AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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155 hedge funds and large institutions have $877M invested in Avantax, Inc. Common Stock in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
16
Increased
45
Reduced
63
Closed
12
Calls
$8.09M
Puts
$5.56M
Net Calls
+$2.53M
Net Calls Change
+$4.98M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$35.2M
2
NM
2
Newtyn Management
New York
$29.3M
3
WAM
3
Weiss Asset Management
Massachusetts
$10.4M
4
P2P
4
Phase 2 Partners
California
$7.35M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.83M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$4.92M
2
PCP
2
P2 Capital Partners
New York
$35.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$67.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$791K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$57K -$58 -3 -0.1%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$57K +$29.1K +1,499 +104%
US Bancorp
128
US Bancorp
Minnesota
$39K -$2.81K -147 -7%
CM
129
Cornerstone Management
Georgia
$37.9K +$37.9K +1,940 New
Osaic Holdings
130
Osaic Holdings
Arizona
$35K +$10.2K +105 +41%
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$15K – – –
SWA
132
Sutton Wealth Advisors
Florida
$13.2K – – –
TRCT
133
Tower Research Capital (TRC)
New York
$12K -$32.5K -1,678 -73%
ACM
134
Aquatic Capital Management
Illinois
$6K -$38K -1,900 -86%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
TWA
136
TCI Wealth Advisors
Arizona
$5K – – –
VCM
137
Versant Capital Management
Arizona
$5K – – –
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$4K +$2.7K +135 +208%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.91K -$1.37K -70 -26%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$2K – – –
EWA
141
EverSource Wealth Advisors
Alabama
$2K – – –
SWM
142
Spire Wealth Management
Virginia
$2K – – –
BAM
143
Byrne Asset Management
New Jersey
$2K – – –
S
144
SignatureFD
Georgia
$2K +$2K +100 New
STCOSD
145
Sageworth Trust Company of South Dakota
South Dakota
$1K -$4.73K -123 -83%
TFO
146
Tarbox Family Office
California
$1K – – –
Macquarie Group
147
Macquarie Group
Australia
$99 – – –
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
– -$5.76M -332,458 Closed
BSP
149
Benefit Street Partners
New York
– -$1.02M -59,100 Closed
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$921K -53,201 Closed
3 4 5
6
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