AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

155 hedge funds and large institutions have $877M invested in Avantax, Inc. Common Stock in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
16
Increased
45
Reduced
63
Closed
12
Calls
$8.09M
Puts
$5.56M
Net Calls
+$2.53M
Net Calls Change
+$4.98M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$35.2M
2
NM
2
Newtyn Management
New York
$29.3M
3
WAM
3
Weiss Asset Management
Massachusetts
$10.4M
4
P2P
4
Phase 2 Partners
California
$7.35M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.83M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$4.92M
2
PCP
2
P2 Capital Partners
New York
$35.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$67.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$791K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$357K -$7.81K -400 -2%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$341K -$121K -6,210 -26%
CIM
103
CIM Investment Management
Pennsylvania
$304K -$35.4K -1,815 -10%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$302K +$302K +15,154 New
ECM
105
Everence Capital Management
Indiana
$300K – – –
VRS
106
Virginia Retirement Systems
Virginia
$282K -$233K -11,900 -45%
Wells Fargo
107
Wells Fargo
California
$272K -$330K -16,846 -55%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$265K – – –
MCC
109
Money Concepts Capital
Florida
$265K +$265K +13,577 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$260K -$1.43K -71 -0.5%
ASRS
111
Arizona State Retirement System
Arizona
$257K +$1.35K +69 +0.5%
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$228K – – –
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$219K +$3.98K +204 +2%
FCBT
114
First Citizens Bank & Trust
North Carolina
$214K -$1.06K -54 -0.5%
ProShare Advisors
115
ProShare Advisors
Maryland
$211K -$25.5K -1,306 -11%
UBS Group
116
UBS Group
Switzerland
$150K -$222K -11,325 -60%
MOACM
117
Mutual of America Capital Management
New York
$137K +$7.1K +364 +5%
SOW
118
State of Wyoming
Wyoming
$134K -$133K -6,803 -50%
SG Americas Securities
119
SG Americas Securities
New York
$132K +$132K +6,769 New
EFS
120
Econ Financial Services
Pennsylvania
$126K +$126K +6,424 New
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$120K – – –
AS
122
Altshuler Shaham
Israel
$86K +$36.1K +1,841 +73%
CMF
123
Counterpoint Mutual Funds
California
$86K +$55K +2,813 +177%
AIP
124
Ameritas Investment Partners
Nebraska
$74K -$8.93K -455 -11%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$60.2K -$187K -9,580 -76%
3 4
5
6 7