AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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204 hedge funds and large institutions have $1.09B invested in Avantax, Inc. Common Stock in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
94
Reduced
56
Closed
15
Calls
$5.9M
Puts
$3.66M
Net Calls
+$2.25M
Net Calls Change
+$2.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$141M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$46.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.5M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$14.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$40.9M
2
PWAM
2
Park West Asset Management
California
$24M
3
NI
3
Numeric Investors
Massachusetts
$31.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$46.4M
5
PC
5
Permit Capital
Pennsylvania
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
151
Asset Management One
Japan
$254K – – –
GCP
152
GSA Capital Partners
United Kingdom
$252K -$1.25M -49,441 -83%
Wolverine Trading
153
Wolverine Trading
Illinois
$251K -$43.9K -1,739 -15%
AG
154
Advisor Group
Arizona
$249K -$9.26K -365 -4%
PIA
155
Piedmont Investment Advisors
North Carolina
$248K +$248K +9,787 New
MF
156
Magnetar Financial
Illinois
$237K -$141K -5,550 -37%
SOADOR
157
State of Alaska Department of Revenue
Alaska
$224K +$27K +1,070 +14%
MC
158
Miles Capital
Iowa
$219K +$219K +8,653 New
ACI
159
AMP Capital Investors
Australia
$217K +$217K +8,574 New
Citadel Advisors
160
Citadel Advisors
Florida
$211K -$32.8K -1,298 -13%
TRSOTSOK
161
Teachers Retirement System of the State of Kentucky
Kentucky
$207K – – –
CGH
162
Crossmark Global Holdings
Texas
$204K +$204K +8,066 New
TI
163
Trexquant Investment
Connecticut
$201K +$201K +7,953 New
FA
164
Fortis Advisors
Pennsylvania
$194K +$194K +7,664 New
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$175K -$62.6K -2,471 -26%
EP
166
Elkfork Partners
Oregon
$160K +$24.1K +952 +18%
Barclays
167
Barclays
United Kingdom
$153K -$259K -10,295 -63%
GHCM
168
Glen Harbor Capital Management
California
$132K +$19.9K +784 +18%
Robeco Institutional Asset Management
169
Robeco Institutional Asset Management
Netherlands
$124K +$124K +4,912 New
RCM
170
Riverhead Capital Management
Delaware
$117K +$17.9K +709 +18%
TRCT
171
Tower Research Capital (TRC)
New York
$110K +$105K +4,119 +2,049%
SEI Investments
172
SEI Investments
Pennsylvania
$110K +$109K +4,126 +15,869%
MCIM
173
Meadow Creek Investment Management
Georgia
$104K +$15.7K +616 +18%
LTFS
174
Ladenburg Thalmann Financial Services
Florida
$90K +$22.1K +873 +33%
AIP
175
Ameritas Investment Partners
Nebraska
$82K – – –
5 6
7
8 9