AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
46
Reduced
61
Closed
22
Calls
$9.16M
Puts
$3.92M
Net Calls
+$5.24M
Net Calls Change
+$6.04M

Top Buyers

1
LC
1
Loews Corp
New York
$14.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$7.86M
3
OFM
3
Okumus Fund Management
Cayman Islands
$6.99M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.5M
5
NI
5
Numeric Investors
Massachusetts
$8.23M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$5.55M
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
PRCM
3
Pine River Capital Management
Minnesota
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
151
QS Investors
New York
$6K +$6K +387 New
GAM
152
Gemmer Asset Management
California
$3K +$1.04K +72 +53%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +186 New
BAM
154
Barrett Asset Management
New York
$2K – – –
Creative Planning
155
Creative Planning
Kansas
$2K +$1.11K +75 +125%
PIA
156
Piedmont Investment Advisors
North Carolina
$1.15K – – –
IMS
157
Index Management Solutions
Pennsylvania
$1K -$453K -42,095 -100%
TRCT
158
Tower Research Capital (TRC)
New York
$1K -$442 -34 -31%
FHA
159
First Horizon Advisors
Tennessee
$1K – – –
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375 -$7 -538 -2%
BRWA
161
B. Riley Wealth Advisors
Florida
$4 +$4 +286 New
WCM Investment Management
162
WCM Investment Management
California
– -$11.2M -735,558 Closed
PRCM
163
Pine River Capital Management
Minnesota
– -$10.9M -713,000 Closed
Loomis, Sayles & Company
164
Loomis, Sayles & Company
Massachusetts
– -$4.9M -321,203 Closed
MCM
165
Moore Capital Management
New York
– -$2.67M -175,479 Closed
TAM
166
Tealwood Asset Management
Minnesota
– -$2.35M -154,000 Closed
MOACM
167
Mutual of America Capital Management
New York
– -$1.79M -117,555 Closed
PP
168
PDT Partners
New York
– -$1.13M -73,972 Closed
ACM
169
Argentus Capital Management
Texas
– -$679K -44,547 Closed
RJA
170
Raymond James & Associates
Florida
– -$646K -42,396 Closed
VRS
171
Virginia Retirement Systems
Virginia
– -$459K -30,100 Closed
AL
172
Airain Ltd
Guernsey
– -$450K -29,512 Closed
JG
173
Jefferies Group
New York
– -$414K -27,196 Closed
ProShare Advisors
174
ProShare Advisors
Maryland
– -$269K -17,646 Closed
Jane Street
175
Jane Street
New York
– -$221K -14,497 Closed
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