AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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177 hedge funds and large institutions have $2.23B invested in Avantax, Inc. Common Stock in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
38
Increased
66
Reduced
48
Closed
27
Calls
$10.9M
Puts
$8.83M
Net Calls
+$2.08M
Net Calls Change
-$772K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.44B
2
OCG
Opus Capital Group
Ohio
$15.3M
3
BIT
BlackRock Institutional Trust
California
$43M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$8.08M
5
GF
Gabelli Funds
New York
$11.8M

Top Sellers

1
PI
Putnam Investments
Massachusetts
$0
2
FA
Friess Associates
Delaware
$0
3
RCM
Raging Capital Management
New Jersey
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$6.41M
5
NAM
Nichols Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Advisors Asset Management
Colorado
$273K +$203K +10,326 +291%
CCIA
127
Campbell & Co Investment Adviser
Maryland
$266K -$119K -6,064 -31%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$256K – – –
OA
129
OFI Advisors
Pennsylvania
$250K +$109K +5,530 +77%
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$249K -$2.46K -125 -1%
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$247K – – –
Axa
132
Axa
France
$246K +$246K +12,500 New
ST
133
Spot Trading
Illinois
$226K +$226K +11,487 New
PA
134
Profund Advisors
Maryland
$224K -$49.8K -2,524 -18%
QIM
135
Quantitative Investment Management
Virginia
$220K +$220K +11,200 New
SCM
136
Sterling Capital Management
North Carolina
$215K +$215K +10,932 New
PRCP
137
Pacific Ridge Capital Partners
Oregon
$214K +$214K +10,870 New
PI
138
PineBridge Investments
New York
$209K -$10.3K -524 -5%
VCM
139
Violich Capital Management
California
$209K – – –
RG
140
Renaissance Group
Kentucky
$207K -$3.93K -199 -2%
AG
141
Algert Global
California
$202K +$202K +10,240 New
GMIM
142
General Motors Investment Management
New York
$197K -$18.5K -942 -9%
MERSOM
143
Municipal Employees' Retirement System of Michigan
Michigan
$197K +$197K +10,000 New
KBC Group
144
KBC Group
Belgium
$185K +$122K +6,176 +192%
SG Americas Securities
145
SG Americas Securities
New York
$179K +$179K +9,103 New
PCM
146
Prelude Capital Management
New York
$171K +$6.53K +332 +4%
FMT
147
First Mercantile Trust
Tennessee
$165K +$165K +8,400 New
CMBA
148
C.M. Bidwell & Associates
Hawaii
$145K -$8.27K -420 -5%
CCMH
149
Cornerstone Capital Management Holdings
New York
$106K +$106K +5,400 New
MSA
150
Mason Street Advisors
Wisconsin
$101K -$27.5K -1,402 -21%
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