AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $857M invested in Avantax, Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
25
Increased
62
Reduced
43
Closed
18
Calls
$6.7M
Puts
$1.64M
Net Calls
+$5.07M
Net Calls Change
+$3.64M

Top Buyers

1
SCM
1
Simcoe Capital Management
New York
$30M
2
PCM
2
Portolan Capital Management
Massachusetts
$7.73M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M
4
VC
4
Voss Capital
Texas
$2.5M
5
JAM
5
Jupiter Asset Management
United Kingdom
$5.44M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$9.34M
2
GGPE
2
Golden Gate Private Equity
California
$2.05M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$50M
4
ECM
4
Engine Capital Management
New York
$34.6M
5
WAM
5
Weiss Asset Management
Massachusetts
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$314K 16,240 +1,518 +10%
LCM
102
Landscape Capital Management
New Jersey
$313K 16,193 +16,193 New
Barclays
103
Barclays
United Kingdom
$310K 16,038 +1,313 +9%
HS
104
HighVista Strategies
Massachusetts
$307K 15,872 – –
CIM
105
CIM Investment Management
Pennsylvania
$301K 15,569 – –
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$301K 15,576 – –
MCC
107
Money Concepts Capital
Florida
$299K 15,477 +691 +5%
ECM
108
Everence Capital Management
Indiana
$297K 15,340 – –
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$293K 15,138 +15,138 New
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$279K 14,408 +14,408 New
B
111
Bailard
California
$232K 12,000 +12,000 New
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$226K 11,663 – –
ASRS
113
Arizona State Retirement System
Arizona
$223K 11,555 -308 -3%
FRM
114
Fox Run Management
Connecticut
$221K 11,450 +11,450 New
Simplex Trading
115
Simplex Trading
Illinois
$215K 11,163 -29,105 -72%
AA
116
Ancora Advisors
Ohio
$211K 10,900 +7,200 +195%
MOACM
117
Mutual of America Capital Management
New York
$184K 9,499 +1,564 +20%
TRCT
118
Tower Research Capital (TRC)
New York
$183K 9,476 +7,710 +437%
SO
119
STRS Ohio
Ohio
$172K 8,900 +8,900 New
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$119K 6,154 – –
Allspring Global Investments
121
Allspring Global Investments
North Carolina
$103K 5,328 +3,635 +215%
Macquarie Group
122
Macquarie Group
Australia
$98K 4,488 -562 -11%
KBC Group
123
KBC Group
Belgium
$78K 4,013 – –
Wells Fargo
124
Wells Fargo
California
$75K 3,899 -2,902 -43%
AIP
125
Ameritas Investment Partners
Nebraska
$72K 3,770 – –
3 4
5
6 7