AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

147 hedge funds and large institutions have $755M invested in Avantax, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
34
Reduced
64
Closed
29
Calls
$219K
Puts
$2.77M
Net Calls
-$2.55M
Net Calls Change
-$3.71M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$19.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$49.2M
3
NW
3
NewEdge Wealth
Pennsylvania
$19M
4
Millennium Management
4
Millennium Management
New York
$5.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$141M
2
NM
2
Newtyn Management
New York
$0
3
SCM
3
Simcoe Capital Management
New York
$28.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.85M
5
NSGL
5
No Street GP LP
California
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$250K 11,175 -8,970 -45%
Verition Fund Management
102
Verition Fund Management
Connecticut
$246K 10,982 +10,982 New
ASRS
103
Arizona State Retirement System
Arizona
$224K 9,997 -2,490 -20%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$219K 9,772 +1,557 +19%
CP
105
CenterBook Partners
Connecticut
$217K 9,690 +9,690 New
Man Group
106
Man Group
United Kingdom
$210K 9,367 +9,367 New
Squarepoint
107
Squarepoint
New York
$209K 9,324 +9,324 New
Group One Trading
108
Group One Trading
Illinois
$187K 8,351 +8,351 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$167K 7,430 -4,089 -35%
SOW
110
State of Wyoming
Wyoming
$155K 6,916 -6,537 -49%
Amundi
111
Amundi
France
$117K 5,123 -288 -5%
TRCT
112
Tower Research Capital (TRC)
New York
$110K 4,936 +3,229 +189%
CMF
113
Counterpoint Mutual Funds
California
$110K 4,919 +4,919 New
ACM
114
Aquatic Capital Management
Illinois
$103K 4,600 -6,400 -58%
Allspring Global Investments
115
Allspring Global Investments
North Carolina
$96.2K 4,298 -3,230 -43%
Citadel Advisors
116
Citadel Advisors
Florida
$91.2K 4,076 -2,153 -35%
KBC Group
117
KBC Group
Belgium
$75K 3,336 – –
AIP
118
Ameritas Investment Partners
Nebraska
$72.8K 3,251 -519 -14%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$72K 3,219 -132 -4%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$48.2K 2,153 -557 -21%
GCM
121
Gladius Capital Management
Illinois
$27.7K 1,239 +1,239 New
AA
122
Ancora Advisors
Ohio
$24.6K 1,100 – –
Osaic Holdings
123
Osaic Holdings
Arizona
$18.2K 815 -1,365 -63%
US Bancorp
124
US Bancorp
Minnesota
$16.3K 729 – –
PFBT
125
Parkside Financial Bank & Trust
Missouri
$15.6K 699 +19 +3%
3 4
5
6 7