AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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151 hedge funds and large institutions have $784M invested in Avantax, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
42
Reduced
58
Closed
14
Calls
$12.3M
Puts
$14.7M
Net Calls
-$2.45M
Net Calls Change
-$1.68M

Top Buyers

1
HPC
1
Hill Path Capital
New York
$40.1M
2
ECM
2
Engine Capital Management
New York
$11.9M
3
NM
3
Newtyn Management
New York
$10.4M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$6.13M
5
BlackRock
5
BlackRock
New York
$136M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$46M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$19.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$5.76M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
151
Squarepoint
New York
– -$235K -15,074 Closed
WCM
152
Wedge Capital Management
North Carolina
– -$181K -11,595 Closed
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
– -$133K -8,559 Closed
Simplex Trading
154
Simplex Trading
Illinois
– -$100K -5,798 Closed
PHK
155
Point72 Hong Kong
Hong Kong
– -$10K -627 Closed
HI
156
Harbour Investments
Wisconsin
– -$3K -210 Closed
JPLA
157
Joseph P. Lucia & Associates
New York
– -$1K -33 Closed
RE
158
RBC Europe
United Kingdom
– -$468 -30 Closed
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