AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $399M invested in Avantax, Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
43
Reduced
63
Closed
21
Calls
$8.55M
Puts
$3.81M
Net Calls
+$4.74M
Net Calls Change
+$14.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.3M
4
NC
4
Northpointe Capital
Michigan
$3.99M
5
NI
5
Numeric Investors
Massachusetts
$6.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.99M
2
AC
2
Armistice Capital
New York
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$1.45M
4
RA
4
Royce & Associates
New York
$9.08M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNYS
126
First New York Securities
New York
$20.2K +$20.2K +1,800 New
VCM
127
Versant Capital Management
Arizona
$19K +$1.44K +134 +8%
LIA
128
LS Investment Advisors
Michigan
$16K – – –
TRCT
129
Tower Research Capital (TRC)
New York
$12K -$13.3K -1,172 -52%
CG
130
Cutler Group
California
$11K -$17.9K -1,674 -62%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$10K -$3.28K -280 -25%
NIT
132
NumerixS Investment Technologies
British Columbia, Canada
$10K +$10K +900 New
Nomura Holdings
133
Nomura Holdings
Japan
$9K -$39K -3,466 -81%
SWA
134
Sutton Wealth Advisors
Florida
$7.37K – – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$6K – – –
AIM
136
Advantage Investment Management
Iowa
$3K – – –
AG
137
Advisor Group
Arizona
$2K -$2.2K -165 -52%
BAM
138
Barrett Asset Management
New York
$2K – – –
TCIM
139
TIAA CREF Investment Management
New York
$1.34K -$129 -11,519 -9%
MFS
140
MSI Financial Services
Massachusetts
$1K -$1.4K -140 -58%
IA
141
IFP Advisors
Florida
$1K – – –
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$1K +$414 +36 +71%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$216 – – –
AC
144
Armistice Capital
New York
– -$5.18M -500,000 Closed
OCM
145
Oaktree Capital Management
California
– -$3.37M -325,000 Closed
Nordea Investment Management
146
Nordea Investment Management
Sweden
– -$2.6M -251,000 Closed
TA
147
Teton Advisors
New York
– -$2.25M -216,785 Closed
HRCM
148
Hawk Ridge Capital Management
California
– -$1.37M -132,132 Closed
Jacobs Levy Equity Management
149
Jacobs Levy Equity Management
New Jersey
– -$1.29M -124,585 Closed
EA
150
Emerald Acquisition
Washington
– -$1.04M -100,558 Closed
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