AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $1.1B invested in Avantax, Inc. Common Stock in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
45
Reduced
66
Closed
16
Calls
$8.78M
Puts
$3.43M
Net Calls
+$5.35M
Net Calls Change
+$283K

Top Buyers

1
ECM
1
Engine Capital Management
New York
$60.5M
2
Invesco
2
Invesco
Georgia
$46.8M
3
Boston Partners
3
Boston Partners
Massachusetts
$15.2M
4
CM
4
Caption Management
Oklahoma
$6M
5
SCM
5
Simcoe Capital Management
New York
$43.7M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
NM
2
Newtyn Management
New York
$33.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$61.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
151
Credit Agricole
France
$77 – – –
CSC
152
Caldwell Sutter Capital
California
$51 +$51 +2 New
TCWA
153
Ten Capital Wealth Advisors
Washington
$51 +$51 +2 New
HNB
154
Huntington National Bank
Ohio
$26 – – –
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$26 +$26 +1 New
WAM
156
Weiss Asset Management
Massachusetts
– -$13.7M -710,739 Closed
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
– -$6.22K -309,631 Closed
VC
158
Voss Capital
Texas
– -$2.5M -129,013 Closed
GGPE
159
Golden Gate Private Equity
California
– -$2.05M -106,080 Closed
UBS AM
160
UBS AM
Illinois
– -$1.07M -55,201 Closed
JCIA
161
Jackson Creek Investment Advisors
Colorado
– -$908K -46,968 Closed
CM
162
CastleKnight Management
New York
– -$870K -45,000 Closed
TI
163
Trexquant Investment
Connecticut
– -$631K -32,624 Closed
AQR Capital Management
164
AQR Capital Management
Connecticut
– -$386K -19,949 Closed
LCM
165
Landscape Capital Management
New Jersey
– -$313K -16,193 Closed
CIM
166
CIM Investment Management
Pennsylvania
– -$301K -15,569 Closed
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
– -$293K -15,138 Closed
FRM
168
Fox Run Management
Connecticut
– -$221K -11,450 Closed
Simplex Trading
169
Simplex Trading
Illinois
– -$215K -11,163 Closed
Macquarie Group
170
Macquarie Group
Australia
– -$98K -4,488 Closed
MAM
171
Meeder Asset Management
Ohio
– -$1K -52 Closed
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