AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-6
Holders Change %
-3.87%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
34
Reduced
67
Closed
19
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$1.1M

Top Buyers

1
NSGL
1
No Street GP LP
California
$18.5M
2
Invesco
2
Invesco
Georgia
$23.5M
3
PCP
3
P2 Capital Partners
New York
$42.5M
4
WAM
4
Weiss Asset Management
Massachusetts
$18M
5
ECM
5
Engine Capital Management
New York
$40.8M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$56M
2
ACM
2
Archon Capital Management
Washington
$1.04M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$11.6M
4
P2P
4
Phase 2 Partners
California
$0
5
BlackRock
5
BlackRock
New York
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
E
101
Ergoteles
New York
$236K 12,800 +12,800 New
DU
102
Delphia (USA)
Ontario, Canada
$235K 12,724 +12,724 New
ASRS
103
Arizona State Retirement System
Arizona
$219K 11,863 -1,306 -10%
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$215K 11,663 – –
CC
105
Corton Capital
Ontario, Canada
$214K 11,593 +11,593 New
SOW
106
State of Wyoming
Wyoming
$205K 11,108 +4,236 +62%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$195K 10,558 +10,558 New
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$187K 10,157 -1,061 -9%
FCBT
109
First Citizens Bank & Trust
North Carolina
$187K 10,126 -779 -7%
SC
110
Skylands Capital
Wisconsin
$155K 8,400 +8,400 New
MOACM
111
Mutual of America Capital Management
New York
$146K 7,935 +915 +13%
SG Americas Securities
112
SG Americas Securities
New York
$143K 7,773 +1,004 +15%
CMF
113
Counterpoint Mutual Funds
California
$134K 7,237 +2,839 +65%
Wells Fargo
114
Wells Fargo
California
$126K 6,801 -7,095 -51%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$114K 6,154 – –
Macquarie Group
116
Macquarie Group
Australia
$93K 5,050 – –
KBC Group
117
KBC Group
Belgium
$74K 4,013 +4,013 New
AA
118
Ancora Advisors
Ohio
$69K 3,700 -248,062 -99%
AIP
119
Ameritas Investment Partners
Nebraska
$69K 3,770 – –
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$60K 3,262 +335 +11%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$56.9K 3,081 – –
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$52K 2,831 -105 -4%
CM
123
Cornerstone Management
Georgia
$35.8K 1,940 – –
TRCT
124
Tower Research Capital (TRC)
New York
$33K 1,766 +1,146 +185%
AS
125
Altshuler Shaham
Israel
$31K 1,672 -2,708 -62%
3 4
5
6 7