AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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144 hedge funds and large institutions have $358M invested in Avantax, Inc. Common Stock in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
144
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
28
Increased
45
Reduced
40
Closed
26
Calls
$1.14M
Puts
$11.9M
Net Calls
-$10.8M
Net Calls Change
-$4.78M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$26.6M
2
RA
2
Royce & Associates
New York
$11.2M
3
HRCM
3
Hawk Ridge Capital Management
California
$6.65M
4
NI
4
Numeric Investors
Massachusetts
$21.7M
5
BP
5
BBR Partners
New York
$1.91M

Top Sellers

1
HCS
1
Harvest Capital Strategies
California
$0
2
ACM
2
Altalis Capital Management
New York
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
SFM
5
Systematic Financial Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.8M 3,853,387 -1,177 -0%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$33.2M 3,385,380 -88,072 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.6M 3,024,971 +83,173 +3%
First Trust Advisors
4
First Trust Advisors
Illinois
$26.6M 2,718,779 +1,229,402 +83%
BFA
5
BlackRock Fund Advisors
California
$25.9M 2,638,888 +178,087 +7%
NI
6
Numeric Investors
Massachusetts
$21.7M 2,210,945 +525,733 +31%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$15.6M 1,595,928 -138,583 -8%
Renaissance Technologies
8
Renaissance Technologies
New York
$11.9M 1,212,570 +117,407 +11%
RA
9
Royce & Associates
New York
$11.2M 1,145,731 +916,201 +399%
BIT
10
BlackRock Institutional Trust
California
$10.9M 1,116,627 +13,335 +1%
Norges Bank
11
Norges Bank
Norway
$10.3M 1,054,875 – –
State Street
12
State Street
Massachusetts
$8.37M 853,970 +11,426 +1%
AC
13
Armistice Capital
New York
$8.17M 834,000 +54,000 +7%
HRCM
14
Hawk Ridge Capital Management
California
$6.65M 678,372 +678,372 New
GI
15
GAMCO Investors
Connecticut
$5.37M 547,670 -4,350 -0.8%
Morgan Stanley
16
Morgan Stanley
New York
$4.79M 488,512 -234,598 -32%
Northern Trust
17
Northern Trust
Illinois
$4.47M 456,483 +21,242 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.42M 450,896 -23,199 -5%
Prudential Financial
19
Prudential Financial
New Jersey
$3.88M 395,996 -25,100 -6%
KAM
20
Knightsbridge Asset Management
California
$3.47M 353,960 -33,740 -9%
PC
21
Permit Capital
Pennsylvania
$3.32M 339,058 +73,000 +27%
Goldman Sachs
22
Goldman Sachs
New York
$3.26M 332,908 +63,604 +24%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.14M 320,411 +53,922 +20%
GF
24
Gabelli Funds
New York
$3.07M 313,000 -43,100 -12%
LC
25
Loews Corp
New York
$3.04M 310,000 -32,800 -10%
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