AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

156 hedge funds and large institutions have $541M invested in Avantax, Inc. Common Stock in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 30 closing their positions.

Holders
156
Holders Change
-15
Holders Change %
-8.77%
% of All Funds
4.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
52
Reduced
63
Closed
30
Calls
$7.32M
Puts
$8.12M
Net Calls
-$799K
Net Calls Change
-$4.31M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.2M
2
ACM
2
Altalis Capital Management
New York
$10.7M
3
GF
3
Gabelli Funds
New York
$15.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.7M
5
KCP
5
Kenmare Capital Partners
New York
$2.72M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$69.7M
2
OCG
2
Opus Capital Group
Ohio
$0
3
TAM
3
Third Avenue Management
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
GT
5
Glenmede Trust
Pennsylvania
$219K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$69.7M 4,574,164 -1,391,472 -23%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$50.5M 3,313,936 -2,813 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.7M 2,667,311 -54,511 -2%
BFA
4
BlackRock Fund Advisors
California
$32.9M 2,159,383 -96,746 -4%
BIT
5
BlackRock Institutional Trust
California
$23.2M 1,519,082 +25,762 +2%
Deutsche Bank
6
Deutsche Bank
Germany
$21.2M 1,393,264 +574,464 +70%
GF
7
Gabelli Funds
New York
$15.7M 1,028,900 +353,849 +52%
State Street
8
State Street
Massachusetts
$12.5M 821,107 -24,484 -3%
Morgan Stanley
9
Morgan Stanley
New York
$11.8M 775,959 +25,641 +3%
Renaissance Technologies
10
Renaissance Technologies
New York
$11.7M 768,200 +329,600 +75%
WCM Investment Management
11
WCM Investment Management
California
$11.2M 735,558 -31,197 -4%
PRCM
12
Pine River Capital Management
Minnesota
$10.9M 713,000 -152,687 -18%
First Trust Advisors
13
First Trust Advisors
Illinois
$10.7M 701,283 -36,784 -5%
ACM
14
Altalis Capital Management
New York
$10.7M 700,690 +425,751 +155%
Artisan Partners
15
Artisan Partners
Wisconsin
$9.14M 599,411 -73,700 -11%
GI
16
GAMCO Investors
Connecticut
$9.08M 595,960 +51,985 +10%
HA
17
Hays Advisory
Tennessee
$8.31M 545,186 -24,471 -4%
NA
18
NS Advisors
Connecticut
$7.97M 523,221 +64,209 +14%
RA
19
Royce & Associates
New York
$7.86M 515,430 +90,000 +21%
Northern Trust
20
Northern Trust
Illinois
$6.86M 450,292 -45,251 -9%
PCM
21
Proxima Capital Management
New York
$6.85M 449,400 -115,600 -20%
Allianz Asset Management
22
Allianz Asset Management
Germany
$6.81M 446,949 -982 -0.2%
BA
23
BlackRock Advisors
Delaware
$6.25M 409,863 -713 -0.2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$6.08M 398,846 +914 +0.2%
Norges Bank
25
Norges Bank
Norway
$5.71M 374,774 -374,774 -50%
1
2 3 4 5