AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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177 hedge funds and large institutions have $2.23B invested in Avantax, Inc. Common Stock in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
38
Increased
66
Reduced
48
Closed
27
Calls
$10.9M
Puts
$8.83M
Net Calls
+$2.08M
Net Calls Change
-$772K

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.44B
2
OCG
2
Opus Capital Group
Ohio
$15.3M
3
BIT
3
BlackRock Institutional Trust
California
$43M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$8.08M
5
GF
5
Gabelli Funds
New York
$11.8M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$0
2
FA
2
Friess Associates
Delaware
$0
3
RCM
3
Raging Capital Management
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.41M
5
NAM
5
Nichols Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
176
Ardsley Advisory Partners
Connecticut
– -$8.75M -300,000 Closed
MFIMFI
177
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$5.81M -199,096 Closed
NFA
178
Nationwide Fund Advisors
Ohio
– -$4.19M -143,827 Closed
CCP
179
Centaur Capital Partners
Texas
– -$3.19M -109,400 Closed
Connor, Clark & Lunn Investment Management (CC&L)
180
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.66M -85,700 Closed
ACP
181
Andalusian Capital Partners
Connecticut
– -$2.12M -72,662 Closed
DCM
182
Dupont Capital Management
Delaware
– -$1.64M -56,304 Closed
DC
183
Deere & Company
Illinois
– -$1.52M -52,206 Closed
GC
184
Globeflex Capital
California
– -$1.32M -45,400 Closed
EI
185
EAM Investors
California
– -$1.28M -43,716 Closed
Asset Management One
186
Asset Management One
Japan
– -$1.13M -38,765 Closed
NCCM
187
Nine Chapters Capital Management
New Jersey
– -$1.13M -38,700 Closed
PPA
188
Parametric Portfolio Associates
Washington
– -$846K -28,996 Closed
GCP
189
GSA Capital Partners
United Kingdom
– -$586K -20,100 Closed
CRM
190
Cramer Rosenthal McGlynn
Connecticut
– -$583K -20,000 Closed
Wellington Management Group
191
Wellington Management Group
Massachusetts
– -$513K -17,600 Closed
CAM
192
ClariVest Asset Management
California
– -$423K -14,496 Closed
RJA
193
Raymond James & Associates
Florida
– -$377K -12,930 Closed
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
– -$296K -10,167 Closed
Verition Fund Management
195
Verition Fund Management
Connecticut
– -$209K -7,178 Closed
DVM
196
Dreman Value Management
Florida
– -$52K -1,782 Closed
EWM
197
Edge Wealth Management
New York
– -$8K -265 Closed
SF
198
Synovus Financial
Georgia
– -$4K -128 Closed
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