AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $399M invested in Avantax, Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
43
Reduced
63
Closed
21
Calls
$8.55M
Puts
$3.81M
Net Calls
+$4.74M
Net Calls Change
+$14.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.3M
4
NC
4
Northpointe Capital
Michigan
$3.99M
5
NI
5
Numeric Investors
Massachusetts
$6.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.99M
2
AC
2
Armistice Capital
New York
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$1.45M
4
RA
4
Royce & Associates
New York
$9.08M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSV Asset Management
151
LSV Asset Management
Illinois
– -$678K -65,500 Closed
Los Angeles Capital Management
152
Los Angeles Capital Management
California
– -$600K -57,880 Closed
EGM
153
Engineers Gate Manager
New York
– -$563K -54,331 Closed
DCM
154
Dynamic Capital Management
Jersey
– -$554K -53,491 Closed
BCG
155
Barington Capital Group
New York
– -$466K -45,000 Closed
Marshall Wace
156
Marshall Wace
United Kingdom
– -$421K -40,609 Closed
TH
157
Timber Hill
Connecticut
– -$270K -26,034 Closed
EMG
158
Ellington Management Group
Connecticut
– -$269K -26,000 Closed
AIM
159
Acrospire Investment Management
Illinois
– -$179K -17,299 Closed
FRM
160
Fox Run Management
Connecticut
– -$124K -12,000 Closed
T
161
Tinicum
New York
– -$104K -10,000 Closed
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
– -$56K -5,445 Closed
JC
163
JBF Capital
Colorado
– -$10K -1,000 Closed
RCM
164
Riverhead Capital Management
Delaware
– -$18K -660 Closed
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7