AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
39
Reduced
64
Closed
23
Calls
$1.11M
Puts
$10.5M
Net Calls
-$9.42M
Net Calls Change
-$6.86M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.3M
2
MF
2
Magnetar Financial
Illinois
$22.8M
3
WP
3
Woodline Partners
California
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.9M
5
WIC
5
Water Island Capital
New York
$20.1M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$4.84M
3
SCM
3
Simcoe Capital Management
New York
$12.8M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
NSGL
5
No Street GP LP
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
126
Quantbot Technologies
New York
$121K +$121K +4,730 New
AIP
127
Ameritas Investment Partners
Nebraska
$100K +$16.9K +660 +20%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$91.3K +$8.93K +349 +11%
TRCT
129
Tower Research Capital (TRC)
New York
$68.8K -$57.4K -2,245 -45%
Group One Trading
130
Group One Trading
Illinois
$66.1K -$148K -5,768 -69%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$62.4K +$7.32K +286 +13%
Lazard Asset Management
132
Lazard Asset Management
New York
$45K +$45K +1,778 New
KBC Group
133
KBC Group
Belgium
$42K -$43.2K -1,692 -51%
Osaic Holdings
134
Osaic Holdings
Arizona
$35K +$14.1K +553 +68%
AA
135
Ancora Advisors
Ohio
$28.1K – – –
PFBT
136
Parkside Financial Bank & Trust
Missouri
$25.8K +$7.93K +310 +44%
Allspring Global Investments
137
Allspring Global Investments
North Carolina
$25.1K -$84.8K -3,315 -77%
US Bancorp
138
US Bancorp
Minnesota
$20.1K +$1.41K +55 +8%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$8K -$151 -6 -2%
VCM
140
Versant Capital Management
Arizona
$7.06K – – –
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$5.3K +$2.58K +101 +95%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.12K – – –
Mitsubishi UFJ Asset Management
143
Mitsubishi UFJ Asset Management
Japan
$2.92K +$2.92K +114 New
PA
144
Parallel Advisors
California
$2.56K – – –
SWM
145
Spire Wealth Management
Virginia
$2.56K – – –
LC
146
Lindbrook Capital
California
$2.51K – – –
IPW
147
Impact Partnership Wealth
Georgia
$2.2K -$341K -13,346 -99%
EWA
148
EverSource Wealth Advisors
Alabama
$2.1K – – –
Parallax Volatility Advisers
149
Parallax Volatility Advisers
California
$1.84K +$1.84K +72 New
QCG
150
Quadrant Capital Group
Ohio
$1.08K +$665 +26 +163%
4 5
6
7 8