AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-13
Holders Change %
-7.88%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
17
Increased
52
Reduced
56
Closed
28
Calls
$923K
Puts
$7.68M
Net Calls
-$6.75M
Net Calls Change
-$12M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.6M
2
AC
Armistice Capital
New York
$10.6M
3
HCS
Harvest Capital Strategies
California
$7.91M
4
SC
Sessa Capital
New York
$4.5M
5
TAM
THB Asset Management
Connecticut
$3.93M

Top Sellers

1
GF
Gabelli Funds
New York
$4.46M
2
OFM
Okumus Fund Management
Cayman Islands
$0
3
HA
Hays Advisory
Tennessee
$1.32M
4
BA
BlackRock Advisors
Delaware
$2.01M
5
PCM
Proxima Capital Management
New York
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
126
BlackRock
New York
$83K -$24.4K -1,774 -23%
MSA
127
Mason Street Advisors
Wisconsin
$74K +$2.38K +175 +3%
BJ
128
BlackRock Japan
Japan
$56K -$109K -7,944 -66%
Parallax Volatility Advisers
129
Parallax Volatility Advisers
California
$51K -$15.8K -1,153 -24%
PCM
130
Prelude Capital Management
New York
$48K +$15.1K +1,100 +46%
Federated Hermes
131
Federated Hermes
Pennsylvania
$47K +$47K +3,416 New
MFS
132
MSI Financial Services
Massachusetts
$40K +$20.6K +1,513 +106%
TRCT
133
Tower Research Capital (TRC)
New York
$40K +$38.9K +2,851 +3,703%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$38K -$2.73K -200 -7%
Canada Life
135
Canada Life
Manitoba, Canada
$32K – – –
IPC
136
Independent Portfolio Consultants
Florida
$29K -$5.98K -440 -17%
US Bancorp
137
US Bancorp
Minnesota
$20K -$4.5K -319 -18%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$16K +$597 +44 +4%
Simplex Trading
139
Simplex Trading
Illinois
$16K +$16K +1,237 New
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$13.7K +$13.7K +1,004 New
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$6K – – –
AIM
142
Advantage Investment Management
Iowa
$4K +$3.96K +297 +9,900%
BAM
143
Barrett Asset Management
New York
$2K – – –
Creative Planning
144
Creative Planning
Kansas
$2K +$457 +40 +30%
PIA
145
Piedmont Investment Advisors
North Carolina
$1.13K – – –
GAM
146
Gemmer Asset Management
California
$1K -$1.93K -137 -66%
IMS
147
Index Management Solutions
Pennsylvania
$1K -$120 -10 -11%
FHA
148
First Horizon Advisors
Tennessee
$1K – – –
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$1K +$1K +73 New
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$386 +$16 +1,203 +4%
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6
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