AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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152 hedge funds and large institutions have $487M invested in Avantax, Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
152
Holders Change
-13
Holders Change %
-7.88%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
17
Increased
52
Reduced
56
Closed
28
Calls
$923K
Puts
$7.68M
Net Calls
-$6.75M
Net Calls Change
-$12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.6M
2
AC
2
Armistice Capital
New York
$10.6M
3
HCS
3
Harvest Capital Strategies
California
$7.91M
4
SC
4
Sessa Capital
New York
$4.5M
5
TAM
5
THB Asset Management
Connecticut
$3.93M

Top Sellers

1
GF
1
Gabelli Funds
New York
$4.46M
2
OFM
2
Okumus Fund Management
Cayman Islands
$0
3
HA
3
Hays Advisory
Tennessee
$1.32M
4
BA
4
BlackRock Advisors
Delaware
$2.01M
5
PCM
5
Proxima Capital Management
New York
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$63.3M 4,633,264 – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$47.5M 3,478,180 +95,293 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.7M 2,760,257 +56,986 +2%
BFA
4
BlackRock Fund Advisors
California
$34.4M 2,518,517 +106,474 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.6M 1,358,461 +1,029,295 +313%
BIT
6
BlackRock Institutional Trust
California
$18.1M 1,327,160 -157,207 -11%
First Trust Advisors
7
First Trust Advisors
Illinois
$17.7M 1,295,315 +248,036 +24%
LC
8
Loews Corp
New York
$16.1M 1,178,700 +131,200 +13%
ACM
9
Altalis Capital Management
New York
$14.6M 1,066,471 +169,744 +19%
State Street
10
State Street
Massachusetts
$11.5M 843,229 +28,463 +3%
AC
11
Armistice Capital
New York
$10.6M 774,000 +774,000 New
Norges Bank
12
Norges Bank
Norway
$9.74M 713,201 +215,800 +43%
HCS
13
Harvest Capital Strategies
California
$7.91M 578,900 +578,900 New
Boston Partners
14
Boston Partners
Massachusetts
$7.19M 526,233 -41,243 -7%
GI
15
GAMCO Investors
Connecticut
$6.96M 509,470 -9,860 -2%
NI
16
Numeric Investors
Massachusetts
$6.5M 476,101 -118,000 -20%
Northern Trust
17
Northern Trust
Illinois
$6.35M 464,733 +11,858 +3%
SFM
18
Systematic Financial Management
New Jersey
$6.25M 457,225 +139,214 +44%
NA
19
NS Advisors
Connecticut
$6.03M 441,400 +6,870 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.53M 404,775 -2,244 -0.6%
Deutsche Bank
21
Deutsche Bank
Germany
$4.89M 358,084 -42,745 -11%
HRCM
22
Hawk Ridge Capital Management
California
$4.82M 352,557 -75,000 -18%
RA
23
Royce & Associates
New York
$4.58M 334,930 -103,000 -24%
SC
24
Sessa Capital
New York
$4.5M 329,507 +329,507 New
GF
25
Gabelli Funds
New York
$4.46M 326,100 -513,800 -61%
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