AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
46
Reduced
61
Closed
22
Calls
$9.16M
Puts
$3.92M
Net Calls
+$5.24M
Net Calls Change
+$6.04M

Top Buyers

1
LC
1
Loews Corp
New York
$14.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$7.86M
3
OFM
3
Okumus Fund Management
Cayman Islands
$6.99M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.5M
5
NI
5
Numeric Investors
Massachusetts
$8.23M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$5.55M
2
WCM Investment Management
2
WCM Investment Management
California
$0
3
PRCM
3
Pine River Capital Management
Minnesota
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$64.2M 4,633,264 +59,100 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.9M 3,382,887 +68,951 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.4M 2,703,271 +35,960 +1%
BFA
4
BlackRock Fund Advisors
California
$33.4M 2,412,043 +252,660 +12%
BIT
5
BlackRock Institutional Trust
California
$20.6M 1,484,367 -34,715 -2%
LC
6
Loews Corp
New York
$14.5M 1,047,500 +1,047,500 New
First Trust Advisors
7
First Trust Advisors
Illinois
$14.5M 1,047,279 +345,996 +49%
ACM
8
Altalis Capital Management
New York
$12.4M 896,727 +196,037 +28%
GF
9
Gabelli Funds
New York
$11.6M 839,900 -189,000 -18%
State Street
10
State Street
Massachusetts
$11.3M 814,766 -6,341 -0.8%
NI
11
Numeric Investors
Massachusetts
$8.23M 594,101 +337,350 +131%
Boston Partners
12
Boston Partners
Massachusetts
$7.86M 567,476 +567,476 New
GI
13
GAMCO Investors
Connecticut
$7.19M 519,330 -76,630 -13%
OFM
14
Okumus Fund Management
Cayman Islands
$6.99M 504,529 +504,529 New
Artisan Partners
15
Artisan Partners
Wisconsin
$6.95M 501,836 -97,575 -16%
Norges Bank
16
Norges Bank
Norway
$6.89M 497,401 +122,627 +33%
HA
17
Hays Advisory
Tennessee
$6.44M 465,258 -79,928 -15%
Northern Trust
18
Northern Trust
Illinois
$6.27M 452,875 +2,583 +0.6%
RA
19
Royce & Associates
New York
$6.07M 437,930 -77,500 -15%
NA
20
NS Advisors
Connecticut
$6.02M 434,530 -88,691 -17%
HRCM
21
Hawk Ridge Capital Management
California
$5.92M 427,557 +75,000 +21%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.64M 407,019 +8,173 +2%
Deutsche Bank
23
Deutsche Bank
Germany
$5.55M 400,829 -992,435 -71%
Morgan Stanley
24
Morgan Stanley
New York
$5.23M 377,651 -398,308 -51%
BA
25
BlackRock Advisors
Delaware
$5.22M 376,562 -33,301 -8%
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