -35%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$211K
ASRS
104
Arizona State Retirement System
Arizona
$206K +$1.44K +92 +0.7%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$203K +$38.6K +2,475 +23%
FCBT
106
First Citizens Bank & Trust
North Carolina
$190K -$5.2K -333 -3%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$190K -$3.07K -197 -2%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$182K
WCM
109
Wedge Capital Management
North Carolina
$181K +$23.8K +1,522 +15%
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
$133K -$232K -14,949 -64%
MOACM
111
Mutual of America Capital Management
New York
$101K -$6.12K -393 -6%
Simplex Trading
112
Simplex Trading
Illinois
$100K -$107K -6,200 -52%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$96K
UBS Group
114
UBS Group
Switzerland
$91K -$103K -6,653 -53%
Macquarie Group
115
Macquarie Group
Australia
$79K
SOW
116
State of Wyoming
Wyoming
$79K +$5.75K +368 +8%
AIP
117
Ameritas Investment Partners
Nebraska
$66K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$45K -$2.1K -134 -4%
Wells Fargo
119
Wells Fargo
California
$44K -$6.82K -440 -13%
AS
120
Altshuler Shaham
Israel
$36K +$204 +13 +0.6%
US Bancorp
121
US Bancorp
Minnesota
$30K +$1.3K +83 +5%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$23K +$394 +25 +2%
SWA
123
Sutton Wealth Advisors
Florida
$10.3K
PHK
124
Point72 Hong Kong
Hong Kong
$10K -$47.8K -2,999 -83%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21K