AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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143 hedge funds and large institutions have $493M invested in Avantax, Inc. Common Stock in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
143
Holders Change
-14
Holders Change %
-8.92%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
13
Increased
56
Reduced
48
Closed
27
Calls
$907K
Puts
$6.92M
Net Calls
-$6.01M
Net Calls Change
-$6.74M

Top Buyers

1
NI
1
Numeric Investors
Massachusetts
$23.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$15.1M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$20.5M
4
Prudential Financial
4
Prudential Financial
New Jersey
$5.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.1M
2
TAM
2
THB Asset Management
Connecticut
$0
3
BP
3
BBR Partners
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
TC
5
TFS Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.1M 3,854,564 -778,700 -17%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$47.8M 3,473,452 -2,005 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.5M 2,941,798 +67,254 +2%
BFA
4
BlackRock Fund Advisors
California
$33.9M 2,460,801 +31,843 +1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.9M 1,734,511 +168,250 +11%
NI
6
Numeric Investors
Massachusetts
$23.2M 1,685,212 +711,844 +73%
First Trust Advisors
7
First Trust Advisors
Illinois
$20.5M 1,489,377 +345,306 +30%
BIT
8
BlackRock Institutional Trust
California
$15.2M 1,103,292 -33,804 -3%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.1M 1,095,163 +543,763 +99%
Norges Bank
10
Norges Bank
Norway
$14.5M 1,054,875 +100,504 +11%
State Street
11
State Street
Massachusetts
$11.6M 842,544 -4,266 -0.5%
AC
12
Armistice Capital
New York
$10.7M 780,000 +80,000 +11%
HCS
13
Harvest Capital Strategies
California
$10.3M 750,000 +150,000 +25%
Morgan Stanley
14
Morgan Stanley
New York
$9.96M 723,110 +104,699 +17%
ACM
15
Altalis Capital Management
New York
$8.78M 637,711 +84,379 +15%
GI
16
GAMCO Investors
Connecticut
$7.6M 552,020 +29,020 +6%
Boston Partners
17
Boston Partners
Massachusetts
$6.84M 496,725 -90,788 -15%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.53M 474,095 +70,310 +17%
Northern Trust
19
Northern Trust
Illinois
$5.99M 435,241 -19,022 -4%
Prudential Financial
20
Prudential Financial
New Jersey
$5.8M 421,096 +240,780 +134%
KAM
21
Knightsbridge Asset Management
California
$5.34M 387,700 +1,710 +0.4%
Deutsche Bank
22
Deutsche Bank
Germany
$5.14M 373,708 -14,468 -4%
GF
23
Gabelli Funds
New York
$4.9M 356,100 +25,200 +8%
LC
24
Loews Corp
New York
$4.72M 342,800 -166,300 -33%
Goldman Sachs
25
Goldman Sachs
New York
$3.71M 269,304 +148,878 +124%
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