AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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171 hedge funds and large institutions have $744M invested in Avantax, Inc. Common Stock in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 32 closing their positions.

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
69
Reduced
56
Closed
32
Calls
$8.63M
Puts
$5.12M
Net Calls
+$3.51M
Net Calls Change
+$1.42M

Top Buyers

1
PRCM
1
Pine River Capital Management
Minnesota
$16.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$13.9M
3
PCM
3
Proxima Capital Management
New York
$10.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$8.91M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$8.45M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
SCA
2
SAC Capital Advisors
Connecticut
$0
3
BIT
3
BlackRock Institutional Trust
California
$28.2M
4
Invesco
4
Invesco
Georgia
$2.79M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$113M 5,965,636 +61,547 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$62.6M 3,316,749 +50,178 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.4M 2,721,822 -12,504 -0.5%
BFA
4
BlackRock Fund Advisors
California
$42.6M 2,256,129 -126,751 -5%
BIT
5
BlackRock Institutional Trust
California
$28.2M 1,493,320 -689,744 -32%
OCG
6
Opus Capital Group
Ohio
$17.4M 919,731 +145,118 +19%
PRCM
7
Pine River Capital Management
Minnesota
$16.3M 865,687 +667,642 +337%
State Street
8
State Street
Massachusetts
$16M 845,591 -22,439 -3%
Deutsche Bank
9
Deutsche Bank
Germany
$15.4M 818,800 -76,567 -9%
WCM Investment Management
10
WCM Investment Management
California
$14.5M 766,755 -2,249 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$14.2M 750,318 -168,966 -18%
Norges Bank
12
Norges Bank
Norway
$14.1M 749,548 +374,774 +100%
First Trust Advisors
13
First Trust Advisors
Illinois
$13.9M 738,067 +650,933 +747%
TAM
14
Third Avenue Management
New York
$12.8M 678,111 -96,900 -13%
GF
15
Gabelli Funds
New York
$12.7M 675,051 +74,951 +12%
Artisan Partners
16
Artisan Partners
Wisconsin
$12.7M 673,111 -35,149 -5%
GT
17
Glenmede Trust
Pennsylvania
$11.3M 599,853 +69,912 +13%
HA
18
Hays Advisory
Tennessee
$10.7M 569,657 -34,860 -6%
PCM
19
Proxima Capital Management
New York
$10.7M 565,000 +565,000 New
GI
20
GAMCO Investors
Connecticut
$10.3M 543,975 +114,370 +27%
Northern Trust
21
Northern Trust
Illinois
$9.35M 495,543 -324,311 -40%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$9.18M 486,438 +75,883 +18%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$8.91M 472,224 +472,224 New
NA
24
NS Advisors
Connecticut
$8.66M 459,012 +24,859 +6%
Allianz Asset Management
25
Allianz Asset Management
Germany
$8.45M 447,931 +390,055 +674%
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