AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

150 hedge funds and large institutions have $345M invested in Avantax, Inc. Common Stock in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
45
Reduced
46
Closed
20
Calls
$6.87M
Puts
$16.4M
Net Calls
-$9.5M
Net Calls Change
+$3.72M

Top Buyers

1
PCM
Pennant Capital Management
New Jersey
$11.7M
2
PWAM
Park West Asset Management
California
$10.4M
3
Wells Fargo
Wells Fargo
California
$10.4M
4
PCM
Portolan Capital Management
Massachusetts
$6.03M
5
CAM
ClariVest Asset Management
California
$5.23M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$300K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$0
3
AC
Armistice Capital
New York
$5.18M
4
Renaissance Technologies
Renaissance Technologies
New York
$9.48M
5
First Trust Advisors
First Trust Advisors
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$56K +$6.78K +659 +14%
ASN
127
Advisory Services Network
Georgia
$52K – – –
PI
128
PineBridge Investments
New York
$50K – – –
Nomura Holdings
129
Nomura Holdings
Japan
$44K -$251K -24,360 -85%
CG
130
Cutler Group
California
$27K +$22K +2,200 +440%
TRCT
131
Tower Research Capital (TRC)
New York
$23K -$64.7K -6,279 -74%
RCM
132
Riverhead Capital Management
Delaware
$18K -$431K -15,804 -96%
VCM
133
Versant Capital Management
Arizona
$16K +$11.5K +1,171 +255%
LIA
134
LS Investment Advisors
Michigan
$15K – – –
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$12K +$4.69K +443 +64%
JC
136
JBF Capital
Colorado
$10K – – –
SWA
137
Sutton Wealth Advisors
Florida
$6.82K +$6.82K +658 New
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$6K – – –
AIM
139
Advantage Investment Management
Iowa
$3K – – –
MFS
140
MSI Financial Services
Massachusetts
$2K – – –
BAM
141
Barrett Asset Management
New York
$2K – – –
AG
142
Advisor Group
Arizona
$2K +$2K +315 New
Barclays
143
Barclays
United Kingdom
$1K -$364K -46,558 -100%
IA
144
IFP Advisors
Florida
$1K +$1K +65 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
– -$14.8M -2,859,737 Closed
LC
146
Loews Corp
New York
– -$1.34M -260,000 Closed
WAM
147
Wolverine Asset Management
Illinois
– -$718K -139,311 Closed
GCP
148
GSA Capital Partners
United Kingdom
– -$620K -120,247 Closed
OAM
149
Oxford Asset Management
United Kingdom
– -$429K -83,091 Closed
Macquarie Group
150
Macquarie Group
Australia
– -$363K -70,300 Closed
3 4 5
6
7