AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $857M invested in Avantax, Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
25
Increased
62
Reduced
43
Closed
18
Calls
$6.7M
Puts
$1.64M
Net Calls
+$5.07M
Net Calls Change
+$3.64M

Top Buyers

1
SCM
1
Simcoe Capital Management
New York
$30M
2
PCM
2
Portolan Capital Management
Massachusetts
$7.73M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M
4
VC
4
Voss Capital
Texas
$2.5M
5
JAM
5
Jupiter Asset Management
United Kingdom
$5.44M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$9.34M
2
GGPE
2
Golden Gate Private Equity
California
$2.05M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$50M
4
ECM
4
Engine Capital Management
New York
$34.6M
5
WAM
5
Weiss Asset Management
Massachusetts
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
151
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.07M -58,000 Closed
ACM
152
Archon Capital Management
Washington
– -$1.04M -56,208 Closed
Jane Street
153
Jane Street
New York
– -$742K -40,193 Closed
EGM
154
Engineers Gate Manager
New York
– -$651K -35,280 Closed
HSBC Holdings
155
HSBC Holdings
United Kingdom
– -$246K -13,234 Closed
E
156
Ergoteles
New York
– -$236K -12,800 Closed
DU
157
Delphia (USA)
Ontario, Canada
– -$235K -12,724 Closed
CC
158
Corton Capital
Ontario, Canada
– -$214K -11,593 Closed
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
– -$195K -10,558 Closed
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
– -$187K -10,157 Closed
FCBT
161
First Citizens Bank & Trust
North Carolina
– -$187K -10,126 Closed
SC
162
Skylands Capital
Wisconsin
– -$155K -8,400 Closed
SG Americas Securities
163
SG Americas Securities
New York
– -$143K -7,773 Closed
CMF
164
Counterpoint Mutual Funds
California
– -$134K -7,237 Closed
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
– -$52K -2,831 Closed
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