AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

154 hedge funds and large institutions have $662M invested in Avantax, Inc. Common Stock in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
63
Reduced
36
Closed
18
Calls
$2.17M
Puts
$4.59M
Net Calls
-$2.42M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
BlackRock
New York
$85.1M
2
PWAM
Park West Asset Management
California
$34.6M
3
NI
Numeric Investors
Massachusetts
$25.9M
4
CS
Credit Suisse
Switzerland
$5.84M
5
HCS
Harvest Capital Strategies
California
$4.67M

Top Sellers

1
PCM
Pennant Capital Management
New Jersey
$2.59M
2
HT
HAP Trading
New York
$0
3
Group One Trading
Group One Trading
Illinois
$0
4
GF
Gabelli Funds
New York
$4.21M
5
Walleye Trading
Walleye Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$53K +$53K +3,040 New
EP
127
Elkfork Partners
Oregon
$48K +$48K +2,754 New
LTFS
128
Ladenburg Thalmann Financial Services
Florida
$47K +$1.74K +100 +4%
IA
129
IFP Advisors
Florida
$43K +$4.36K +250 +11%
GHCM
130
Glen Harbor Capital Management
California
$39K +$39K +2,268 New
FPFS
131
First Personal Financial Services
North Carolina
$36K – – –
RCM
132
Riverhead Capital Management
Delaware
$35K +$35K +2,000 New
DekaBank Deutsche Girozentrale
133
DekaBank Deutsche Girozentrale
Germany
$33K +$33K +1,867 New
VCM
134
Versant Capital Management
Arizona
$31K – – –
MCIM
135
Meadow Creek Investment Management
Georgia
$31K +$31K +1,782 New
LIA
136
LS Investment Advisors
Michigan
$24K – – –
FCM
137
Flinton Capital Management
Pennsylvania
$22K +$22K +1,296 New
TRCT
138
Tower Research Capital (TRC)
New York
$20K +$5.51K +313 +38%
Loomis, Sayles & Company
139
Loomis, Sayles & Company
Massachusetts
$18K +$18K +1,020 New
JC
140
JBF Capital
Colorado
$17K +$17K +1,000 New
MWM
141
MinichMacGregor Wealth Management
New York
$16K – – –
Nomura Holdings
142
Nomura Holdings
Japan
$13K -$110K -6,530 -89%
SWA
143
Sutton Wealth Advisors
Florida
$11.4K – – –
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$10K – – –
HCM
145
Herndon Capital Management
Georgia
$10K +$593 +34 +6%
Parallax Volatility Advisers
146
Parallax Volatility Advisers
California
$9K -$1.78M -101,210 -99%
IUHSA
147
Itau Unibanco Holding S.A.
Brazil
$9K +$53 +3 +0.6%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.42K +$5.42K +313 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$4K -$4K -225 -50%
BAM
150
Barrett Asset Management
New York
$3K – – –
3 4 5
6
7