AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $1.1B invested in Avantax, Inc. Common Stock in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
45
Reduced
66
Closed
16
Calls
$8.78M
Puts
$3.43M
Net Calls
+$5.35M
Net Calls Change
+$283K

Top Buyers

1
ECM
1
Engine Capital Management
New York
$60.5M
2
Invesco
2
Invesco
Georgia
$46.8M
3
Boston Partners
3
Boston Partners
Massachusetts
$15.2M
4
CM
4
Caption Management
Oklahoma
$6M
5
SCM
5
Simcoe Capital Management
New York
$43.7M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
NM
2
Newtyn Management
New York
$33.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$61.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$323K 12,646 +12,513 +9,408%
ASRS
102
Arizona State Retirement System
Arizona
$310K 12,125 +570 +5%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$298K 11,663 – –
E
104
Ergoteles
New York
$279K 10,930 +10,930 New
Victory Capital Management
105
Victory Capital Management
Texas
$266K 10,414 -17,272 -62%
MOACM
106
Mutual of America Capital Management
New York
$256K 10,035 +536 +6%
YCM
107
Yakira Capital Management
Connecticut
$255K 10,000 +10,000 New
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$249K 9,774 +9,774 New
ECM
109
ExodusPoint Capital Management
New York
$235K 9,187 -8,140 -47%
B
110
Bailard
California
$232K 9,077 -2,923 -24%
SO
111
STRS Ohio
Ohio
$227K 8,900 – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$210K 8,215 +2,061 +33%
CSS
113
Cubist Systematic Strategies
Connecticut
$200K 7,818 -27,022 -78%
AA
114
Ancora Advisors
Ohio
$184K 7,200 -3,700 -34%
Allspring Global Investments
115
Allspring Global Investments
North Carolina
$146K 5,737 +409 +8%
AIP
116
Ameritas Investment Partners
Nebraska
$103K 3,770 – –
KBC Group
117
KBC Group
Belgium
$102K 4,013 – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$85.9K 3,366 – –
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$78.7K 3,081 – –
PI
120
PEAK6 Investments
Illinois
$75.9K 2,973 -26,212 -90%
RCG
121
Rock Creek Group
District of Columbia
$70K 2,742 -15,390 -85%
Wells Fargo
122
Wells Fargo
California
$65.7K 2,573 -1,326 -34%
PMEF
123
Point72 Middle East FZE
United Arab Emirates
$51.8K 2,029 +2,029 New
CM
124
Cornerstone Management
Georgia
$49.5K 1,940 – –
Dimensional Fund Advisors
125
Dimensional Fund Advisors
Texas
$45.7K 1,790,162 -285,807 -14%
3 4
5
6 7