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.

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
Marshall Wace
5
Marshall Wace
United Kingdom
$7.74M

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 Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.44B 13,000,000 +12,999,468 +2,443,509%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$116M 5,904,089 +161,890 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.3M 3,266,571 +137,828 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.8M 2,734,326 +223,457 +9%
BFA
5
BlackRock Fund Advisors
California
$46.9M 2,382,880 +53,774 +2%
BIT
6
BlackRock Institutional Trust
California
$43M 2,183,064 +647,316 +42%
SCA
7
SAC Capital Advisors
Connecticut
$27.6M 1,402,800 +309,364 +28%
Morgan Stanley
8
Morgan Stanley
New York
$18.1M 919,284 -388,627 -30%
Deutsche Bank
9
Deutsche Bank
Germany
$17.6M 895,367 -52,761 -6%
State Street
10
State Street
Massachusetts
$17.1M 868,030 +26,158 +3%
Northern Trust
11
Northern Trust
Illinois
$16.1M 819,854 -519,896 -39%
TAM
12
Third Avenue Management
New York
$15.3M 775,011 +50,616 +7%
OCG
13
Opus Capital Group
Ohio
$15.3M 774,613 +774,613 New
WCM Investment Management
14
WCM Investment Management
California
$15.1M 769,004 -26,495 -3%
Artisan Partners
15
Artisan Partners
Wisconsin
$13.9M 708,260 -27,942 -4%
HA
16
Hays Advisory
Tennessee
$11.9M 604,517 -8,528 -1%
GF
17
Gabelli Funds
New York
$11.8M 600,100 +332,300 +124%
Invesco
18
Invesco
Georgia
$11.7M 593,423 +99,579 +20%
GT
19
Glenmede Trust
Pennsylvania
$10.4M 529,941 +87,234 +20%
PAM
20
Panagora Asset Management
Massachusetts
$9.01M 457,569 +69,930 +18%
NA
21
NS Advisors
Connecticut
$8.55M 434,153 +34,348 +9%
GI
22
GAMCO Investors
Connecticut
$8.46M 429,605 +58,205 +16%
BA
23
BlackRock Advisors
Delaware
$8.3M 421,667 +263,692 +167%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.09M 411,023 -202,824 -33%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$8.08M 410,555 +410,555 New
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