AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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144 hedge funds and large institutions have $529M invested in Avantax, Inc. Common Stock in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
55
Reduced
48
Closed
25
Calls
$17.4M
Puts
$5.78M
Net Calls
+$11.6M
Net Calls Change
+$6.85M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$77.7M
2
BFA
BlackRock Fund Advisors
California
$47.6M
3
NI
Numeric Investors
Massachusetts
$12.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.84M
5
Group One Trading
Group One Trading
Illinois
$3.49M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.68M
2
PCM
Pennant Capital Management
New Jersey
$13.1M
3
RA
Royce & Associates
New York
$7.98M
4
Allianz Asset Management
Allianz Asset Management
Germany
$1.28M
5
First Trust Advisors
First Trust Advisors
Illinois
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
126
MSI Financial Services
Massachusetts
$23K +$21.5K +1,446 +1,446%
PCM
127
Prelude Capital Management
New York
$22K +$22K +1,500 New
LIA
128
LS Investment Advisors
Michigan
$21K – – –
MWM
129
MinichMacGregor Wealth Management
New York
$13K +$13K +931 New
TRCT
130
Tower Research Capital (TRC)
New York
$12K -$3.47K -238 -22%
SWA
131
Sutton Wealth Advisors
Florida
$9.71K – – –
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$8K – – –
IUHSA
133
Itau Unibanco Holding S.A.
Brazil
$8K +$8K +510 New
HCM
134
Herndon Capital Management
Georgia
$8K +$8K +539 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$7K -$6.28K -404 -47%
CG
136
Cutler Group
California
$6K -$8.45K -600 -58%
AA
137
Ancora Advisors
Ohio
$4K +$4K +300 New
BAM
138
Barrett Asset Management
New York
$2K – – –
AG
139
Advisor Group
Arizona
$2K +$193 +16 +11%
US Bancorp
140
US Bancorp
Minnesota
$1K +$508 +30 +103%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +59 New
Boston Partners
142
Boston Partners
Massachusetts
– -$2.33M -207,651 Closed
CIP
143
Convergence Investment Partners
Florida
– -$1.72M -153,085 Closed
PCM
144
Portolan Capital Management
Massachusetts
– -$1.45M -129,089 Closed
HCM
145
Highbridge Capital Management
New York
– -$1.17M -104,000 Closed
GC
146
Guggenheim Capital
Illinois
– -$788K -70,322 Closed
SKK
147
Shepherd Kaplan Krochuk
Massachusetts
– -$576K -51,425 Closed
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
– -$519K -46,330 Closed
IAM
149
Integre Asset Management
New York
– -$362K -32,352 Closed
TC
150
TFS Capital
Pennsylvania
– -$351K -31,360 Closed
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