AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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150 hedge funds and large institutions have $904M invested in Avantax, Inc. Common Stock in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
4.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
22
Increased
67
Reduced
43
Closed
17
Calls
$6.8M
Puts
$2.74M
Net Calls
+$4.06M
Net Calls Change
+$144K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$22.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$16M
3
HA
3
Hays Advisory
Tennessee
$14.3M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$7.96M
5
Invesco
5
Invesco
Georgia
$9.49M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
HCM
2
Hawkeye Capital Management
Florida
$0
3
GCM
3
Gruss Capital Management
New York
$10.5M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$3.8M
5
SCA
5
SAC Capital Advisors
Connecticut
$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
126
Ellington Management Group
Connecticut
$225K -$1.48M -64,400 -87%
GMIM
127
General Motors Investment Management
New York
$222K +$222K +9,681 New
SG Americas Securities
128
SG Americas Securities
New York
$169K +$169K +7,335 New
OA
129
OFI Advisors
Pennsylvania
$157K +$9.51K +414 +6%
MSA
130
Mason Street Advisors
Wisconsin
$139K +$8.52K +371 +7%
TRCT
131
Tower Research Capital (TRC)
New York
$121K +$121K +5,264 New
Citigroup
132
Citigroup
New York
$115K -$467K -20,236 -80%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$114K +$53.3K +2,317 +88%
AAM
134
Advisors Asset Management
Colorado
$112K +$54.3K +2,367 +94%
PI
135
PineBridge Investments
New York
$109K +$4.99K +217 +5%
U
136
UBS
Switzerland
$77K +$63.8K +2,757 +485%
HR
137
Howe & Rusling
New York
$74K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$48K -$1.3M -57,280 -96%
ST
139
SpiderRock Trading
Illinois
$39K -$19K – –
BlackRock
140
BlackRock
New York
$24K – – –
PTC
141
Private Trust Company
Ohio
$15K – – –
EWM
142
Edge Wealth Management
New York
$6K – – –
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$5K -$927 -43 -16%
BAM
144
Barrett Asset Management
New York
$3K – – –
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$3K +$45 +2 +2%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$2K +$2K +100 New
Creative Planning
147
Creative Planning
Kansas
$1K -$2.86K -100 -74%
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$732 -$34 -1,480 -4%
HCM
149
Hawkeye Capital Management
Florida
– -$16.3M -877,790 Closed
BCM
150
BBT Capital Management
Texas
– -$3.11M -167,597 Closed
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