AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
39
Reduced
64
Closed
23
Calls
$1.11M
Puts
$10.5M
Net Calls
-$9.42M
Net Calls Change
-$6.86M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.3M
2
MF
2
Magnetar Financial
Illinois
$22.8M
3
WP
3
Woodline Partners
California
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.9M
5
WIC
5
Water Island Capital
New York
$20.1M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$4.84M
3
SCM
3
Simcoe Capital Management
New York
$12.8M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
NSGL
5
No Street GP LP
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$445K +$26.3K +1,029 +6%
Comerica Bank
102
Comerica Bank
Texas
$431K +$431K +16,858 New
RA
103
Royce & Associates
New York
$421K -$319K -12,470 -43%
Two Sigma Investments
104
Two Sigma Investments
New York
$420K -$473K -18,500 -53%
AB
105
Amalgamated Bank
New York
$419K -$38.6K -1,510 -8%
FC
106
FORA Capital
Florida
$418K +$418K +16,324 New
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$407K -$14.9K -581 -4%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$390K – – –
Citigroup
109
Citigroup
New York
$390K -$512K -20,024 -57%
New York State Common Retirement Fund
110
New York State Common Retirement Fund
New York
$387K -$1.82K -71 -0.5%
GC
111
Guggenheim Capital
Illinois
$381K +$381K +14,887 New
DFCM
112
Dark Forest Capital Management
Puerto Rico
$366K +$33.1K +1,293 +10%
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$346K -$38.2K -1,494 -10%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$298K – – –
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$289K +$3.07K +120 +1%
SOW
116
State of Wyoming
Wyoming
$289K +$112K +4,367 +63%
Walleye Trading
117
Walleye Trading
New York
$289K +$289K +11,280 New
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$280K -$28.1K -1,100 -9%
ASRS
119
Arizona State Retirement System
Arizona
$267K +$11.3K +440 +4%
CP
120
CenterBook Partners
Connecticut
$263K +$14.8K +580 +6%
Walleye Capital
121
Walleye Capital
New York
$260K +$260K +10,156 New
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$250K – – –
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$215K +$25.2K +988 +13%
Wells Fargo
124
Wells Fargo
California
$214K -$267K -10,423 -56%
Amundi
125
Amundi
France
$121K -$10.2K -399 -8%
3 4
5
6 7