AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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143 hedge funds and large institutions have $493M invested in Avantax, Inc. Common Stock in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-14
Holders Change %
-8.92%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
13
Increased
56
Reduced
48
Closed
27
Calls
$907K
Puts
$6.92M
Net Calls
-$6.01M
Net Calls Change
-$6.74M

Top Buyers

1
NI
Numeric Investors
Massachusetts
$23.2M
2
Renaissance Technologies
Renaissance Technologies
New York
$15.1M
3
First Trust Advisors
First Trust Advisors
Illinois
$20.5M
4
Prudential Financial
Prudential Financial
New Jersey
$5.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$53.1M
2
TAM
THB Asset Management
Connecticut
$0
3
BP
BBR Partners
New York
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
TC
TFS Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
126
North Star Investment Management
Illinois
$11K – – –
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$8K +$8K +553 New
Simplex Trading
128
Simplex Trading
Illinois
$7K +$7K +566 New
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$5K -$1.86K -120 -27%
AIM
130
Advantage Investment Management
Iowa
$4K – – –
US Bancorp
131
US Bancorp
Minnesota
$3K -$6.97K -402 -70%
Parallax Volatility Advisers
132
Parallax Volatility Advisers
California
$2K -$117K -6,824 -98%
MFS
133
MSI Financial Services
Massachusetts
$2K -$6.53K -457 -77%
BAM
134
Barrett Asset Management
New York
$2K – – –
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$2K +$690 +39 +53%
Creative Planning
136
Creative Planning
Kansas
$2K +$2K +160 New
Loomis, Sayles & Company
137
Loomis, Sayles & Company
Massachusetts
$2K +$2K +177 New
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369 +$13 +962 +4%
TAM
139
THB Asset Management
Connecticut
– -$3.52M -218,040 Closed
BP
140
BBR Partners
New York
– -$3.23M -200,000 Closed
Two Sigma Investments
141
Two Sigma Investments
New York
– -$2.84M -175,772 Closed
TC
142
TFS Capital
Pennsylvania
– -$2.41M -149,257 Closed
Millennium Management
143
Millennium Management
New York
– -$2M -124,117 Closed
VIA
144
Vident Investment Advisory
Georgia
– -$1.16M -71,995 Closed
ACM
145
Americafirst Capital Management
California
– -$903K -55,883 Closed
SIM
146
Spark Investment Management
New York
– -$756K -46,900 Closed
CWM
147
Concert Wealth Management
California
– -$738K -45,224 Closed
QOP
148
Quinn Opportunity Partners
Virginia
– -$713K -44,148 Closed
HCM
149
Highbridge Capital Management
New York
– -$673K -41,641 Closed
LPL Financial
150
LPL Financial
California
– -$569K -36,434 Closed
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