AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
39
Reduced
64
Closed
23
Calls
$1.11M
Puts
$10.5M
Net Calls
-$9.42M
Net Calls Change
-$6.86M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.3M
2
MF
2
Magnetar Financial
Illinois
$22.8M
3
WP
3
Woodline Partners
California
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.9M
5
WIC
5
Water Island Capital
New York
$20.1M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$4.84M
3
SCM
3
Simcoe Capital Management
New York
$12.8M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
NSGL
5
No Street GP LP
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$998 – – –
FMII
152
Farmers & Merchants Investments Inc
Nebraska
$895 – – –
BIA
153
Bell Investment Advisors
California
$614 +$614 +24 New
AF
154
Allworth Financial
California
$512 +$512 +20 New
ECM
155
Everence Capital Management
Indiana
$392 – – –
AWM
156
Abound Wealth Management
Tennessee
$333 – – –
CA
157
Crewe Advisors
Utah
$128 -$26 -1 -17%
Credit Agricole
158
Credit Agricole
France
$77 – – –
CSC
159
Caldwell Sutter Capital
California
$51 – – –
HNB
160
Huntington National Bank
Ohio
$26 – – –
PCP
161
P2 Capital Partners
New York
– -$51.5M -2,300,000 Closed
Jacobs Levy Equity Management
162
Jacobs Levy Equity Management
New Jersey
– -$17.4M -778,517 Closed
NSGL
163
No Street GP LP
California
– -$15.6M -698,400 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
164
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.24M -144,800 Closed
Nomura Holdings
165
Nomura Holdings
Japan
– -$2.26M -101,159 Closed
GCP
166
GSA Capital Partners
United Kingdom
– -$1.63M -72,691 Closed
WCM
167
Wedge Capital Management
North Carolina
– -$1.61M -72,118 Closed
OQS
168
Occudo Quantitative Strategies
Florida
– -$991K -44,261 Closed
AFG
169
Atomi Financial Group
New York
– -$709K -31,694 Closed
Ensign Peak Advisors
170
Ensign Peak Advisors
Utah
– -$532K -23,758 Closed
FLC
171
Fifth Lane Capital
Texas
– -$479K -21,397 Closed
SSA
172
Schonfeld Strategic Advisors
New York
– -$365K -16,309 Closed
SM
173
Sciencast Management
New Jersey
– -$372K -15,999 Closed
AWM
174
AE Wealth Management
Kansas
– -$304K -13,601 Closed
Man Group
175
Man Group
United Kingdom
– -$210K -9,367 Closed
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