AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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144 hedge funds and large institutions have $358M invested in Avantax, Inc. Common Stock in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
144
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
28
Increased
45
Reduced
40
Closed
26
Calls
$1.14M
Puts
$11.9M
Net Calls
-$10.8M
Net Calls Change
-$4.78M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$26.6M
2
RA
2
Royce & Associates
New York
$11.2M
3
HRCM
3
Hawk Ridge Capital Management
California
$6.65M
4
NI
4
Numeric Investors
Massachusetts
$21.7M
5
BP
5
BBR Partners
New York
$1.91M

Top Sellers

1
HCS
1
Harvest Capital Strategies
California
$0
2
ACM
2
Altalis Capital Management
New York
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
SFM
5
Systematic Financial Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OC
151
Oppenheimer & Co
New York
– – -33,486 Closed
CSS
152
Cubist Systematic Strategies
Connecticut
– – -24,929 Closed
EGM
153
Engineers Gate Manager
New York
– – -21,117 Closed
AG
154
Aperio Group
California
– – -13,829 Closed
DC
155
Deere & Company
Illinois
– – -13,636 Closed
PP
156
Paloma Partners
Connecticut
– – -12,369 Closed
KBC Group
157
KBC Group
Belgium
– – -10,012 Closed
Walleye Trading
158
Walleye Trading
New York
– – -4,800 Closed
Federated Hermes
159
Federated Hermes
Pennsylvania
– – -4,509 Closed
NSIM
160
North Star Investment Management
Illinois
– – -800 Closed
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$0 51 -271 -84%
Parallax Volatility Advisers
162
Parallax Volatility Advisers
California
– – -117 Closed
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
– – -10 Closed
TH
164
Timber Hill
Connecticut
– – – –
PG
165
PEAK6 Group
Illinois
– – – –
WAM
166
Wolverine Asset Management
Illinois
– – – –
Credit Agricole
167
Credit Agricole
France
$0 3 – –
TCM
168
Tradewinds Capital Management
Washington
$0 10 – –
CF
169
CenterStar Fund
Illinois
– – – –
KCPG
170
Kavar Capital Partners Group
Kansas
$0 50 – –
First Manhattan
171
First Manhattan
New York
$0 40 – –
Toronto Dominion Bank
172
Toronto Dominion Bank
Ontario, Canada
$0 18 – –
ADL
173
Asset Dedication LLC
California
$0 10 +10 New
IA
174
IFP Advisors
Florida
$0 45 +45 New
3 4 5 6
7