AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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204 hedge funds and large institutions have $1.09B invested in Avantax, Inc. Common Stock in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
94
Reduced
56
Closed
15
Calls
$5.9M
Puts
$3.66M
Net Calls
+$2.25M
Net Calls Change
+$2.17M

Top Buyers

1
BlackRock
BlackRock
New York
$141M
2
Vanguard Group
Vanguard Group
Pennsylvania
$131M
3
Renaissance Technologies
Renaissance Technologies
New York
$46.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
$14.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$40.9M
2
PWAM
Park West Asset Management
California
$24M
3
NI
Numeric Investors
Massachusetts
$31.9M
4
First Trust Advisors
First Trust Advisors
Illinois
$46.4M
5
PC
Permit Capital
Pennsylvania
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
126
QS Investors
New York
$567K +$567K +22,407 New
DTL
127
Dynamic Technology Lab
Singapore
$557K +$557K +21,996 New
Tudor Investment Corp
128
Tudor Investment Corp
Connecticut
$537K -$165K -6,539 -24%
CONA
129
Capital One National Association
New York
$535K +$535K +21,142 New
VF
130
Virtu Financial
New York
$508K +$508K +20,066 New
SCM
131
Stevens Capital Management
Pennsylvania
$491K -$452K -17,878 -48%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$485K +$90.1K +3,561 +23%
UBS AM
133
UBS AM
Illinois
$468K – – –
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$467K +$3.34K +132 +0.7%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$460K +$53.1K +2,100 +13%
WCA
136
Westover Capital Advisors
Delaware
$433K +$34.3K +1,358 +9%
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$428K +$192K +7,570 +81%
CANY
138
Caxton Associates (New York)
New York
$402K -$15.2K -600 -4%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$381K – – –
GC
140
Guggenheim Capital
Illinois
$381K +$90.1K +3,546 +31%
O
141
OppenheimerFunds
New York
$380K -$55.4K -2,193 -13%
LPL Financial
142
LPL Financial
California
$361K -$142K -5,608 -28%
AG
143
Aperio Group
California
$332K -$12.3K -484 -4%
KI
144
Koch Industries
Kansas
$330K -$67K -2,644 -17%
JG
145
Jefferies Group
New York
$297K -$87.7K -3,465 -23%
AIA
146
Affinity Investment Advisors
California
$293K – – –
MSA
147
Mason Street Advisors
Wisconsin
$288K +$41.2K +1,628 +17%
CSS
148
Cubist Systematic Strategies
Connecticut
$278K +$278K +10,994 New
GXMC
149
Global X Management Company
New York
$275K +$249K +9,845 +970%
WCM
150
Wedge Capital Management
North Carolina
$258K -$54.9K -2,168 -18%
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