AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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151 hedge funds and large institutions have $784M invested in Avantax, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
42
Reduced
58
Closed
14
Calls
$12.3M
Puts
$14.7M
Net Calls
-$2.45M
Net Calls Change
-$1.68M

Top Buyers

1
HPC
1
Hill Path Capital
New York
$40.1M
2
ECM
2
Engine Capital Management
New York
$11.9M
3
NM
3
Newtyn Management
New York
$10.4M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$6.13M
5
BlackRock
5
BlackRock
New York
$136M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$46M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$19.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$5.76M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$270K 15,582 – –
ECM
102
Everence Capital Management
Indiana
$266K 15,340 – –
SOW
103
State of Wyoming
Wyoming
$237K 13,675 +8,621 +171%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$235K 13,546 – –
ASRS
105
Arizona State Retirement System
Arizona
$227K 13,100 -88 -0.7%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$226K 12,989 -2,609 -17%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$219K 12,661 -391 -3%
ProShare Advisors
108
ProShare Advisors
Maryland
$210K 12,126 +12,126 New
PI
109
PEAK6 Investments
Illinois
$202K 11,650 -5,721 -33%
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$202K 11,663 – –
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$191K 11,014 -1,179 -10%
FCBT
112
First Citizens Bank & Trust
North Carolina
$189K 10,959 -1,221 -10%
Group One Trading
113
Group One Trading
Illinois
$123K 7,094 -45,842 -87%
MOACM
114
Mutual of America Capital Management
New York
$115K 6,656 +166 +3%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$107K 6,154 – –
Macquarie Group
116
Macquarie Group
Australia
$87K 5,050 – –
AIP
117
Ameritas Investment Partners
Nebraska
$73K 4,225 – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$50K 2,930 +58 +2%
AS
119
Altshuler Shaham
Israel
$44K 2,539 +247 +11%
TRCT
120
Tower Research Capital (TRC)
New York
$40K 2,298 -12,828 -85%
ACM
121
Aquatic Capital Management
Illinois
$38K 2,200 +2,200 New
US Bancorp
122
US Bancorp
Minnesota
$37K 2,187 +273 +14%
CMF
123
Counterpoint Mutual Funds
California
$27K 1,585 +1,585 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$25K 1,437 -24 -2%
Allspring Global Investments
125
Allspring Global Investments
North Carolina
$13K 794 +794 New
3 4
5
6 7