AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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166 hedge funds and large institutions have $1.83B invested in Avantax, Inc. Common Stock in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
32
Increased
51
Reduced
60
Closed
16
Calls
$9.61M
Puts
$6.75M
Net Calls
+$2.86M
Net Calls Change
-$1.2M

Top Buyers

1
PI
Putnam Investments
Massachusetts
$29.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$22.2M
4
JCAM
Jericho Capital Asset Management
New York
$9.3M
5
AAP
Ardsley Advisory Partners
Connecticut
$8.75M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$635M
2
RCM
Raging Capital Management
New Jersey
$15.3M
3
PCM
Proxima Capital Management
New York
$0
4
SCA
SAC Capital Advisors
Connecticut
$31.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$635M -$12.6B -10,529 -95%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$167M +$18.1M +619,660 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$91.2M +$1.67M +57,352 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$73.2M +$2.39M +81,963 +3%
BFA
5
BlackRock Fund Advisors
California
$67.9M +$1.39M +47,751 +2%
BIT
6
BlackRock Institutional Trust
California
$44.8M +$7.1M +243,542 +19%
Northern Trust
7
Northern Trust
Illinois
$39.1M +$1.52M +52,185 +4%
Morgan Stanley
8
Morgan Stanley
New York
$38.1M +$5.03M +172,504 +15%
SCA
9
SAC Capital Advisors
Connecticut
$31.9M -$12M -410,574 -27%
Renaissance Technologies
10
Renaissance Technologies
New York
$29.2M -$11.6M -398,600 -28%
PI
11
Putnam Investments
Massachusetts
$29.1M +$29.1M +998,381 New
Deutsche Bank
12
Deutsche Bank
Germany
$27.6M -$1.25M -42,815 -4%
State Street
13
State Street
Massachusetts
$24.5M -$1.8M -61,816 -7%
WCM Investment Management
14
WCM Investment Management
California
$23.2M -$2.28M -78,120 -9%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$22.2M +$12.1M +413,305 +119%
Artisan Partners
16
Artisan Partners
Wisconsin
$21.5M +$1.16M +39,741 +6%
TAM
17
Third Avenue Management
New York
$21.1M -$56.1K -1,925 -0.3%
FA
18
Friess Associates
Delaware
$19.3M +$2.04M +70,000 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$17.9M +$1.15M +39,492 +7%
HA
20
Hays Advisory
Tennessee
$17.9M -$294K -10,082 -2%
RCM
21
Raging Capital Management
New Jersey
$15.3M -$14.4M -495,085 -49%
Allianz Asset Management
22
Allianz Asset Management
Germany
$14.9M +$3.72M +127,616 +33%
Invesco
23
Invesco
Georgia
$14.4M +$2.36M +81,061 +20%
NI
24
Numeric Investors
Massachusetts
$13M +$3.59M +123,100 +38%
GT
25
Glenmede Trust
Pennsylvania
$12.9M -$901K -30,897 -7%
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