AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $541M invested in Avantax, Inc. Common Stock in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-15
Holders Change %
-8.77%
% of All Funds
4.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
52
Reduced
63
Closed
30
Calls
$7.32M
Puts
$8.12M
Net Calls
-$799K
Net Calls Change
-$4.31M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.2M
2
ACM
2
Altalis Capital Management
New York
$10.7M
3
GF
3
Gabelli Funds
New York
$15.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.7M
5
KCP
5
Kenmare Capital Partners
New York
$2.72M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$69.7M
2
OCG
2
Opus Capital Group
Ohio
$0
3
TAM
3
Third Avenue Management
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
GT
5
Glenmede Trust
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$1K +$417 +25 +71%
Manulife (Manufacturers Life Insurance)
152
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$421 +$10 +626 +2%
OCG
153
Opus Capital Group
Ohio
– -$17.4M -919,731 Closed
TAM
154
Third Avenue Management
New York
– -$12.8M -678,111 Closed
Point72 Asset Management
155
Point72 Asset Management
Connecticut
– -$8.91M -472,224 Closed
TA
156
Tiptree Advisors
New York
– -$4.5M -238,650 Closed
HCM
157
Highbridge Capital Management
New York
– -$2.25M -119,000 Closed
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.86M -98,450 Closed
MAM
159
Martingale Asset Management
Massachusetts
– -$1.34M -71,117 Closed
RFC
160
Regions Financial Corp
Alabama
– -$1.02M -54,043 Closed
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$998K -52,900 Closed
CCM
162
Cadence Capital Management
Massachusetts
– -$991K -52,495 Closed
MAA
163
Managed Account Advisors
New Jersey
– -$884K -46,818 Closed
AQR Capital Management
164
AQR Capital Management
Connecticut
– -$849K -45,012 Closed
CCMH
165
Cornerstone Capital Management Holdings
New York
– -$805K -42,700 Closed
CCA
166
Catalyst Capital Advisors
New York
– -$750K -39,720 Closed
CA
167
Commerzbank Aktiengesellschaft
Germany
– -$632K -33,482 Closed
TC
168
TFS Capital
Pennsylvania
– -$610K -32,317 Closed
HHC
169
Hutchin Hill Capital
New York
– -$494K -26,200 Closed
GAM
170
Gotham Asset Management
New York
– -$442K -23,439 Closed
HighTower Advisors
171
HighTower Advisors
Illinois
– -$436K -23,083 Closed
ST
172
Spot Trading
Illinois
– -$290K -15,367 Closed
CS
173
Comerica Securities
Michigan
– -$287K -15,188 Closed
SCM
174
Stevens Capital Management
Pennsylvania
– -$264K -14,001 Closed
ARC
175
Absolute Return Capital
Massachusetts
– -$202K -10,697 Closed
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