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 $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-6
Holders Change %
-3.87%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
34
Reduced
67
Closed
19
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$1.1M

Top Buyers

1
NSGL
1
No Street GP LP
California
$18.5M
2
Invesco
2
Invesco
Georgia
$23.5M
3
PCP
3
P2 Capital Partners
New York
$42.5M
4
WAM
4
Weiss Asset Management
Massachusetts
$18M
5
ECM
5
Engine Capital Management
New York
$40.8M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$56M
2
ACM
2
Archon Capital Management
Washington
$1.04M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$11.6M
4
P2P
4
Phase 2 Partners
California
$0
5
BlackRock
5
BlackRock
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$31K -$6.46K -352 -17%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$31K +$16.5K +899 +113%
UBS Group
128
UBS Group
Switzerland
$14K -$126K -6,879 -90%
AC
129
Armistice Capital
New York
$13.6K +$13.6K +736,000 New
SWA
130
Sutton Wealth Advisors
Florida
$12.8K +$388 +21 +3%
VCM
131
Versant Capital Management
Arizona
$5K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$5K +$322 +19 +7%
Osaic Holdings
133
Osaic Holdings
Arizona
$4K -$3.27K -162 -45%
TWA
134
TCI Wealth Advisors
Arizona
$4K – – –
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.69K – – –
SWM
136
Spire Wealth Management
Virginia
$2K – – –
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$2K – – –
EWA
138
EverSource Wealth Advisors
Alabama
$2K – – –
LC
139
Lindbrook Capital
California
$2K +$2K +128 New
HNB
140
Huntington National Bank
Ohio
$1K +$982 +55 +5,500%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$1K +$851 +57 +570%
P2P
142
Phase 2 Partners
California
– -$7.35M -375,962 Closed
Two Sigma Investments
143
Two Sigma Investments
New York
– -$5.83M -298,113 Closed
WMSA
144
Weiss Multi-Strategy Advisers
New York
– -$4.13M -211,444 Closed
SC
145
Saltoro Capital
Texas
– -$1.66M -85,000 Closed
Verition Fund Management
146
Verition Fund Management
Connecticut
– -$1.47M -75,000 Closed
ZIM
147
Zacks Investment Management
Illinois
– -$1.06M -54,069 Closed
Assenagon Asset Management
148
Assenagon Asset Management
Luxembourg
– -$1.03M -52,775 Closed
Arrowstreet Capital
149
Arrowstreet Capital
Massachusetts
– -$791K -40,463 Closed
EWM
150
Empirical Wealth Management
Washington
– -$757K -38,745 Closed
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