AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $947M invested in Avantax, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
29
Increased
34
Reduced
64
Closed
30
Calls
$7.66M
Puts
$6.5M
Net Calls
+$1.16M
Net Calls Change
-$4.19M

Top Buyers

1
NW
1
NewEdge Wealth
Pennsylvania
$11.6M
2
Invesco
2
Invesco
Georgia
$56.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.41M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19.5M
5
GLA
5
Great Lakes Advisors
Illinois
$4.55M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$13K
2
HPC
2
Hill Path Capital
New York
$0
3
NM
3
Newtyn Management
New York
$10.5M
4
BlackRock
4
BlackRock
New York
$180M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
151
Credit Agricole
France
$79 – – –
CSC
152
Caldwell Sutter Capital
California
$53 – – –
TCWA
153
Ten Capital Wealth Advisors
Washington
$53 – – –
HNB
154
Huntington National Bank
Ohio
$26 – – –
HPC
155
Hill Path Capital
New York
– -$59M -2,312,749 Closed
PCM
156
Portolan Capital Management
Massachusetts
– -$9.6M -376,123 Closed
JAM
157
Jupiter Asset Management
United Kingdom
– -$7.17M -281,024 Closed
KIM
158
Kestrel Investment Management
California
– -$4.72M -184,750 Closed
EGI
159
EAM Global Investors
California
– -$2.1M -82,133 Closed
AG
160
Algert Global
California
– -$1.63M -63,992 Closed
Tudor Investment Corp
161
Tudor Investment Corp
Connecticut
– -$1.45M -56,588 Closed
EI
162
EAM Investors
California
– -$1.42M -55,494 Closed
Assenagon Asset Management
163
Assenagon Asset Management
Luxembourg
– -$1.03M -40,411 Closed
QC
164
Quadrature Capital
United Kingdom
– -$933K -36,586 Closed
NYLIM
165
New York Life Investment Management
New York
– -$741K -29,018 Closed
PI
166
Putnam Investments
Massachusetts
– -$703K -27,523 Closed
AC
167
Aristeia Capital
Connecticut
– -$638K -25,000 Closed
MML Investors Services
168
MML Investors Services
Massachusetts
– -$525K -20,556 Closed
Jane Street
169
Jane Street
New York
– -$491K -19,230 Closed
HS
170
HighVista Strategies
Massachusetts
– -$324K -12,690 Closed
HSBC Holdings
171
HSBC Holdings
United Kingdom
– -$324K -12,642 Closed
E
172
Ergoteles
New York
– -$279K -10,930 Closed
YCM
173
Yakira Capital Management
Connecticut
– -$255K -10,000 Closed
ECM
174
ExodusPoint Capital Management
New York
– -$235K -9,187 Closed
B
175
Bailard
California
– -$232K -9,077 Closed
4 5 6
7
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