AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
152
Holders Change
-13
Holders Change %
-7.88%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
17
Increased
52
Reduced
56
Closed
28
Calls
$923K
Puts
$7.68M
Net Calls
-$6.75M
Net Calls Change
-$12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
AC
2
Armistice Capital
New York
$10.6M
3
HCS
3
Harvest Capital Strategies
California
$7.91M
4
SC
4
Sessa Capital
New York
$4.5M
5
TAM
5
THB Asset Management
Connecticut
$3.93M

Top Sellers

1
GF
1
Gabelli Funds
New York
$4.46M
2
OFM
2
Okumus Fund Management
Cayman Islands
$0
3
HA
3
Hays Advisory
Tennessee
$1.32M
4
BA
4
BlackRock Advisors
Delaware
$2.01M
5
PCM
5
Proxima Capital Management
New York
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFM
151
Okumus Fund Management
Cayman Islands
– -$6.99M -504,529 Closed
BIM
152
Bogle Investment Management
Massachusetts
– -$2.82M -203,378 Closed
Bessemer Group
153
Bessemer Group
New Jersey
– -$1.9M -137,362 Closed
HHC
154
Hutchin Hill Capital
New York
– -$1.4M -101,400 Closed
AI
155
Analytic Investors
California
– -$968K -69,924 Closed
TI
156
Trexquant Investment
Connecticut
– -$590K -42,600 Closed
RCM
157
Riverloft Capital Management
Florida
– -$554K -40,000 Closed
Tudor Investment Corp
158
Tudor Investment Corp
Connecticut
– -$376K -27,168 Closed
RFC
159
Russell Frank Company
Washington
– -$318K -23,000 Closed
Nomura Holdings
160
Nomura Holdings
Japan
– -$328K -22,901 Closed
ARTA
161
A.R.T. Advisors
New York
– -$286K -20,722 Closed
SIC
162
Schwartz Investment Counsel
Michigan
– -$277K -20,000 Closed
DADC
163
D.A. Davidson & Co
Montana
– -$262K -18,945 Closed
TC
164
TFS Capital
Pennsylvania
– -$244K -17,619 Closed
WB
165
WesBanco Bank
West Virginia
– -$223K -16,100 Closed
Citadel Advisors
166
Citadel Advisors
Florida
– -$218K -15,770 Closed
QT
167
Quantbot Technologies
New York
– -$194K -14,031 Closed
CMBA
168
C.M. Bidwell & Associates
Hawaii
– -$172K -12,425 Closed
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
– -$170K -12,300 Closed
BFM
170
Boothbay Fund Management
New York
– -$160K -11,558 Closed
EMG
171
Ellington Management Group
Connecticut
– -$152K -11,000 Closed
SG Americas Securities
172
SG Americas Securities
New York
– -$149K -10,750 Closed
TC
173
TradeLink Capital
Illinois
– -$57K -4,100 Closed
Walleye Trading
174
Walleye Trading
New York
– -$43K -3,076 Closed
QI
175
QS Investors
New York
– -$6K -387 Closed
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