AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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177 hedge funds and large institutions have $2.23B invested in Avantax, Inc. Common Stock in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
38
Increased
66
Reduced
48
Closed
27
Calls
$10.9M
Puts
$8.83M
Net Calls
+$2.08M
Net Calls Change
-$772K

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.44B
2
OCG
2
Opus Capital Group
Ohio
$15.3M
3
BIT
3
BlackRock Institutional Trust
California
$43M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$8.08M
5
GF
5
Gabelli Funds
New York
$11.8M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$0
2
FA
2
Friess Associates
Delaware
$0
3
RCM
3
Raging Capital Management
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.41M
5
NAM
5
Nichols Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$73K +$194 +10 +0.3%
HR
152
Howe & Rusling
New York
$63K – – –
HIM
153
Hillsdale Investment Management
Ontario, Canada
$51K +$51K +2,600 New
ST
154
SpiderRock Trading
Illinois
$48K – – –
Canada Life
155
Canada Life
Manitoba, Canada
$46K – – –
Parallax Volatility Advisers
156
Parallax Volatility Advisers
California
$44K +$16.6K +846 +61%
PTC
157
Private Trust Company
Ohio
$37K +$24.3K +1,240 +192%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$28K -$232 -12 -0.8%
PAS
159
Partnervest Advisory Services
California
$26K +$26K +1,300 New
MFS
160
MSI Financial Services
Massachusetts
$19K +$19K +943 New
QT
161
Quantbot Technologies
New York
$15K +$15K +806 New
QBFM
162
QS Batterymarch Financial Management
New York
$8K – – –
TDC
163
Thompson Davis & Co
Virginia
$5K – – –
Envestnet Asset Management
164
Envestnet Asset Management
Illinois
$4K -$594 -30 -13%
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$3K – – –
BAM
166
Barrett Asset Management
New York
$3K – – –
Creative Planning
167
Creative Planning
Kansas
$2K +$1.37K +76 +217%
PIA
168
Piedmont Investment Advisors
North Carolina
$1.63K – – –
GAM
169
Gemmer Asset Management
California
$1K +$1K +28 New
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$610 -$5 -229 -0.7%
Walleye Trading
171
Walleye Trading
New York
$10 +$10 +525 New
PI
172
Putnam Investments
Massachusetts
– -$29.1M -998,381 Closed
FA
173
Friess Associates
Delaware
– -$19.3M -660,490 Closed
RCM
174
Raging Capital Management
New Jersey
– -$15.3M -525,417 Closed
NAM
175
Nichols Asset Management
Massachusetts
– -$10.5M -359,252 Closed
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