AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
46
Reduced
61
Closed
22
Calls
$9.16M
Puts
$3.92M
Net Calls
+$5.24M
Net Calls Change
+$6.04M

Top Buyers

1
LC
1
Loews Corp
New York
$14.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$7.86M
3
OFM
3
Okumus Fund Management
Cayman Islands
$6.99M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.5M
5
NI
5
Numeric Investors
Massachusetts
$8.23M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$5.55M
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
PRCM
3
Pine River Capital Management
Minnesota
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
176
Glenmede Trust
Pennsylvania
– -$219K -14,403 Closed
LPL Financial
177
LPL Financial
California
– -$178K -11,755 Closed
KBC Group
178
KBC Group
Belgium
– -$109K -7,183 Closed
HR
179
Howe & Rusling
New York
– -$49K -3,205 Closed
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
– -$34.9K -2,287 Closed
PTC
181
Private Trust Company
Ohio
– -$30K -1,990 Closed
TDC
182
Thompson Davis & Co
Virginia
– -$4K -250 Closed
4 5 6 7
8