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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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146 hedge funds and large institutions have $716M invested in Avantax, Inc. Common Stock in 2013 Q2 according to their latest regulatory filings, with 146 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $1.43M

Holders
146
Holders Change
+146
Holders Change %
–
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
146
Increased
–
Reduced
–
Closed
–
Calls
$5.34M
Puts
$1.43M
Net Calls
+$3.92M
Net Calls Change
+$3.92M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$114M +$104M +6,146,955 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$55.7M +$51.1M +3,005,435 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$43.8M +$40.1M +2,362,208 New
BFA
4
BlackRock Fund Advisors
California
$37.7M +$34.6M +2,035,048 New
SCA
5
SAC Capital Advisors
Connecticut
$32.5M +$29.8M +1,752,800 New
Renaissance Technologies
6
Renaissance Technologies
New York
$30.2M +$27.6M +1,627,500 New
Northern Trust
7
Northern Trust
Illinois
$22.8M +$20.9M +1,229,342 New
BIT
8
BlackRock Institutional Trust
California
$21.7M +$19.8M +1,168,338 New
Morgan Stanley
9
Morgan Stanley
New York
$21.6M +$19.8M +1,167,046 New
GCM
10
Gruss Capital Management
New York
$19.3M +$17.7M +1,043,600 New
RCM
11
Raging Capital Management
New Jersey
$18.7M +$17.1M +1,006,502 New
State Street
12
State Street
Massachusetts
$16.4M +$15M +883,183 New
HCM
13
Hawkeye Capital Management
Florida
$16.3M +$14.9M +877,790 New
WCM Investment Management
14
WCM Investment Management
California
$15.7M +$14.3M +842,427 New
TAM
15
Third Avenue Management
New York
$13.1M +$12M +706,170 New
PCM
16
Proxima Capital Management
New York
$12.4M +$11.4M +670,093 New
NA
17
NS Advisors
Connecticut
$11.1M +$10.2M +600,896 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$11M +$10.1M +594,159 New
Tudor Investment Corp
19
Tudor Investment Corp
Connecticut
$9.73M +$8.92M +525,000 New
FA
20
Friess Associates
Delaware
$9.21M +$8.44M +496,650 New
RA
21
Royce & Associates
New York
$8.59M +$7.87M +463,330 New
GF
22
Gabelli Funds
New York
$8.03M +$7.36M +433,100 New
GT
23
Glenmede Trust
Pennsylvania
$7.55M +$6.92M +407,519 New
Allianz Asset Management
24
Allianz Asset Management
Germany
$7.26M +$6.65M +391,564 New
Norges Bank
25
Norges Bank
Norway
$6.95M +$6.37M +374,774 New
1
2 3 4 5

AVTA Hedge Fund Activity: Q2 2013 in Review

146 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2013, worth a combined $716M.

Buyers outnumbered sellers: 146 funds opened new AVTA positions and 0 closed out — a net gain of 146 holders — while 0 added to existing stakes and 0 trimmed.

  • 146 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $716M of Avantax, Inc. Common Stock stock for Q2 2013.
  • 146 funds opened new Avantax, Inc. Common Stock positions in Q2 2013 and 0 closed out, a net change of +146 holders.

Based on aggregated 13F filings for Q2 2013.