AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $571M invested in Avantax, Inc. Common Stock in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
60
Reduced
49
Closed
17
Calls
$1.13M
Puts
$401K
Net Calls
+$728K
Net Calls Change
+$7.48M

Top Buyers

1
NI
Numeric Investors
Massachusetts
$15.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$8.91M
3
KAM
Knightsbridge Asset Management
California
$6.23M
4
Morgan Stanley
Morgan Stanley
New York
$9.99M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.07M

Top Sellers

1
LC
Loews Corp
New York
$8.22M
2
ACM
Altalis Capital Management
New York
$8.94M
3
NA
NS Advisors
Connecticut
$358K
4
HRCM
Hawk Ridge Capital Management
California
$0
5
SC
Sessa Capital
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.8M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$56.1M -$44K -2,723 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.4M +$1.85M +114,287 +4%
BFA
4
BlackRock Fund Advisors
California
$39.2M -$1.45M -89,559 -4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$25.3M +$3.36M +207,800 +15%
First Trust Advisors
6
First Trust Advisors
Illinois
$18.5M -$2.44M -151,244 -12%
BIT
7
BlackRock Institutional Trust
California
$18.4M -$3.07M -190,064 -14%
NI
8
Numeric Investors
Massachusetts
$15.7M +$8.03M +497,267 +104%
Norges Bank
9
Norges Bank
Norway
$15.4M +$3.89M +241,170 +34%
State Street
10
State Street
Massachusetts
$13.7M +$57.8K +3,581 +0.4%
AC
11
Armistice Capital
New York
$11.3M -$1.2M -74,000 -10%
Morgan Stanley
12
Morgan Stanley
New York
$9.99M +$5.4M +334,322 +118%
HCS
13
Harvest Capital Strategies
California
$9.69M +$341K +21,100 +4%
Boston Partners
14
Boston Partners
Massachusetts
$9.49M +$990K +61,280 +12%
ACM
15
Altalis Capital Management
New York
$8.94M -$8.29M -513,139 -48%
Renaissance Technologies
16
Renaissance Technologies
New York
$8.91M +$6.76M +418,600 +315%
GI
17
GAMCO Investors
Connecticut
$8.45M +$218K +13,530 +3%
LC
18
Loews Corp
New York
$8.22M -$10.8M -669,600 -57%
Northern Trust
19
Northern Trust
Illinois
$7.34M -$169K -10,470 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.52M -$16K -990 -0.2%
Deutsche Bank
21
Deutsche Bank
Germany
$6.27M +$486K +30,092 +8%
KAM
22
Knightsbridge Asset Management
California
$6.23M +$6.23M +385,990 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$6.07M +$3.98M +246,593 +190%
GF
24
Gabelli Funds
New York
$5.34M +$77.5K +4,800 +1%
RA
25
Royce & Associates
New York
$4.55M -$856K -53,000 -16%
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