AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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171 hedge funds and large institutions have $744M invested in Avantax, Inc. Common Stock in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
69
Reduced
56
Closed
32
Calls
$8.63M
Puts
$5.12M
Net Calls
+$3.51M
Net Calls Change
+$1.42M

Top Buyers

1
PRCM
1
Pine River Capital Management
Minnesota
$16.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$13.9M
3
PCM
3
Proxima Capital Management
New York
$10.7M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$8.45M
5
Norges Bank
5
Norges Bank
Norway
$14.1M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
BIT
2
BlackRock Institutional Trust
California
$28.2M
3
Invesco
3
Invesco
Georgia
$2.79M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
JCAM
5
Jericho Capital Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
151
Citigroup
New York
$41K -$671K -35,682 -94%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$27K – – –
PTC
153
Private Trust Company
Ohio
$22K -$14.2K -740 -39%
MFS
154
MSI Financial Services
Massachusetts
$19K +$1.01K +53 +6%
QBFM
155
QS Batterymarch Financial Management
New York
$8K – – –
TDC
156
Thompson Davis & Co
Virginia
$5K – – –
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$4K +$487 +28 +14%
BAM
158
Barrett Asset Management
New York
$3K – – –
BRWA
159
B. Riley Wealth Advisors
Florida
$2.06K +$2.06K +109 New
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$2K – – –
NMIS
161
Northwestern Mutual Investment Services
Wisconsin
$2K +$2K +80 New
TRCT
162
Tower Research Capital (TRC)
New York
$2K +$1.66K +102 +486%
PIA
163
Piedmont Investment Advisors
North Carolina
$1.57K – – –
Creative Planning
164
Creative Planning
Kansas
$1K -$2.17K -76 -68%
GAM
165
Gemmer Asset Management
California
$1K – – –
FHA
166
First Horizon Advisors
Tennessee
$1K +$1K +90 New
Walleye Trading
167
Walleye Trading
New York
$34 +$24 +1,284 +245%
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
– -$1.44B -13,000,000 Closed
SCA
169
SAC Capital Advisors
Connecticut
– -$27.6M -1,402,800 Closed
Marshall Wace
170
Marshall Wace
United Kingdom
– -$7.74M -392,913 Closed
JCAM
171
Jericho Capital Asset Management
New York
– -$6.28M -318,786 Closed
HCS
172
Harvest Capital Strategies
California
– -$5.12M -260,000 Closed
Acadian Asset Management
173
Acadian Asset Management
Massachusetts
– -$4.94M -250,944 Closed
SCM
174
Silver Capital Management
New York
– -$2.27M -115,444 Closed
ARTA
175
A.R.T. Advisors
New York
– -$1.59M -80,639 Closed
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