AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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171 hedge funds and large institutions have $744M invested in Avantax, Inc. Common Stock in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
69
Reduced
56
Closed
32
Calls
$8.63M
Puts
$5.12M
Net Calls
+$3.51M
Net Calls Change
+$1.42M

Top Buyers

1
PRCM
Pine River Capital Management
Minnesota
$16.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$13.9M
3
PCM
Proxima Capital Management
New York
$10.7M
4
Allianz Asset Management
Allianz Asset Management
Germany
$8.45M
5
Norges Bank
Norges Bank
Norway
$14.1M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
BIT
BlackRock Institutional Trust
California
$28.2M
3
Invesco
Invesco
Georgia
$2.79M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
JCAM
Jericho Capital Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
126
Prelude Capital Management
New York
$302K +$138K +7,300 +84%
OA
127
OFI Advisors
Pennsylvania
$293K +$53.1K +2,813 +22%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$292K +$2.83K +150 +1%
ST
129
Spot Trading
Illinois
$290K +$73.2K +3,880 +34%
CS
130
Comerica Securities
Michigan
$287K +$287K +15,188 New
SCM
131
Stevens Capital Management
Pennsylvania
$264K +$264K +14,001 New
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$237K – – –
BlackRock
133
BlackRock
New York
$235K -$700K -37,129 -75%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$232K -$13.2K -700 -5%
PRCP
135
Pacific Ridge Capital Partners
Oregon
$204K -$1.13K -60 -0.6%
ARC
136
Absolute Return Capital
Massachusetts
$202K +$202K +10,697 New
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$201K +$201K +10,655 New
AI
138
Analytic Investors
California
$200K +$200K +10,595 New
MERSOM
139
Municipal Employees' Retirement System of Michigan
Michigan
$189K – – –
KBC Group
140
KBC Group
Belgium
$136K -$41.8K -2,207 -24%
PI
141
PineBridge Investments
New York
$124K -$76.5K -4,054 -38%
MSA
142
Mason Street Advisors
Wisconsin
$100K +$3.03K +161 +3%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$90K +$18.7K +990 +26%
PAS
144
Partnervest Advisory Services
California
$85K +$60.4K +3,200 +246%
QT
145
Quantbot Technologies
New York
$74K +$58.8K +3,125 +388%
VFA
146
Virtus Fund Advisers
Connecticut
$68K +$68K +3,606 New
HR
147
Howe & Rusling
New York
$60K -$216K -2,507 -78%
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$53K +$10.6K +558 +25%
IPC
149
Independent Portfolio Consultants
Florida
$49K +$49K +2,575 New
Canada Life
150
Canada Life
Manitoba, Canada
$46K +$649 +34 +1%
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